Top Tech Jobs & Startup Jobs in Montreal

Lead a regional financial planning and investment sales team to grow market share, drive sales strategy execution, develop talent, ensure compliance and risk management, collaborate with branch and wealth partners, and represent the bank in the community and industry forums.

The role involves driving sales of BMO Life Assurance products, consulting with MGAs and brokers, conducting seminars, and providing strategic support and analysis to enhance business results.

Provide administrative and client-service support to Investment Advisors and branch operations. Book meetings, prepare client reviews, coordinate marketing and events, process account openings, transfers and trades, handle inquiries and escalations, maintain client records and regulatory documentation, monitor assets and redocumentation cycles, support technology and mentor junior staff, and ensure compliance with risk and privacy requirements to retain and grow client relationships.

The Senior Relationship Manager oversees business development and client relationship management to drive revenue growth, ensuring compliance and addressing complex client issues. Responsibilities include structuring deals, analyzing market trends, and collaborating across teams to optimize client satisfaction.

The Director of Tax Planning provides specialized wealth planning for HNW/UHNW clients, collaborating with other professionals to develop comprehensive financial plans and enhance client relations. They possess in-depth knowledge of wealth planning strategies and maintain compliance with regulations while supporting business growth and profitability.

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.

Provides financial and investment planning and advice, identifies client needs, sells managed products, generates referrals, implements business development strategies, meets sales targets, develops relationship plans, and ensures regulatory compliance while protecting the bank's assets.

Manage a portfolio of high-risk commercial accounts to reduce loss exposure and manage credit risk. Provide credit decisions and mitigation strategies, advise stakeholders, perform financial and risk analysis, monitor portfolio performance, and develop policy, tools, and training. Support strategic initiatives, change management, and stakeholder alignment while documenting decisions and delivering timely, accurate service. Act as a technical resource and coach to sales/service teams to improve credit structuring and risk outcomes.

The Associate Director, National Accounts will manage portfolios, perform financial analysis, support client relationships, and contribute to business development efforts within the automotive finance sector.

The Mortgage Specialist role involves building relationships with referral networks, facilitating mortgage applications, identifying sales opportunities, and delivering customer service to support home financing solutions.