Top Tech Jobs & Startup Jobs in Montreal

Supports Investment Advisors and their teams with wealth-management administration and client service. Responsibilities include scheduling meetings and portfolio reviews, handling account maintenance, transfers, trades, money movement, complaints, reports, client records, regulatory documentation, and redocumentation. The role also coordinates marketing and client events, monitors assets, supports technology and policy questions, mentors junior staff, and helps retain and grow client relationships while following risk, privacy, compliance, and regulatory requirements.

Develop and manage referral networks to originate mortgage business, guide customers through mortgage applications, execute marketing and sales initiatives, collaborate with branch teams, ensure regulatory compliance, resolve issues, document status in internal systems, and analyze data to provide insights and recommendations.

Build and manage referral networks to generate mortgage originations, guide customers through mortgage application and processing, execute targeted marketing and sales initiatives, collaborate with branch teams, maintain compliance with policies and regulations, analyze data and report on opportunities, and provide exceptional customer service to grow BMO's home financing business.

Build and manage referral networks to originate mortgages, guide customers through mortgage applications, execute marketing and sales initiatives, collaborate with branch teams, ensure regulatory compliance, analyze data and report insights, resolve customer issues, and support strategic and operational initiatives to grow mortgage business and deliver exceptional customer service.

Client-facing VP role selling FX risk management to mid/large commercial clients: price, quote and execute spot/forward/swap/options, propose hedging solutions, demo OLBB, assist onboarding/regulatory, analyze market data, use Bloomberg and internal systems, and incorporate AI to improve efficiencies.

Lead regional growth for BMO InvestorLine's digital wealth business via channel and relationship management, sales coaching, training, territory planning, and campaign support. Build partner relationships, monitor sales and retention targets, resolve escalations, contribute to product and process improvements, and execute territory business plans while managing extensive travel and local market engagement to meet KPIs.

Builds and manages referral networks to generate mortgage business, develops sales and marketing initiatives, guides customers through mortgage applications, and partners with branch teams to complete financing. Provides customer advocacy, cross-selling, regulatory compliance, issue resolution, reporting, and recommendations while maintaining knowledge of mortgage lending, personal banking, and real estate markets.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Develops sales and marketing initiatives, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates with branch teams, resolves issues, and ensures compliant, timely funding. Maintains customer and referral relationships, provides banking-product referrals, analyzes business information, prepares reports, and supports strategic and operational initiatives.

Builds and manages referral relationships to generate mortgage business and expand home-financing sales. Identifies cross-sell opportunities, supports marketing initiatives, guides customers through mortgage applications, coordinates documentation and funding, and resolves service issues. Advises customers on banking products, maintains compliant records, analyzes data and reports, and collaborates with branch and internal teams to deliver timely solutions while meeting sales, profitability, and risk-management objectives.

Provides administrative, operational, and client service support for a private wealth team. Responsibilities include maintaining client relationships, supporting investment planning, conducting outbound calls, coordinating marketing materials, resolving complaints, preparing reports and dashboards, organizing client meetings, tracking strategic initiatives, and following risk, compliance, legal, and regulatory requirements.