Client Advisor, Montreal

Remote / Home Office - Montrealremote$190K$210K

Posted 2 days ago · via Workday

About this role

Neuberger Berman, established in 1939, is a global, employee-owned investment management firm with over $540 billion (USD) in assets under management globally. Renowned for its active, research-driven approach, the firm delivers investment solutions across asset classes, including equities, fixed income, alternatives, and multi-asset strategies. With a strong commitment to innovation and ESG leadership, Neuberger Berman Canada provides tailored solutions for Canadian financial advisors, institutions, and high-net-worth investors. The firm is dedicated to empowering advisors with insights and products to help their clients achieve long-term financial goals. As part of a growing Canadian business, this role offers the opportunity to make a significant impact on the firm's future success.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

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2

Level fit

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3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is remote-eligible — we factor in your stated location and time-zone overlap.

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