Mortgage Specialist
Peterborough, ONBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. The role calls for a strong understanding of the mortgage lending process, regulatory requirements, and sales, negotiation, and customer service skills.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork
Financial Planner
Peterborough, ONBank of Montreal
3+ ansBank of Montreal needs candidates with typically 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the Financial Planner licensing and registration required in their province. Strong in-depth communication, collaboration, analytical and influence skills, and advanced knowledge of the financial industry are expected.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving