Top Tech Jobs & Startup Jobs in Montreal

Build and manage referral networks to originate mortgage business, execute targeted marketing and sales programs, guide customers through mortgage application and processing, ensure compliance with policies and regulations, collaborate with branch teams, document statuses in internal systems, analyze data and prepare reports, resolve issues or escalate, and support strategic initiatives to grow home financing market share.

Designs, tests, implements and manages business processes to support strategy and customer experience. Supports strategic initiatives, analyzes data, produces reports/dashboards, drives change and training, ensures regulatory compliance, and identifies opportunities to streamline and automate processes while engaging stakeholders.

Provide cash management advice and support to banking partners and clients, drive sales and pipeline, structure complex deals, implement cash management products, ensure controls and compliance, analyze performance and risks, collaborate with stakeholders, and support strategic initiatives and product changes.

Build and manage referral networks to generate mortgage originations; guide customers through mortgage applications, execute marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, document activity, analyze data for insights, and resolve customer issues to meet sales and service goals.

Provide administrative and client-service support to Investment Advisors and branch operations. Book meetings, prepare client reviews, coordinate marketing and events, process account openings, transfers and trades, handle inquiries and escalations, maintain client records and regulatory documentation, monitor assets and redocumentation cycles, support technology and mentor junior staff, and ensure compliance with risk and privacy requirements to retain and grow client relationships.

The role involves managing deposit and payment operations, collaborating with stakeholders, addressing inquiries, ensuring service level agreements are met, and supporting process improvements.

Support monitoring and growth of national commercial accounts by performing financial statement analysis, advanced financial modeling, credit underwriting and writing, portfolio monitoring, and client-facing pitches. Coordinate internal stakeholders, prepare credit committee memos, manage due diligence and loan documentation, and maintain high client service and industry expertise in automotive-related lending.

The Regional Director leads wealth planning and guidance for HNW/UHNW clients, collaborates with Investment Advisors, and implements strategies to enhance client investment experiences while driving business growth.

Provide administrative and client-service support to Investment Advisors and the branch: coordinate marketing and client events, schedule meetings, process account requests and basic money movements, generate reports, maintain client files and databases, assist with technology issues, ensure compliance with risk and privacy policies, and escalate or analyze issues as required.

Lead equipment finance sales and portfolio management, build client relationships, structure complex deals, secure credit approvals, cross-sell bank products, develop market strategies, ensure regulatory compliance, represent the bank externally, and provide reporting and strategic insights to senior leadership to drive revenue and portfolio performance.