Top Tech Jobs & Startup Jobs in Montreal

Supports mortgage business development and fulfillment by managing referral relationships, coordinating credit applications, collecting documentation, resolving issues, and ensuring compliant, timely funding. Provides customer service, administrative and marketing support, maintains referral databases, prepares rate sheets and reports, tracks initiatives, and refers customers to appropriate banking partners. Applies mortgage and personal lending knowledge while analyzing information, monitoring application progress, and escalating complex matters.

Manages mutual fund dealer governance processes, including design, implementation, testing, documentation, reporting, regulatory remediation, and continuous improvement. Partners with stakeholders to align processes with business, risk, compliance, and customer experience requirements. Leads change management, communications, training materials, process monitoring, dashboards, and strategic initiatives while resolving operational issues and identifying opportunities to simplify or automate workflows.

Build and manage referral networks to generate mortgage business, develop sales and marketing initiatives, and guide customers through mortgage applications and processing. Provide expert advice on home financing, identify cross-selling opportunities, coordinate with branch teams, resolve service issues, maintain regulatory compliance, and support timely funding. Analyze business information, prepare reports, and develop recommendations while strengthening community and partner relationships.

The Mortgage Specialist builds relationships to generate mortgage business, provides customer service, and supports marketing initiatives to drive home financing sales.

Leads regional investment strategy, fiduciary oversight, portfolio guidance, regulatory compliance, business development, and growth enablement. Partners with Investment Counsellors and senior leaders to improve prospect conversion, client retention, performance, and investment outcomes. Provides market expertise, reporting and analytics, change management, training, governance, and strategic program leadership while supporting complex client and stakeholder needs.

Build and manage referral relationships to generate mortgage business, grow home-financing market share, and achieve sales goals. Guide customers through mortgage applications, processing, documentation, and funding while providing responsive service. Develop marketing and partnership initiatives, identify cross-selling opportunities, resolve issues, maintain compliant records, analyze business information, and collaborate with branch teams and internal stakeholders. The role requires mortgage lending expertise, relationship sales, negotiation, regulatory knowledge, and familiarity with real estate and banking products.

Builds and manages referral relationships to generate mortgage business and expand home-financing market share. Develops sales and marketing initiatives, identifies cross-selling opportunities, guides customers through mortgage applications, coordinates documentation and processing, resolves service issues, and ensures regulatory compliance. Partners with branch teams and internal stakeholders while providing mortgage, banking, and lending guidance. Analyzes data, prepares reports, and supports strategic and operational initiatives.

Builds and manages referral networks to generate mortgage business and grow home-financing market share. Develops sales and marketing programs, identifies cross-selling opportunities, guides customers through mortgage applications, coordinates with branch teams, resolves issues, and ensures compliant, timely funding. Provides customer service, banking-product referrals, market insight, reporting, and recommendations while maintaining regulatory and risk-management standards.

Builds and manages referral relationships to generate mortgage business and grow home-financing sales. Develops marketing and sales programs, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates documentation and processing, resolves service issues, and ensures regulatory compliance. Provides advice on lending products, maintains customer and referral-network relationships, analyzes business information, and supports strategic and operational initiatives.

The Investment Advisor will focus on client relationship management, business development within the Asian community, and delivering customized investment strategies. Responsibilities include assessing client needs, providing advice, developing long-term relationships, and ensuring compliance with regulatory requirements.