Comfortable collaborating in Microsoft Teams and SharePoint - managing documents, meetings, and ... We partner with the world's largest financial service firms to deliver networking/infrastructure ...
Comfortable collaborating in Microsoft Teams and SharePoint - managing documents, meetings, and ... We partner with the world's largest financial service firms to deliver networking/infrastructure ...
Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...
Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...
Our side-by-side financial and legal services are similarly ripe for interdisciplinary learning and growth. The Maples Group looks to add a Montreal, Canada-based Financial Reporting Manager to our ...
Our side-by-side financial and legal services are similarly ripe for interdisciplinary learning and growth. The Maples Group looks to add a Montreal, Canada-based Financial Reporting Manager to our ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : * Prepare ...
The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : * Prepare ...
Help colleagues manage their agenda and emails * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
Help colleagues manage their agenda and emails * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
Client Financial Services Agent
Laval, QC ยท On-site
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
Client Financial Services Agent
Laval, QC ยท On-site
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards * Availability to travel between the two Caisse service locations ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards * Availability to travel between the two Caisse service locations ...
The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : * Prepare ...
The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : * Prepare ...
The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : * Prepare ...
The incumbent supports account managers by performing operational tasks assigned by the sales teams related to financing products and services. More specifically, you will be required to : * Prepare ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
Help colleagues manage their agenda and emails. * Be attentive to the needs of members and clients ... Knowledge of service standards Action oriented, Communicates effectively, Customer Focus ...
Client Service Associate, Financial Planning
Montreal, QC ยท On-site
CA$74/hr
... and service to clients. Financial Planning team understands that helping clients set and achieve ... We have a long and growing history in wealth management leadership and are poised for even greater ...
Client Service Associate, Financial Planning
Montreal, QC ยท On-site
CA$74/hr
... and service to clients. Financial Planning team understands that helping clients set and achieve ... We have a long and growing history in wealth management leadership and are poised for even greater ...
Manager, Customer Service
Brossard, QC ยท On-site
As a Customer Service Manager, you will lead customer service, deductions, and collections ... Collaborate with sales, supply chain, finance, transportation, and other partners to improve ...
New
Manager, Customer Service
Brossard, QC ยท On-site
As a Customer Service Manager, you will lead customer service, deductions, and collections ... Collaborate with sales, supply chain, finance, transportation, and other partners to improve ...
New
Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...
Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...
Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...
Use your knowledge of cash management, credit, investment and wealth protection to help clients ... Service, Customer Experience (CX), Digital Literacy, Financial Products, Goal Planning, Group ...
Financial Administrator
Sherbrooke, QC ยท Hybrid
CA$31.19 - CA$38.65/hr
Research Financial Services Manager Position End Date (If applicable): Deadline to Apply: 2026-09-03 McGill University hires on the basis of merit and is strongly committed to equity and diversity ...
Financial Administrator
Sherbrooke, QC ยท Hybrid
CA$31.19 - CA$38.65/hr
Research Financial Services Manager Position End Date (If applicable): Deadline to Apply: 2026-09-03 McGill University hires on the basis of merit and is strongly committed to equity and diversity ...
... in a self-managed environment. At CIBC, we enable the work environment most optimal for you to ... Sales and Service Execution - Deliver consistent client service excellence and strong sales results ...
... in a self-managed environment. At CIBC, we enable the work environment most optimal for you to ... Sales and Service Execution - Deliver consistent client service excellence and strong sales results ...
... in a self-managed environment. At CIBC, we enable the work environment most optimal for you to ... Sales and Service Execution - Deliver consistent client service excellence and strong sales results ...
... in a self-managed environment. At CIBC, we enable the work environment most optimal for you to ... Sales and Service Execution - Deliver consistent client service excellence and strong sales results ...
Financial Administrator
Sherbrooke, QC ยท Hybrid
CA$31.19 - CA$38.65/hr
Research Financial Services Manager Position End Date (If applicable): Deadline to Apply: 2026-09-03 McGill University hires on the basis of merit and is strongly committed to equity and diversity ...
Financial Administrator
Sherbrooke, QC ยท Hybrid
CA$31.19 - CA$38.65/hr
Research Financial Services Manager Position End Date (If applicable): Deadline to Apply: 2026-09-03 McGill University hires on the basis of merit and is strongly committed to equity and diversity ...
... in a self-managed environment. At CIBC, we enable the work environment most optimal for you to ... Sales and Service Execution - Deliver consistent client service excellence and strong sales results ...
... in a self-managed environment. At CIBC, we enable the work environment most optimal for you to ... Sales and Service Execution - Deliver consistent client service excellence and strong sales results ...
Financial Service Manager information
What is the difference between Financial Service Manager vs Financial Advisor?
| Aspect | Financial Service Manager | Financial Advisor |
|---|---|---|
| Credentials | CFP, CFA, or similar certifications often preferred | CFP, ChFC, or similar certifications often required |
| Work Environment | Financial institutions, banks, or corporate finance departments | Individual clients, wealth management firms, or financial planning firms |
| Employer & Industry Usage | Used in banking, investment firms, and corporate finance | Commonly found in financial planning, wealth management, and independent advisory firms |
The main difference is that a Financial Service Manager oversees financial operations and manages teams within institutions, focusing on internal processes. In contrast, a Financial Advisor works directly with clients to develop personalized financial plans. Both roles require relevant certifications and operate within the financial industry, but their daily responsibilities and client interaction levels differ.
What does a financial service manager do?
What are the most commonly searched types of Financial Service jobs in Quebec?
The most popular types of Financial Service jobs in Quebec are:
What cities in Quebec are hiring for Financial Service Manager jobs?
Cities in Quebec with the most Financial Service Manager job openings:

Program Financial and Governance Reporting Analyst
Montreal, QC โข On-site
Full-time
Re-posted 17 days ago
Job description
Are you a data-driven professional who thrives in fast-paced environments and excels at transforming complex financial data into clear executive insights? Do you want to work with global financial institutions using the latest Microsoft tools and automation technologies? If so, then you might beย Fivesky's next Program Financial & Governance Reporting Analyst!
Who You Are:
- A highly organized professional withย 5-7 years of experienceย in financial analysis, governance reporting, or PMO functions (minimum 3+ years in a large enterprise environment).
- Skilled inย Excelย - Power Query, PivotTables, advanced formulas (XLOOKUP, SUMIFS, INDEX/MATCH), and data modeling.
- Proficient inย Power BIย - connecting datasets, designing dashboards, and building DAX measures for financial KPIs.
- Experienced inย PowerPointย - creating executive-level visuals that communicate complex data with clarity and impact.
- Comfortable collaborating inย Microsoft Teams and SharePointย - managing documents, meetings, and stakeholder communications globally.
- Experienced withย Microsoft Copilot (M365)ย - using AI to summarize data, automate reporting, and enhance productivity.
- Strong inย project and deliverable managementย - able to plan, track, and follow through on executive meetings and reporting cycles.
- A confident communicator who can present insights and recommendations to senior leadership with clarity and precision.
- A self-starter who thrives in a collaborative, fast-moving environment and values quality, accountability, and data accuracy.
It Would Be Awesome If You Had:
- Experience supportingย financial governance programsย orย executive reporting functionsย at a global financial institution.
- Familiarity withย Power Automate,ย Planner, orย Loopย to streamline reporting and follow-up workflows.
- A background inย organizational strategy,ย financial tracking, orย data-driven decision support.
- Experience improving meeting effectiveness through structured agendas, pre-reads, and follow-up discipline.
What You Will Do:
- Build and automateย financial dashboards and governance reportsย in Excel and Power BI.
- Developย executive-ready PowerPoint presentationsย with data-driven insights and clear decision points.
- Useย Copilotย to summarize data, create visuals, and generate structured meeting summaries.
- Coordinateย executive governance meetingsย - scheduling, agendas, data validation, pre-reads, and post-meeting follow-ups.
- Maintainย data integrity, version control, and governance trackingย across multiple programs and regions.
- Collaborate with Finance, Engineering, and PMO teams to align reporting structures and enhance visibility.
- Continuously refine reporting processes for efficiency, clarity, and automation.
Who we are:ย
- Fivesky is a fast-growing, global technology solution provider. We partner with the world's largest financial service firms to deliver networking/infrastructure, cybersecurity, and cloud-based solutions for complex, global projects.ย
- At Fivesky, our employees are our greatest asset, and we strive to build a strong team culture centered on highly competitive compensation, professional development, career advancement, and fun.
- This is aย full-timeย position inย Montreal, Canada. Fivesky is an equal-opportunity employer. Fivesky prohibits discrimination and harassment of any type and affords equal employment opportunities to employees and applicants without regard to race, sex, age, color, religion, national origin, sexual orientation, disability status, genetic information, protected veteran status (United States positions), or any other characteristic protected by law.ย
(FS-RID-0900)
About Fivesky
Sourced by ZipRecruiter
Industry
It services
Company size
51 - 200 Employees
Headquarters location
New York, NY, US
Year founded
2012