Top Tech Jobs & Startup Jobs in Montreal

The Mobile Mortgage Specialist will work to expand the client base by establishing relationships, providing mortgage solutions, and engaging with various business influencers in the community. Responsibilities include sales activities targeting brokers, builders, and financial planners to generate referrals and build a strong client portfolio.

Provide comprehensive financial planning and advice to high-net-worth clients, build long-term relationships, perform analyses and reports, recommend solutions, mentor colleagues, support business development and ensure risk-aware, compliant service delivery to meet team objectives.

Sell mortgage products and grow TD Canada Trust's client base by developing referral relationships (brokers, builders, planners), conducting client outreach and advisory sales, using TD sales systems and commission programs, and participating in training and coaching to meet sales targets while providing excellent customer service.

Provide comprehensive financial planning and wealth protection advice to high-net-worth clients. Assess clientsgoals, produce analyses and reports, make recommendations, mentor peers, support risk management, drive client acquisition and team objectives while delivering exceptional client service.

Provide friendly, accurate branch customer service by processing transactions, resolving concerns, identifying customer needs, recommending banking solutions, and supporting team and operational excellence.

This role involves providing expert advice on personal banking and business banking products, improving customer financial confidence, and actively contributing to business growth objectives.

The Actuarial Analyst III role involves implementing pricing strategies, coaching junior analysts, and optimizing pricing algorithms and models to enhance profitability for the GI Pricing and Profitability team.

Seeking a Financial Planner to assist clients in financial goal achievement, manage relationships, conduct analyses, and provide mentorship while ensuring risk management adherence.

Provide financial and investment advice to wealth management clients across registered and non-registered products; develop documented financial plans; manage client relationships and referrals; lead/support client service staff; ensure compliance with securities regulations and TD policies; contribute to business growth and risk management. Maintain required licenses.

The Account Manager will support Account Executives in equipment financing, develop business strategies, and assist clients with financial solutions and relationship management.