Top Tech Jobs & Startup Jobs in Montreal

Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new business through networking, referrals, community involvement, and needs-based financial solutions. Deliver exceptional client service, meet performance targets, and work on-site across multiple banking centres, including evenings and weekends as needed.

Develops mortgage business by engaging clients, providing personalized mortgage advice and financial solutions, generating leads, building realtor and community networks, and converting opportunities into CIBC clients. The role is mobile and relationship-focused, requiring bilingual French and English communication, strong networking, client service, mortgage lending knowledge, and business development skills.

Provides personalized financial advice to personal and small business clients, manages mortgage client portfolios, and identifies investment, credit, and banking opportunities. Builds relationships through outreach, networking, referrals, and community events while introducing clients to digital banking tools. Requires flexible availability for evenings, weekends, and multiple banking centres, with full-time onsite work.

Manage relationships with high-net-worth, self-directed investing clients while maintaining a 200+ household book. Provide compliant trade execution, explain trading policies, process account and transaction requests, resolve complaints, and maintain high accuracy. Meet sales and asset targets, prospect for referrals, monitor account restrictions, and ensure adherence to CIRO and CIBC policies. The role requires strong Canadian and U.S. market knowledge, relationship management experience, and fluency in French and English.

Manage and grow a complex personal and business client portfolio through relationship management, comprehensive financial planning (investments, retirement, estate), and exceptional service. Mentor advisors, develop local sales plans, convert leads, and deliver fiduciary investment advice while working on-site across multiple banking centres and flexible hours.

Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new business through networking, referrals, community involvement, and local market outreach. Deliver exceptional client service, meet performance targets, and support clients with financial goals including home ownership, business setup, and long-term planning. Work on-site, including evenings and weekends, across multiple nearby banking centres as needed.

Build and manage client relationships in a banking centre by understanding personal and business goals, recommending financial products, providing tailored financial guidance, supporting cash management, credit, investments, and wealth protection needs, and introducing clients to mobile banking tools. Conduct outreach and marketing activities, grow client networks, achieve sales results, and connect clients with appropriate banking specialists. The role is full-time on-site, may include evenings and weekends, and requires flexibility to work at multiple nearby banking centres.

Provide mobile, relationship-driven mortgage advice to clients in English and French. Build referral networks, convert leads, collaborate with banking centre teams, and support mortgage documentation and lending processes while working predominantly remotely with occasional on-site requirements.

As a Mobile Financial Services Representative, you'll engage with Costco members to identify financial needs, provide product information, and deliver exceptional client service while meeting sales targets in a fast-paced environment.

Provide mobile, client-focused mortgage advice and product solutions; develop business through local market knowledge and networking; collaborate with banking teams and realtors to convert leads and support clients through mortgage documentation and lending processes.