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Top Tech Jobs & Startup Jobs in Montreal
Financial Services
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.
Top Skills:
Financial ModelingPowerPoint
Financial Services
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.
Top Skills:
Cch Financial Planning SoftwareNaviplan
Financial Services
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.
Financial Services
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.
Financial Services
The Office Coordinator manages office operations and administrative tasks, coordinating logistics, client services, and employee support to create a positive environment for staff and visitors.
Top Skills:
ExcelMS OfficeOutlookPowerPointWord
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Financial Services
Lead regional growth for BMO InvestorLine's digital wealth business via channel and relationship management, sales coaching, training, territory planning, and campaign support. Build partner relationships, monitor sales and retention targets, resolve escalations, contribute to product and process improvements, and execute territory business plans while managing extensive travel and local market engagement to meet KPIs.
Top Skills:
Investorline Digital Wealth PlatformsOnline Investing Brokerage PlatformsSalesforce
Financial Services
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.
Financial Services
Build and manage referral networks to generate mortgage originations, guide customers through mortgage application and processing, deliver targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report on opportunities, and provide exceptional bilingual customer service.
Financial Services
The Mortgage Specialist builds relationships to generate mortgage business, provides customer service, and supports marketing initiatives to drive home financing sales.
Top Skills:
Customer ServiceFinancial AdvisingMortgage Lending ProcessNegotiationRelationship ManagementSales
Financial Services
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.
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