Top Tech Jobs & Startup Jobs in Calgary

The Mortgage Specialist role involves building relationships to generate mortgage business, providing customer support through the application process, and executing marketing initiatives. Responsibilities include identifying sales opportunities, collaborating with branches, and analyzing data for business insights.

Build and manage referral networks to generate mortgage originations, guide customers through mortgage applications, deliver targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, document activity in internal systems, analyze data for insights, and provide exceptional customer service to meet sales and profitability goals.

Manage and grow strategic commercial client relationships through business development, deal structuring, credit approvals, cross-selling banking products, portfolio management, and regulatory compliance. Serve as escalation point for complex issues, analyze market trends, prepare executive reports, and collaborate with senior leadership and internal teams to drive revenue and client satisfaction.

Provide high-level administrative support to a ~10-person Economics team in Global Markets, managing complex calendars, travel, expenses, meeting preparation, stakeholder communications, filing, onboarding/offboarding, and confidential materials while ensuring compliance with internal controls and supporting ad hoc projects and process improvements.

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

Provide bilingual (French/English) inbound and outbound support for group and travel insurance customers, guide clients to digital tools and enrollment, document interactions for compliance, meet performance metrics, and help improve the client experience using internal systems and CRM platforms.

Provide inbound/outbound support to BMO bank clients for group and travel insurance products, guide clients to digital resources and enrollment, document interactions, meet performance metrics, and adhere to regulatory and compliance standards.

Remote contact-center role delivering investment advice and service to BMO customers. Handle inbound calls to onboard accounts, process mutual fund and term transactions, review client goals, recommend appropriate investment products, and follow approved procedures while building trust and long-term client relationships.