Top Tech Jobs & Startup Jobs in Montreal

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

The Mortgage Specialist will build and manage relationships to increase mortgage business, assist customers through the application process, resolve issues, and ensure compliance with legal requirements while delivering exceptional customer service.

The Mortgage Specialist is responsible for building relationships to generate mortgage business, providing customer service, and executing marketing initiatives aimed at achieving sales goals.

The Investment Specialist provides sales and service for wealth and investment-related products, advises customers, and achieves sales targets while ensuring compliance with regulations.

Provide inbound wealth and investment sales and service from a remote contact centre: onboard accounts, process mutual fund and term transactions, assess customer goals, recommend appropriate investment products, and follow approved procedures while building trusted client relationships.

Provide bilingual (French/English) wealth and investment sales and service to BMO customers, advise on investment strategies, meet sales targets, manage transactions, escalate complex issues, ensure compliance (AML, FCAC, Privacy), and maintain product and market knowledge.

Provide bilingual (French/English) collections support for delinquent, high-risk, or written-off consumer accounts. Advise customers on payment strategies, execute loss-mitigation procedures, handle inbound calls, process transactions, escalate complex cases, collaborate with internal stakeholders, and support continuous improvement while following policies and regulatory requirements.

The Mutual Funds Representative advises clients on wealth strategies and products, fulfills sales and service activities, and monitors market trends to enhance customer experience.

Support Regional Sales Managers by owning end-to-end client onboarding: process account documentation, liaise with clients and partners, track progress, reduce deficiencies, coach Private Bankers, and drive sales conversion while maintaining accurate records and improving processes.

As an Investment Specialist, you will assist customers with wealth and investment services, achieving sales targets and providing professional quality service. The role requires analyzing customer needs and keeping updated with investment trends and regulations.