Top Tech Jobs & Startup Jobs in Montreal

Provide bilingual (French/English) wealth and investment sales and service via remote channels. Advise clients on investment strategies and products, meet sales targets, process transactions, handle escalations, maintain regulatory compliance (AML, FCAC, Privacy), and complete required licensing exams. Coordinate referrals and integrate marketing promotions into client conversations.

The associate provides sales and service for corporate card customers, handling inquiries, advising on products, and ensuring compliance with regulations.

The role involves processing estate-related settlements for deceased customers, providing support and financial solutions, and collaborating with stakeholders. It requires fluency in French and English and involves adherence to regulatory standards.

Provide inbound investment and wealth advice via remote contact centre; onboard new accounts, process mutual fund and term transactions, review client goals, recommend appropriate investment products, build trust-based relationships, and follow approved procedures.

The role involves providing client investment advice and fulfilling sales and service activities, while achieving sales targets and maintaining industry knowledge.

Provide expert mortgage advice and sales support to clients, manage transactional outcomes, negotiate financing pricing, and ensure compliance with regulations.