Top Tech Jobs & Startup Jobs in Montreal

Provides cash management advice and support to banking partners and commercial clients. Manages profitable client portfolios, develops sales opportunities, supports complex deal structuring, negotiates pricing, implements cash management solutions, and delivers product expertise. Builds stakeholder relationships, monitors pipelines and performance, analyzes strategic issues, manages risks, and supports product and process improvements. Coaches partners and ensures compliance with bank policies and regulations.

Manages a portfolio of mid-market commercial banking clients, advising business owners and executives on growth strategies and financial solutions. Responsibilities include relationship development, business development, commercial lending and financing structuring, cash management, credit analysis, portfolio management, and collaboration with banking specialists. The role requires building a strong presence in Montreal’s South Shore business community and providing service in both French and English.

Drives sales of BMO Life Assurance products to managing general agencies and brokers. Responsibilities include prospecting, relationship management, seminars, case support, insurance quotations, special quote and large-case coordination, product and illustration-tool support, regional reporting, and development of marketing materials. The role provides technical insurance guidance, analyzes sales data, supports strategic initiatives, and collaborates with internal stakeholders to achieve regional business objectives.

Build and manage referral networks to generate mortgage originations, guide customers through mortgage applications, execute targeted marketing and sales programs, collaborate with branch teams, ensure regulatory and operational compliance, analyze data and report insights, resolve customer issues, and support strategic initiatives to grow home financing business.

Build and manage referral networks to generate mortgage originations, guide customers through application and processing, deliver targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report insights, and provide exceptional bilingual customer service in French and English.

Builds and manages referral networks to generate mortgage business, develops sales and marketing initiatives, guides customers through mortgage applications, and partners with branch teams to complete financing. Provides customer advocacy, cross-selling, regulatory compliance, issue resolution, reporting, and recommendations while maintaining knowledge of mortgage lending, personal banking, and real estate markets.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Develops sales and marketing initiatives, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates with branch teams, and ensures timely completion and compliance. Provides relationship-based banking advice, resolves customer issues, analyzes business information, prepares reports, and supports strategic and operational initiatives while managing risk.

Reviews financial plans for quality, accuracy, consistency, and risk; coaches wealth professionals; provides financial planning expertise across investment, retirement, estate, tax, insurance, and corporate planning; supports WealthPath users and system upgrades; identifies trends, errors, training needs, and process improvements; and develops planning resources and quality review standards.

Client-facing role supporting Investment Advisors to grow and manage client relationships through financial planning, portfolio reviews, investment advice, prospecting, and business development. Prepares reports, conducts research, creates client proposals and financial plans, manages databases and compliance, and collaborates with internal partners to meet growth and service objectives while adhering to regulatory and risk frameworks.

Manages mutual fund dealer governance processes, including design, implementation, testing, documentation, reporting, regulatory remediation, and continuous improvement. Partners with stakeholders to align processes with business, risk, compliance, and customer experience requirements. Leads change management, communications, training materials, process monitoring, dashboards, and strategic initiatives while resolving operational issues and identifying opportunities to simplify or automate workflows.