Estate Insurance Associate
Toronto, ON +1Bank of Montreal
3+ ansBank of Montreal needs candidates with 3 to 5 years of related experience, a post-secondary degree and a Life Insurance Licence. Strong knowledge of life insurance, investment, trust and estate products and good communication, organization and analytical skills are required.
Sales activities, Customer service, Sales, Editing, Insurance licence, Regulatory compliance
Wealth & Tax Planning Consultant, Private Wealth
Montréal, QCBank of Montreal
5+ ansBank of Montreal needs a candidate with 5 to 9 years of relevant experience, a university degree, and ideally a post-graduate degree or a professional designation such as CPA, CA, Fin. Pl. or LL.B. Strong experience with high-net-worth clients, a record of growing a client services business, and expert communication and analytical skills are required.
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
Client Service Associate, Private Wealth
Toronto, ONBank of Montreal
3+ ansCandidates need a current CIRO Investment Representative licence and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing, compliance requirements, client service, organization and communication is needed.
Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO
Client Service Assistant, Private Wealth
Toronto, ONBank of Montreal
1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They must hold or obtain CIRO Investment Representative licensing, and need good communication, organization, teamwork and problem-solving skills.
Financial planning software, Client database
Client Service Associate, BMO Nesbitt Burns
Calgary, ABBank of Montreal
3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. The role also requires provincial licensing for the jurisdiction and good communication, organization and problem-solving skills.
Client database
Portfolio Assistant
Victoria, BCBank of Montreal
2+ ansBank of Montreal asks for 2 to 3 years of relevant experience, a post-secondary degree or equivalent, advanced knowledge of investment processes and products, and relevant investment industry licensing.
Sales, Telemarketing, Communication skills, Collaboration, Problem solving
Administrative Assistant, Wealth Management, Nesbitt Burns
Montréal, QC +3Bank of Montreal
1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. A CIRO Investment Representative Licence is required, plus good communication, organization, teamwork and problem-solving skills.
financial planning software, client database
Banking Officer, Banking Client Solutions Team
Calgary, ABBank of Montreal
2+ ansBMO asks for about 2 to 3 years of relevant experience, with a post-secondary degree desirable. Candidates need working knowledge of personal and commercial banking products, basic lending and loan documentation knowledge, required licensing, and good communication, organization, teamwork and analytical skills.
Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation, Communication skills
Regional Support Manager, Trust, British Columbia & Prairies
Vancouver, BCBank of Montreal
5+ ansBank of Montreal needs candidates with typically 5 to 7 years of progressively responsible estate and trust administration experience and post-secondary education in a related field. Strong people leadership, fiduciary knowledge, risk awareness and communication skills are required; a STEP CETA or TEP designation is a strong asset.
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
Trust and Estate Advisor
Edmonton, ABBank of Montreal
Bank of Montreal needs candidates with trust and estate knowledge, ideally a TEP or STI/MTI designation, plus completion of the Canadian Securities Course. Candidates also need strong business development, client relationship, communication and judgment skills.
Wealth Planning Consultant, Private Wealth
Toronto, ONBank of Montreal
7+ ansBank of Montreal needs candidates with 7+ years of relevant experience and a post-secondary degree, plus a CFP designation (IQPF in Quebec). Strong financial planning knowledge, communication skills, and experience with HNW clients are required.
Conquest
Senior Relationship Manager - Brossard
Brossard, QCBank of Montreal
7+ ansCandidates need about 7 years of commercial banking or business development experience, strong financial statement analysis skills, and a business-related bachelor's degree or equivalent experience. Fluency in French and English is required.
Client Service Associate, Private Wealth
Oakville, ONBank of Montreal
3+ ansCandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong client service, organization, attention to detail and knowledge of investment products and compliance are required.
Estate Planning Consultant
Saskatoon, SKBank of Montreal
5+ ansBank of Montreal needs candidates with 5 to 9 years of relevant experience and a university degree, with a post-graduate degree or professional designation as an asset. Strong expertise in wealth planning, consultative sales and communication, and experience with high net worth clients are required.
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
Bilingual BMO Insurance Service Centre Analyst
Toronto, ONBank of Montreal
2+ ansCandidates need 2-3 years of experience in insurance, financial services or customer operations, deep knowledge of creditor insurance products, and English and French bilingualism. Strong analytical, communication and CRM skills are needed.
CRM platforms
Banking Officer, Banking Client Solutions Team
Toronto, ONBank of Montreal
2+ ansBank of Montreal asks for about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Candidates need working knowledge of personal and commercial credit products, basic lending process knowledge, and good communication, organization, collaboration and analytical skills.
Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation, Communication skills
Branch Operations Administrator/Receptionist
Victoria, BCBank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred or an equivalent mix of education and experience. Good verbal and written communication, organization, teamwork, and problem-solving skills are required.
Databases
Divisional Sales Manager
Vancouver, BCBank of Montreal
7+ ansCandidates need about 7 years of sales and people-management experience, a related post-secondary degree or equivalent, and CIRO licences (CSC, CPH, WME, BMC). They also need deep knowledge of investment products and online brokerage platforms, plus strong analytical, negotiation and communication skills.
Senior Enterprise Solutions Architect
OntarioBank of Montreal
10+ ansCandidates need 10+ years in enterprise or solution architecture, with mandatory experience in banking or financial services. They need strong AWS and Azure skills, AI and generative AI experience, and the ability to influence senior leadership.
AWS, Microsoft Azure
Trust and Estate Advisor
Victoria, BC +1Bank of Montreal
Bank of Montreal asks for broad knowledge of financial services, private wealth, trust and estate planning, and taxation, plus strong business development and communication skills. A professional designation such as TEP or CSI is preferred, and the Canadian Securities Course is required.
Client profiling tools, Relationship management tools