Top Tech Jobs & Startup Jobs in Montreal

Manages day-to-day mortgage lending operations, including loan administration, servicing, transaction processing, documentation, reconciliations, stakeholder inquiries, and SLA adherence. Supports process improvements, strategic initiatives, change management, training, reporting, and regulatory risk controls. Collaborates with internal teams and external customers, resolves operational issues, monitors performance, and helps maintain accurate and efficient mortgage support processes. French and English fluency is required to support Quebec and broader Canadian stakeholders.

Provide bilingual English and French investment sales and service through an inbound contact center. Advise customers on mutual funds and term investments, support account onboarding and transactions, review financial goals, recommend appropriate products, and build trusted customer relationships while following approved procedures and industry regulations. This is a fully remote role requiring weekday availability between 8:00 AM and 8:00 PM EST.

Provides wealth and investment sales and service to customers and prospects. Advises on investment strategies and products, identifies opportunities, achieves sales targets, handles transactions and documentation, and refers complex needs internally. Maintains knowledge of investment markets, products, regulations, AML requirements, and compliance standards while protecting customer confidentiality and applying risk management practices.

Make outbound calls to BMO InvestorLine clients to obtain missing documentation, clarify requirements, and resolve inquiries. Review submissions, document interactions, escalate complex issues, monitor for suspicious activity per AML rules, and adhere to regulatory and privacy standards while working remotely during specified hours.

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.

The Investment Specialist provides sales and service for wealth and investment-related products, advises customers, and achieves sales targets while ensuring compliance with regulations.

Provide investment advice and client support through an inbound contact center for BMO SmartFolio. Advisors assess investment needs, build client relationships, conduct portfolio reviews, assist with onboarding and account servicing, and support contributions and withdrawals. The role also includes educating clients, helping them meet financial goals, and completing approved sales and service activities. Candidates need relevant industry experience or a post-secondary credential, IR licensing components, wealth management knowledge, and strong communication skills in English and French preferred.

Reviews delinquent, high-risk, and written-off accounts to identify collections opportunities and execute loss-mitigation strategies. Advises customers on payment plans, negotiates resolutions, processes transactions, and handles escalated inquiries. Analyzes account data, prepares reports and dashboards, supports collections processes, develops action plans, and coaches personnel. Maintains regulatory compliance, protects confidential information, and collaborates with internal and external stakeholders to maximize recovery and minimize losses.

Provide bilingual (French/English) wealth and investment sales and service to BMO customers, advise on investment strategies, meet sales targets, manage transactions, escalate complex issues, ensure compliance (AML, FCAC, Privacy), and maintain product and market knowledge.

Provide bilingual (French/English) partner support for BMO InvestorLine: handle inquiries, account openings/transfers, documentation, issue resolution and escalation, compliance checks (AML, Privacy, FCAC), market knowledge integration, and occasional outbound engagement to ensure partner and customer satisfaction.