Top Tech Jobs & Startup Jobs in Montreal

Provide expert mortgage advice and sales support to clients, manage transactional outcomes, negotiate financing pricing, and ensure compliance with regulations.

Provide inbound investment and wealth advice via remote contact centre; onboard new accounts, process mutual fund and term transactions, review client goals, recommend appropriate investment products, build trust-based relationships, and follow approved procedures.

The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.

Support Regional Sales Managers by owning end-to-end client onboarding: process account documentation, liaise with clients and partners, track progress, reduce deficiencies, coach Private Bankers, and drive sales conversion while maintaining accurate records and improving processes.

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

The associate provides sales and service for corporate card customers, handling inquiries, advising on products, and ensuring compliance with regulations.