Jobs in Canada

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Added 5 mins ago
Director, Network Build
Xplore Inc.
ON · Ontario, Canada
Full-time
Drive delivery of annual network build programs by monitoring key performance indicators, maintaining accurate project status reporting, and proactively addressing schedule or budget risks.
Added 5 mins ago
Client Service Assistant
Unified Advisory Group - CI Assante Wealth Management Ltd.
Cambridge, ON
Full-time
Some roles create value by providing financial advice. Others create it by making sure everything around that advice happens properly.
Added 5 mins ago
Director, Network Build
Xplore Inc.
Markham, ON
Full-time
Drive delivery of annual network build programs by monitoring key performance indicators, maintaining accurate project status reporting, and proactively addressing schedule or budget risks.
Added 5 mins ago
Director, Molecular Pathology and Biobanking
Queen's University
Kingston, ON
$108,000 to $147,000 CAD / year
Full-time
Reporting to the Senior Leadership Team (CCTG-TTDR/QLMP Heads), the Director Molecular Pathology and Biobanking will lead strategy and innovation in biobanking, genomic, and correlative…
Added 5 mins ago
System Engineering Analyst, Underwater Acoustics
General Dynamics Mission Systems–Canada
Cole Harbour, NS
Full-time
Defined Contribution Pension Plan with employer contributions after 3 months, RRSP access from day one, and financial planning support.
Added 5 mins ago
Project Engineer
Manitoba Hydro
Winnipeg, MB
Full-time
Defined-benefit pension plan for long-term financial security.
Added 6 mins ago
TD Insurance, Counsel II
TD
AB · Calgary, AB
Full-time
Reporting to a Practice Leader in Alberta, Counsel II handles assigned insurance legal matters, represents TD Insurance or its policyholders in civil litigation matters involving claims for…
Added 6 mins ago
Customer Service Team Leader
Government of New Brunswick
Burton, NB
Full-time
Experience with daily sales balancing and financial reconciliations
Added 6 mins ago
Senior Consultant, Compliance - Acting
Sun Life
Toronto, ON · Waterloo, ON · Montreal, QC · Sun Life Waterloo King
Full-time
At Sun Life, we're driven by our Purpose: helping our Clients achieve lifetime financial security and live healthier lives. Our values shape how we work: caring, authentic, bold, inspiring,…
Added 6 mins ago
Non-Trading Market Risk - IRRBB, Vice President
Citi
Mississauga, ON
Full-time
…Risk events and circumstances on the Firm’s operations and financial condition. Utilizes thorough understanding of methodologies, relevant regulatory requirements, and governance control…
Added 6 mins ago
Sr. Manager, Product Control
CIBC
Toronto, ON
Full-time
You will join a high-performing Capital Market Product Control team responsible for accurate daily P&L and risk reporting for Global Equity Derivatives and Cash Equity business lines. In…
Added 6 mins ago
Consultant, OTC Derivatives Documentation
CIBC
Toronto, ON
Full-time
You’ll be joining CIBC’s Capital Markets, OTC Derivatives Operations. Reporting to the Senior Manager, OTC Derivatives Documentation Group of CIBC Capital Markets Operations, you will play…
Added 6 mins ago
Intermediate/Senior WebApp Engineer
FrontLobby Financial Inc
Remote, Canada
Full-time · Remote
…Tenants, and recover unpaid rental debt. Our products include Rent Reporting, Tenant Screening, Debt Reporting, and Landlord…
Added 6 mins ago
Regional Manager, Compliance, Private Wealth
BMO
Montreal, QC · IBMM
Full-time
…of evidence based controls across Credit & Counterparty, Non Financial, Liquidity & Funding, Market, Strategic, Reputation, and Environmental & Social Risks. Supports effective and…
Added 6 mins ago
Auditor
Gateway Casinos
Sault Ste. Marie, ON
Part-time
Auditors conducts compliance, financial, and operational audits to assess adherence to internal controls covering regulatory requirements, accuracy of financial records, and efficiency of…
Added 6 mins ago
Continuous Improvement Indirect
Alstom
Saint-Bruno, QC
Develop and maintain procurement performance dashboards and reporting tools.
Added 21 mins ago
Analyst, Regulatory Compliance
Foresters Financial
Toronto, ON
Full-time
…the identification, assessment, management, monitoring and reporting of compliance risks required under an effective Regulatory Compliance Program in line with OSFI’s Guideline…
Added 21 mins ago
Store Manager - Smart Centres Calgary Southeast
Reitmans (Canada) Ltée/Ltd
Calgary, AB
Full-time
Reporting to the District Manager, join a team where your leadership will truly have an impact! As a Store Manager, you’ll be at the heart of the action: leading and inspiring your team,…
Added 21 mins ago
Assistant Store Manager - Smart Centres Vernon
Reitmans (Canada) Ltée/Ltd
Vernon, BC
Full-time
Reporting to the Store Manager, join a team where your leadership will truly make an impact! As an Assistant Store Manager, you’ll help drive daily operations while motivating your team,…
Added 21 mins ago
Senior Manager, HR Operations Control Governance
Royal Bank of Canada
Toronto, ON · Vancouver, BC
Full-time
…geographic regions; establish metrics dashboards, exception reporting, and escalation…
Added 36 mins ago
Supervisor, Nutrition Services
Prairie Mountain Health
Hartney, MB
Internship
Reviews monthly financial reports, as required.
Added 36 mins ago
Room Division Manager - Reporting to Area GM
RoomsRelay
Medicine Hat, AB
Full-time
Reporting to the Area General Manager, the Rooms Division Manager leads Front Office, Housekeeping, Reservations, Guest Services and Engineering. This role ensures a seamless guest journey…
Added 36 mins ago
Finance Director
Enel North America
Canada
Full-time
Coordinate with internal teams and external advisors on buy-side and sell-side transaction processes, including data room review, financial analysis, and diligence reporting.
Added 36 mins ago
Subcontract Program Management Stf - E4
Lockheed Martin
Calgary, AB
Full-time
…programs. Directs and manages all costs, quality, schedule, financial and technical performance requirements that are levied on the subcontractor or the product family and is required to…
Added 36 mins ago
Cost Control Coordinator
Trillium Guideway Partners
Toronto, ON
$80,000 to $120,000 CAD / year
Full-time
High ethical standards and integrity in financial reporting and management.

MHB Financial

Account Executive

Montreal, QC, Canada

Job type: Full-time
Apply by: Oct 28, 2026
Posting language: English
Posted: Sep 28, 2026

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Original job description

Company Description MHB Financial is a growing financial services organization focused on providing personalized solutions to individuals and businesses. The company offers a range of products and services designed to help clients manage their finances, plan for the future, and achieve their financial goals. Team members collaborate closely with clients to understand their unique needs and deliver tailored recommendations. MHB Financial values integrity, client service, and long-term relationships, creating an environment where professionals can build meaningful careers. The organization supports continuous learning and development to keep pace with evolving financial markets and client expectations.
Role Description The Account Executive is a full-time, on-site role based in Montreal, QC. This role is responsible for managing and growing a portfolio of client accounts, building strong relationships, and identifying opportunities to expand services. Day-to-day tasks include meeting with clients to assess needs, presenting financial products and solutions, preparing proposals, and following up on leads and referrals. The Account Executive will collaborate with internal teams to ensure smooth onboarding, accurate documentation, and high-quality service delivery. The role also involves monitoring account performance, addressing client inquiries, and maintaining detailed records within the company’s CRM and reporting systems.
Qualifications

Demonstrated ability to build and maintain client relationships, manage accounts, and provide consultative service.
Strong communication and presentation skills, with the capacity to explain financial concepts clearly and professionally.
Proficiency with CRM tools, spreadsheets, and standard office software to track activities and prepare client documentation.
Solid organizational and time-management skills, with attention to detail and the ability to handle multiple client requests.
Background or strong interest in financial services, banking, or related fields; prior sales or account management experience is an asset.
Bachelor’s degree in business, finance, economics, or a related discipline, or equivalent practical experience.
Ability to work on-site in Montreal, QC, and collaborate effectively with cross-functional teams.
Fluency in English; French language skills are considered an advantage in serving the local client base.

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More about this job

Responsibilities

Manage and grow a portfolio of client accounts by assessing client needs, presenting financial solutions, preparing proposals, and following up on leads and referrals. Coordinate with internal teams on onboarding and service delivery, monitor account performance, respond to inquiries, and maintain accurate CRM and reporting records.

Requirements

Candidates should have client relationship and account management abilities, strong communication and presentation skills, proficiency with CRM tools and office software, and solid organizational skills. A bachelor's degree in business, finance, economics, or a related field - or equivalent practical experience - is requested; financial services interest or experience is an asset, and English fluency is required.

Skills

Account Management
Consultative Sales
Financial Product Presentation
Communication
Presentation Skills
CRM Tools
Spreadsheet Proficiency
Client Documentation
Organization
Time Management
Attention to Detail
Lead Follow-Up
Cross-Functional Collaboration
Financial Services Knowledge

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Account Management
Client Relationships
Sales
Business Development
Consultative Service
Financial Products
Financial Solutions
Client Needs Assessment
Proposals
Lead Follow-Up
Referrals
Client Onboarding
CRM
Spreadsheets
Office Software
Account Performance
Client Documentation
Reporting Systems
Cross-Functional Collaboration
Banking
English
French

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