Top Tech Jobs & Startup Jobs in Montreal

Partners with business and technology teams to identify high-value AI opportunities, design and build AI-enabled workflow solutions, integrate LLMs and agent tooling with existing systems, and deploy them securely to production. Measures business outcomes, applies responsible-AI controls, documents solutions for ongoing ownership, develops reusable patterns, and coaches colleagues on practical AI adoption in regulated financial services environments.

Supports wealth advisors and mass-market sales teams through workflow management, administrative client requests, paperwork preparation, follow-ups, Salesforce activity tracking, and issue resolution. Maintains process records and service-level deadlines, coordinates with internal and external partners, handles non-advisory client communications, and identifies opportunities to improve workflows. The role does not provide financial advice or process transactions.

Lead product development from strategy through launch for investment products across retail, institutional, retirement, and wealth channels. Build business cases, coordinate cross-functional initiatives, monitor market and regulatory trends, support commercialization, and prepare governance materials and executive presentations. Focus includes public/private markets and emerging digital asset opportunities.

Manage client payroll and pre-authorized debit (PAD) files end-to-end: setup, schedule, quality-check, delivery, and inquiries. Build and upload PAD files, document custom client processes, and serve as subject-matter expert in client meetings.

The Process Transformation Consultant leads large-scale process improvements in Group Benefits Operations, driving measurable results through Lean Six Sigma methodologies and data-driven analysis.

Perform quality reviews of Group Benefits plan setups and amendments, report findings and trends, support audits (SOX/SOC), drive process improvements, provide training and post‑training support, and analyze data to reduce errors and rework.

Execute and optimize monthly and periodic billing processes for a diverse client portfolio. Perform quantitative validation, reconcile billing data, manage high-volume manual billing tasks, resolve system and upload errors, maintain trackers and distribution lists, support journal entries and PAD setups, and participate in system testing and training to improve billing operations.

Support CRM, reporting, campaign, and territory processes for Canadian retail wealth sales. Maintain and improve advisor, dealer, branch, product, territory, and campaign data; translate business questions into reports and CRM requirements; coordinate stakeholders, document business rules, and enable sales execution through accurate reporting and territory planning.

Lead and deliver multi-year business continuity and operational resilience programs as a 2nd-line risk oversight function. Maintain standards, KRIs and controls; design tools and processes; perform oversight of BIA/BCP activities; engage stakeholders, develop strategy, provide training, and report resilience posture to senior management and risk committees.

Lead client-specific payroll implementations, gather and translate requirements, validate file integrity, manage client and vendor relationships, participate in testing and project meetings, and provide payroll subject-matter expertise to ensure smooth transitions and client satisfaction.