Top Tech Jobs & Startup Jobs in Montreal

As a Mortgage Specialist at BMO, you will manage customer relationships, identify sales opportunities, deliver exceptional service, and drive business results in mortgage lending.

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

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.

This role involves processing estate-related settlements, providing customer support, and ensuring compliance with legal requirements while working closely with executors and internal stakeholders.