Top Tech Jobs & Startup Jobs in Montreal

Build and manage client relationships in a banking centre by understanding financial goals, recommending tailored banking and investment solutions, supporting cash management and credit needs, promoting digital banking tools, and conducting outreach. The role requires achieving sales results, providing strong client service, collaborating with internal partners, and working onsite across multiple banking centres, including evenings and weekends as needed.

Build and manage a client portfolio by providing personalized financial advice across banking, investments, lending, and estate planning. Develop new business through networking, referrals, local market outreach, and community involvement. Deliver relationship-focused service, meet performance targets, and support clients’ financial goals. The role is full-time onsite, may include evenings and weekends, and requires flexibility to work at multiple nearby banking centres.

Manage and grow a complex client portfolio through relationship management, comprehensive financial planning, investment and retirement advice, credit planning, and exceptional client service. Build new client relationships, develop sales plans, and generate referrals. Mentor and coach advisors while supporting informed client-focused decisions. The role is full-time onsite, may include evenings and weekends, and requires flexibility to work across nearby banking centres.

Manage and grow a complex client portfolio through relationship management, investment advice, comprehensive financial planning, and exceptional service. Develop new client relationships, generate business opportunities, and provide retirement, estate, credit, and investment planning. Mentor and coach advisors while supporting informed client decisions. The role is full-time on-site in Montreal, with flexibility to work evenings, weekends, and at nearby banking centres.

Build and grow a client portfolio through relationship management and needs-based financial advice (banking, investments, lending, estate and retirement planning). Act as single point of contact, generate new business via networking and community outreach, meet performance targets, and work flexible branch hours including evenings and weekends.

Provide personalized investment advice and planning to clients, build relationships and generate leads through business development and community outreach, collaborate with banking centre teams, and meet certification requirements while working in a bilingual, hybrid role.

Provide administrative and client support to Investment Advisors serving high-net-worth clients. Maintain compliant client files, respond to inquiries, assist with investment plans and proposals, support marketing and business development, and help direct assets to suitable financial products. Build client relationships through personalized service, community outreach, and strong organization. Fluency in French and English is required.

As an Investment Specialist, you will engage with clients, provide personalized investment advice, and participate in business development within the banking community.

Build and manage client relationships in a banking centre, understand personal and business financial goals, recommend tailored banking, credit, investment, and wealth protection solutions, and provide financial planning guidance. Generate sales results through client engagement, outreach, and networking. Introduce clients to mobile banking technology and connect them with appropriate internal partners. The role is full-time on-site, with flexibility to work evenings, weekends, and at nearby banking centres.

Provides remote contact-centre support for mutual fund and fixed-term investment clients. Responds to inquiries, explains investment products, opens mutual fund accounts, processes purchases, redemptions, and transfers, and identifies opportunities to promote additional banking products. Performs KYC procedures and follows CIRO regulations while delivering client-focused service in French and English. This is a full-time, shift-oriented remote role requiring occasional on-site availability.