Top Tech Jobs & Startup Jobs in Montreal

The Director, Business Advisory and Succession Planning provides specialized advice to high net worth clients, enhances client experiences, develops strategies for business succession, and leads educational programs while collaborating with a team of experts.

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

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.

The Logistics Specialist provides clerical support, coordinates office operations, manages supplies and travel bookings, and ensures adherence to policies and procedures.

The Bilingual Account Specialist collaborates on managing delinquent accounts, provides customer service, advises on payment strategies, and ensures successful resolution of non-performing accounts while adhering to policies.

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

The role involves managing lending operations, providing administrative support, maintaining communication with stakeholders, and ensuring compliance with service level agreements.

The HVAR Collection agent will manage high-risk accounts, negotiate solutions for customers, assess risks, and implement debt collection practices while ensuring compliance with legal standards.