Top Tech Jobs & Startup Jobs in Montreal

Drive mortgage origination by building and managing referral networks, executing targeted marketing and sales programs, guiding customers through mortgage application and processing, partnering with branch teams, ensuring regulatory compliance, and delivering exceptional bilingual customer service. Analyze data, prepare reports, resolve issues, and support strategic initiatives to grow home financing market share.

Manages and grows a portfolio of commercial banking clients, develops new business, structures and negotiates lending solutions, performs credit and financial analysis, and collaborates with internal teams to deliver tailored banking services. The role monitors portfolio profitability and risk, ensures regulatory compliance, and provides strategic advice to business owners and executives. Fluency in French and English is required to support clients and team members in Quebec and elsewhere.

Leads regulatory compliance and risk management programs for Private Wealth, including control design, regulatory interpretation, risk assessments, remediation, audits, training, reporting, and stakeholder coordination. Monitors first-line adherence to policies, supports AML and compliance officer responsibilities, manages change initiatives, and advises business leaders on regulatory and risk requirements. Builds procedures, sustains control effectiveness, and promotes a strong risk management culture across business units.

Builds and manages referral relationships to generate mortgage business and expand home-financing sales. Identifies cross-sell opportunities, supports marketing initiatives, guides customers through mortgage applications, coordinates documentation and funding, and resolves service issues. Advises customers on banking products, maintains compliant records, analyzes data and reports, and collaborates with branch and internal teams to deliver timely solutions while meeting sales, profitability, and risk-management objectives.

Manages and grows client relationships by providing investment advice, portfolio support, financial planning, and wealth management services. Partners with lead advisors on client reviews, prospecting, business development, portfolio construction, marketing, and business planning. Prepares financial plans, conducts investment research, addresses client needs, manages fees and databases, supports staff, and ensures compliance with regulatory and risk requirements.

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.

The Senior Relationship Manager drives business growth through client relationship management, revenue generation, and strategic problem-solving. Responsibilities include structuring deals, developing market strategies, and ensuring regulatory compliance while maintaining strong client relationships.

Manages and grows a portfolio of commercial banking clients, serving as a strategic advisor to business owners and executives. Identifies new business opportunities, structures and negotiates complex lending and banking solutions, performs financial and credit analysis, and collaborates with internal specialists. Monitors portfolio profitability, risk, and performance while ensuring regulatory compliance. Requires bilingual French and English communication to support clients and teams in and outside Quebec.

Builds and manages mortgage referral relationships, supports sales and marketing activities, processes and monitors home financing applications, coordinates documentation and fulfillment, resolves customer issues, and ensures compliance with lending policies and regulations. Provides administrative, reporting, dashboard, and customer service support while identifying opportunities for mortgage and other banking products.

The Investment Advisor will focus on client relationship management, business development within the Asian community, and delivering customized investment strategies. Responsibilities include assessing client needs, providing advice, developing long-term relationships, and ensuring compliance with regulatory requirements.