Top Tech Jobs & Startup Jobs in Montreal

The Mortgage Specialist Associate builds relationships to generate new mortgage business, manages applications, provides customer service, and supports marketing efforts, ensuring compliance with policies.

The Mortgage Specialist is responsible for building relationships to generate mortgage business, providing customer service, and executing marketing initiatives aimed at achieving sales goals.

The Portfolio Manager drives revenue growth through consultative sales of treasury management and payment solutions, manages client relationships, and analyzes trends to deliver tailored solutions.

The Treasury Advisor uses consultative sales to manage relationships, drive sales of treasury management and payment solutions, and ensure compliance while optimizing processes for client experiences and business outcomes.

The Senior Relationship Manager oversees business development and client relationship management to drive revenue growth, ensuring compliance and addressing complex client issues. Responsibilities include structuring deals, analyzing market trends, and collaborating across teams to optimize client satisfaction.

The Treasury & Payment Analyst provides cash management support, prepares business proposals, analyzes data, and ensures compliance with internal controls and regulations.

The Director of Tax Planning provides specialized wealth planning for HNW/UHNW clients, collaborating with other professionals to develop comprehensive financial plans and enhance client relations. They possess in-depth knowledge of wealth planning strategies and maintain compliance with regulations while supporting business growth and profitability.

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.

As an Investment Specialist, you will assist customers with wealth and investment services, achieving sales targets and providing professional quality service. The role requires analyzing customer needs and keeping updated with investment trends and regulations.

Provide bilingual (French/English) wealth and investment sales and service via remote channels. Advise clients on investment strategies and products, meet sales targets, process transactions, handle escalations, maintain regulatory compliance (AML, FCAC, Privacy), and complete required licensing exams. Coordinate referrals and integrate marketing promotions into client conversations.