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Top Tech Jobs & Startup Jobs in Montreal
Financial Services
Lead business development and client relationship management for large automotive and fleet accounts. Structure and underwrite complex financings, produce credit submissions and committee memos, coordinate cross-functional deal teams, oversee portfolio monitoring and annual reviews, and drive pitches and syndications to grow wallet share and client satisfaction.
Top Skills:
PowerPoint
Financial Services
Provide high-level administrative, operational and strategic support to senior Capital Markets executives: manage complex calendars and travel, prepare presentations and reports, coordinate events, track budgets and expenses, maintain information systems, support office operations and compliance, mentor junior administrative staff, and drive continuous improvement of administrative processes.
Financial Services
Provide administrative and client-service support to Investment Advisors and the branch: coordinate marketing and client events, schedule meetings, process account requests and basic money movements, generate reports, maintain client files and databases, assist with technology issues, ensure compliance with risk and privacy policies, and escalate or analyze issues as required.
Financial Services
Client-facing sales role selling treasury management and payment solutions to commercial clients. Drive new business, expand relationships, analyze client financial/transactional data, recommend tailored cash and working-capital solutions, coordinate implementation with cross-functional teams, and represent the bank at industry events. Maintain risk and regulatory standards while promoting digital treasury and payment technologies.
Financial Services
Lead equipment finance sales and portfolio management, build client relationships, structure complex deals, secure credit approvals, cross-sell bank products, develop market strategies, ensure regulatory compliance, represent the bank externally, and provide reporting and strategic insights to senior leadership to drive revenue and portfolio performance.
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Financial Services
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.
Top Skills:
Financial AnalysisRegulatory Compliance
Financial Services
Client-facing role supporting Investment Advisors to grow and manage client relationships through financial planning, portfolio reviews, investment advice, prospecting, and business development. Prepares reports, conducts research, creates client proposals and financial plans, manages databases and compliance, and collaborates with internal partners to meet growth and service objectives while adhering to regulatory and risk frameworks.
Financial Services
Support monitoring and growth of national commercial accounts by performing financial statement analysis, advanced financial modeling, credit underwriting and writing, portfolio monitoring, and client-facing pitches. Coordinate internal stakeholders, prepare credit committee memos, manage due diligence and loan documentation, and maintain high client service and industry expertise in automotive-related lending.
Top Skills:
Financial ModelingPowerPoint
Financial Services
Drive mortgage originations by building referral networks, marketing mortgage solutions, guiding customers through applications, collaborating with branch teams, ensuring regulatory compliance, and delivering strong customer service to meet sales and profitability goals.
Financial Services
Cultivate and manage referral networks to originate mortgage business, guide customers through application and processing, execute targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report on opportunities, and deliver exceptional customer service to grow mortgage share.
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