Senior Director, Business Enablement, Trust Co.
Toronto, ONBank of Montreal
9+ ansBank of Montreal needs 9+ years of relevant experience, thorough knowledge of banking and trust and estate products, and proven delivery of strategic initiatives. Expert communication, analytical, influence and data-driven decision-making skills are required, with TEP, CFA, MBA, CA or LLB as an asset.
Organisational resilience, Leadership, Monitor customer service, Client relationship management, Regulatory compliance, Administrative support
VP, Strategy and Performance Management, Capital Markets
Toronto, ONBank of Montreal
3+ ansCandidates need typically 3 to 7 years of relevant experience in management consulting, financial services or strategy, plus a post-secondary degree such as an MBA or CFA. Expert analytical, communication, stakeholder management and data-driven decision skills are required.
Performance management, Leadership, Strategic planning, Change management, Research, Financial modelling
Director, Value Added Services and Beyond Banking
Toronto, ONBank of Montreal
10+ ansBank of Montreal needs candidates with an undergraduate degree and an MBA from a top-tier school, plus 10+ years in strategy, product, partnerships or customer experience. Strong commercial, analytical and executive communication skills, plus proven people leadership, are required.
Wealth Planning Consultant, Private Wealth
Waterloo, ONBank of Montreal
1+ ansBank of Montreal needs 1 to 3 years of relevant experience (3 to 5 for the senior role) with a post-secondary degree in a related field. Candidates should have selling experience with advisors or HNW clients, in-depth communication and analytical skills, and a CFP or similar credential as an asset.
Financial planning software
Senior Wealth Planning Consultant
Vancouver, BCBank of Montreal
3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree in a related field. A CFP designation (IQPF in Quebec), experience selling to HNW clients and strong communication and analytical skills are expected.
NaviPlan
Managing Director & Head, Credit and Portfolio Management
Toronto, ONBank of Montreal
20+ ansBank of Montreal needs 20+ years in financial services in a corporate lending environment, with 10+ years structuring transactions, including leveraged finance. Candidates need a CPA, MBA or equivalent, credit qualification, and command of portfolio management concepts such as allowance, RWA and return on capital.