Client Consultant Department: Client Experience Employment Type: Permanent - Full Time Location: Montreal, Canada Reporting To: Sana Stephens Description Canada- Montreal- Hybrid More about the role & team We’re looking for a Senior Client Consultant to join our team and support clients using the Paris investment performance platform. This is a senior, client‑facing role designed for someone who can operate with independence, credibility, and confidence from day one. Supporting institutional investment clients using the Paris performance and analytics platform Acting as a trusted client partner across performance, attribution, and analytics topics Managing client relationships with a high level of autonomy and ownership Occasional travel expected (approximately 10–15%) What skills and experience do I need to succeed? Investment industry experience (performance, attribution, analytics, or similar) Experience with financial technology or investment platforms (Paris strongly preferred) Bachelor’s degree required (finance, economics, or closely related field) ~3+ years of relevant professional experience Strong client‑facing skills and the ability to work independently Professional certifications (CFA, CIPM, or similar) Exposure to QA, project, or product‑related work Strong time‑management and prioritisation skills Natural curiosity and independent thinking What do we offer? Confluence offers generous benefit packages for team members, including: Generous Time Off packages including additional half days with each public holiday in your location. Global Career Development opportunities Social Events Referral Bonus scheme – up to $3,000 per successful referral #J-18808-Ljbffr
Client Consultant
CONFLUENCE TECHNOLOGIES, INC.
montreal (administrative region), montreal (administrative region)
Published 27 days ago
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