Top Tech Jobs & Startup Jobs in Montreal

Build and manage referral networks to generate mortgage business, identify sales and cross-selling opportunities, guide customers through mortgage applications, and coordinate with branch teams to complete financing. The role develops marketing initiatives, provides mortgage and banking guidance, ensures regulatory compliance, resolves customer issues, maintains accurate records, and analyzes data to support business decisions. French and English fluency is required for client and team support inside and outside Quebec.

Provides centralized financial planning support and subject matter expertise to private wealth professionals. Develops and updates client financial plans covering investments, retirement, estates, taxation, insurance, trusts, executive compensation, and corporate structures. Supports client discovery and plan presentations, advises frontline planners, maintains planning resources, contributes to WealthPath requirements and user acceptance testing, and monitors legislative and industry changes. The role requires bilingual French and English communication and operates in a hybrid work environment.

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 compliant, timely processing. Provides mortgage and broader banking guidance, resolves customer issues, maintains accurate records, analyzes reports, and supports strategic and operational initiatives. Requires strong relationship management, sales, negotiation, communication, analytical, and regulatory knowledge, plus French and English fluency.

Build and manage referral networks to generate mortgage business and grow home-financing market share. Develop sales and marketing initiatives, identify cross-selling opportunities, guide customers through mortgage applications, coordinate documentation and funding, and resolve service issues. Maintain regulatory compliance, analyze business information, produce reports, collaborate with branch teams, and provide advice on lending and related banking products. French and English fluency is required.

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 transactions. Provides customer service, cross-sells banking products, maintains regulatory compliance, analyzes business information, resolves issues, and supports strategic and operational initiatives. Requires strong mortgage lending, relationship sales, negotiation, analytical, communication, and bilingual French-English skills.

Generates and closes sales of treasury management and payment solutions for corporate and banking clients. Manages client relationships, identifies needs, provides tailored cash management guidance, coordinates implementations, resolves documentation issues, analyzes financial and industry data, and ensures regulatory compliance. Supports digital product adoption, improves sales processes, and collaborates with internal stakeholders to deliver effective client solutions and strengthen strategic accounts.

Drive sales of BMO Life Assurance products to managing general agencies (MGAs) and brokers across a region. Build and maintain relationships, provide case and quoting support, conduct seminars, manage large-case and special-quote processes, produce reporting and dashboards, analyze data to inform strategy, support strategic initiatives, deliver technical product guidance and training, and collaborate with internal stakeholders to grow regional business.

Leads financial management, planning, forecasting, reporting, governance, and strategic decision support for business groups across Quebec, Greater Ontario, and Atlantic regions. Advises senior leaders on financial performance, opportunities, risks, resource allocation, and strategic initiatives. Oversees financial analysis, stakeholder alignment, change management, compliance, and execution of enterprise financial objectives while supporting bilingual business operations.

Supports Investment Advisors and wealth management teams through client service, account administration, trade processing, portfolio review preparation, documentation, reporting, and compliance activities. Manages client inquiries, transactions, records, and asset movements while coordinating marketing activities and client events. Maintains confidential information, resolves escalations, supports technology and team processes, mentors junior staff, and helps strengthen client relationships and retention.

Manages a portfolio of high-risk borrowing accounts, reducing loss exposure through credit analysis, restructuring recommendations, risk mitigation, and sound lending decisions. Advises stakeholders, monitors financial and risk performance, evaluates collateral and transaction terms, supports policy and strategic initiatives, coaches employees, and manages reporting and workflow. Builds relationships with customers, debtors, guarantors, legal professionals, and internal teams while ensuring compliance with banking policies and regulations.