Top Tech Jobs & Startup Jobs in Montreal

Provides centralized financial planning support and subject matter expertise to private wealth professionals. Develops and updates client financial plans covering investments, retirement, estates, taxation, insurance, trusts, executive compensation, and corporate structures. Supports client discovery and plan presentations, advises frontline planners, maintains planning resources, contributes to WealthPath requirements and user acceptance testing, and monitors legislative and industry changes. The role requires bilingual French and English communication and operates in a hybrid work environment.

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, and ensures compliant, timely processing. Provides mortgage and broader banking guidance, resolves customer issues, maintains accurate records, analyzes reports, and supports strategic and operational initiatives. Requires strong relationship management, sales, negotiation, communication, analytical, and regulatory knowledge, plus French and English fluency.

Build and manage referral networks to generate mortgage business and grow home-financing market share. Develop sales and marketing initiatives, identify cross-selling opportunities, guide customers through mortgage applications, coordinate documentation and funding, and resolve service issues. Maintain regulatory compliance, analyze business information, produce reports, collaborate with branch teams, and provide advice on lending and related banking products. French and English fluency is required.

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 transactions. Provides customer service, cross-sells banking products, maintains regulatory compliance, analyzes business information, resolves issues, and supports strategic and operational initiatives. Requires strong mortgage lending, relationship sales, negotiation, analytical, communication, and bilingual French-English skills.

Drive sales of BMO Life Assurance products to managing general agencies (MGAs) and brokers across a region. Build and maintain relationships, provide case and quoting support, conduct seminars, manage large-case and special-quote processes, produce reporting and dashboards, analyze data to inform strategy, support strategic initiatives, deliver technical product guidance and training, and collaborate with internal stakeholders to grow regional business.

Supports Investment Advisors and wealth management teams through client service, account administration, trade processing, portfolio review preparation, documentation, reporting, and compliance activities. Manages client inquiries, transactions, records, and asset movements while coordinating marketing activities and client events. Maintains confidential information, resolves escalations, supports technology and team processes, mentors junior staff, and helps strengthen client relationships and retention.

Drive mortgage origination by building and managing referral networks, executing targeted marketing and sales programs, guiding customers through mortgage application and processing, partnering with branch teams, ensuring regulatory compliance, and delivering exceptional bilingual customer service. Analyze data, prepare reports, resolve issues, and support strategic initiatives to grow home financing market share.

Manages and grows a portfolio of commercial banking clients, develops new business, structures and negotiates lending solutions, performs credit and financial analysis, and collaborates with internal teams to deliver tailored banking services. The role monitors portfolio profitability and risk, ensures regulatory compliance, and provides strategic advice to business owners and executives. Fluency in French and English is required to support clients and team members in Quebec and elsewhere.

Manages and grows client relationships by providing investment advice, portfolio support, financial planning, and wealth management services. Partners with lead advisors on client reviews, prospecting, business development, portfolio construction, marketing, and business planning. Prepares financial plans, conducts investment research, addresses client needs, manages fees and databases, supports staff, and ensures compliance with regulatory and risk requirements.

The Senior Relationship Manager drives business growth through client relationship management, revenue generation, and strategic problem-solving. Responsibilities include structuring deals, developing market strategies, and ensuring regulatory compliance while maintaining strong client relationships.