Top Tech Jobs & Startup Jobs in Montreal

The Investment Associate manages client relationships, delivers customized investment advice, engages in sales activities, and contributes to client growth objectives, ensuring compliance with regulatory standards.

The Portfolio Assistant provides administrative and operational support in financial and investment planning, ensuring compliance and accuracy in transactions, managing client accounts, and coordinating meeting logistics.

Drive sales of BMO Life Assurance products to MGAs and brokers across the region. Build and maintain relationships, provide case support and quotations, manage special and large-case processes, deliver training and presentations, produce reports and dashboards, analyze trends and data, support strategic initiatives, and collaborate with internal stakeholders to grow regional business and improve client experience.

Build and manage referral networks to generate mortgage originations, guide customers through mortgage applications, execute targeted marketing and sales programs, collaborate with branch teams, ensure compliance with regulations, analyze data and report on opportunities, and provide exceptional customer service.

The Associate Director will handle loan origination and account management, analyze financial data, prepare credit packages, and build client relationships.

The Senior Relationship Manager is responsible for generating new business, managing client relationships, and providing customized financial solutions. This role includes financial analysis, risk assessment, and overseeing a portfolio of clients while ensuring compliance and ongoing monitoring of accounts.

Build and manage referral networks to originate mortgage business, guide customers through mortgage applications, execute marketing/sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report on opportunities, and provide exceptional bilingual customer service.

Provide cash management advice and support to banking partners and clients, drive sales and pipeline performance, structure complex deals, implement cash management products, manage stakeholder relationships, ensure controls and regulatory compliance, analyze data to inform strategy, and support product change and operational execution.

As a Mortgage Specialist at BMO, you will build and manage relationships, identify sales opportunities, and guide customers through the mortgage process while delivering exceptional service and achieving sales goals.

The Administration Assistant supports Investment Advisors in daily operations, coordinates marketing activities, manages client inquiries, and assists with account-related requests to enhance client experience and support business goals.