Top Tech Jobs & Startup Jobs in Vancouver

Builds and manages referral networks to generate mortgage business, develops sales and marketing programs, guides customers through mortgage applications, and partners with branch teams to complete financing. Provides customer service, cross-sells banking products, ensures regulatory compliance, resolves issues, analyzes business data, and supports strategic initiatives. The role requires strong mortgage lending knowledge, relationship sales expertise, negotiation skills, and familiarity with real estate and banking products.

Provides administrative, operational, and client-service support for a wealth management team. Responsibilities include building client relationships, supporting acquisition and retention, conducting outbound calls, coordinating marketing and sales materials, explaining investment products, resolving client issues, preparing reports and dashboards, coordinating meetings, and following risk, compliance, and regulatory procedures. Requires investment-industry knowledge, relevant licensing, analytical ability, and 2–3 years of related experience.

Builds and manages referral networks to generate mortgage business and expand home-financing market share. Develops sales and marketing initiatives, identifies cross-selling opportunities, guides customers through mortgage applications, and coordinates documentation and funding with branch teams. Provides customer advice, resolves issues, ensures regulatory compliance, analyzes business data, and supports strategic and operational initiatives. Requires strong mortgage lending knowledge, relationship management, sales, negotiation, communication, and analytical skills.

Builds and manages referral relationships to generate mortgage business and grow home-financing sales. Develops marketing and sales initiatives, identifies cross-sell opportunities, guides customers through mortgage applications, coordinates documentation and funding, and ensures regulatory compliance. Provides customer service, resolves issues, analyzes business information, prepares reports, supports strategic initiatives, and partners with branch teams and internal stakeholders to fulfill customer lending needs.

Leads and grows complex agriculture and agri-business client portfolios across British Columbia. Responsibilities include business development, relationship management, high-value deal structuring, credit approvals, risk management, pricing, cross-selling, portfolio profitability, and strategic advisory. The role represents the bank with industry stakeholders, supports senior leadership, ensures regulatory compliance, and delivers tailored financing solutions to meet client and organizational objectives.

Leads advanced wealth planning for high-net-worth and ultra-high-net-worth clients, developing complex financial plans and wealth strategies covering tax, estate, succession, and philanthropic planning. Partners with Investment Advisors and Branch Managers to deliver client presentations, expand asset relationships, support sales campaigns, and grow and retain client assets. Provides coaching, strategic insight, and customized advice while adhering to banking, investment, lending, legal, regulatory, and risk-management requirements.

Leads BMO’s specialized wealth planning function for Private Wealth Canada, serving high- and ultra-high-net-worth clients. Provides strategic direction, advanced financial planning expertise, sales support, and leadership for tax, estate, trust, succession, philanthropy, investment, insurance, and lending planning. Builds enterprise capabilities, drives referrals and revenue growth, establishes performance metrics and quality controls, develops talent, manages risk, and partners across business lines to deliver comprehensive wealth solutions.

Manages and grows client relationships by providing customized investment advice, portfolio reviews, financial planning, and wealth management services. Supports lead advisors with prospecting, networking, seminars, business development, client communications, investment research, portfolio creation, and business planning. Ensures compliant sales and service delivery, manages client fees and databases, resolves issues, trains support staff, and identifies opportunities to improve profitability, loyalty, and share of wallet.

Provide bilingual (French/English) partner support for BMO InvestorLine: handle inquiries, account openings/transfers, documentation, issue resolution and escalation, compliance checks (AML, Privacy, FCAC), market knowledge integration, and occasional outbound engagement to ensure partner and customer satisfaction.

Make outbound calls to BMO InvestorLine clients to obtain missing documentation, clarify requirements, and resolve inquiries. Review submissions, document interactions, escalate complex issues, monitor for suspicious activity per AML rules, and adhere to regulatory and privacy standards while working remotely during specified hours.