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. Candidates must meet the provincial licensing and registration requirements for a Financial Planner, with advanced knowledge of the financial industry and strong communication, collaboration, analytical and influence skills.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving
Financial Planner
Rivière-du-Loup, QC +1Bank of Montreal
3+ ansBank of Montreal needs candidates with typically 3-5 years of relevant experience and a post-secondary degree or equivalent. They must meet the Financial Planner licensing and registration rules for their province, with in-depth communication, analytical and influence skills.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving
Financial Planner
Quesnel, BC +1Bank of Montreal
3+ ansCandidates need three to five years of relevant experience and a post-secondary degree or equivalent, plus the provincial financial planner licence. They also need in-depth communication, collaboration, analytical and influence skills.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving
Personal Banking Associate
Montréal, QCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience or related certification, some consultative sales or customer service background, and strong interpersonal, communication and organization skills. Canadian applicants must complete or be in progress on investment product registration within 12 months.
POS, Online banking tools, Tablets
Personal Banking Associate
Montréal, QCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience or a related certification, some consultative sales or customer service background, and comfort with digital tools. In Canada, investment product registration is required or must be completed within 12 months.
Tablets, Online banking tools
Investment Specialist, BMO Investorline
British Columbia +6Bank of Montreal
2+ ansCandidates need typically 2 to 3 years of relevant experience, and a post-secondary degree is desirable. A Canadian Securities Course and CIRO investment representative licence are preferred, and the CIRE and Derivatives exams must be completed after hire.
Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC
Investment Specialist, BMO InvestorLine Remote
New Brunswick +5Bank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, with post-secondary education preferred. Canadian Securities Course and Investment Representative licensing are preferred, and the Canadian Investment Regulatory Exam and Derivatives Exam must be completed on the job.
Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC
Bilingual Associate - Corporate Cards (Virtual)
Saskatchewan +9Bank of Montreal
2+ ansBank of Montreal needs fluent French and English, good verbal and written communication, and ideally 2 to 3 years of related experience with a degree. Candidates should know BMO credit card products and the competitive market, and be organized and analytical.
Bilingualism, Provide training, Coaching, Documentation, Confidentiality, Communication skills
Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote
Ontario +5Bank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, fluency in English and Mandarin and/or Cantonese, and a high school diploma or equivalent. A Canadian Securities Course or CIRO investment representative licence is preferred, and the CIRE and Derivatives exams must be completed in the role.
Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC
Investment Specialist, BMO Investorline (English, Mandarin, Cantonese)
Prince Edward Island +6Bank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree preferred. Strong English communication is required, with Mandarin or Cantonese preferred, plus knowledge of BMO investment products and the Canadian Securities Course or CIRO investment representative licence preferred.
Customer experience, Sales, Sales targets, Documentation, Confidentiality, CSC
Investment Specialist, BMO Investorline (Bilingual in French and in English)
Manitoba +9Bank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, strong French and English skills, and knowledge of investment products. A Canadian Securities Course or CIRO investment representative licence is preferred, and the CIRE and derivatives exams must be completed in role.
Bilingualism, Customer experience, Sales, Sales targets, Documentation, Confidentiality
Partner Support Specialist, BMO Investorline (Bilingual in French and English) WFH
Alberta +9Bank of Montreal
2+ ansCandidates need two to three years of experience, ideally in financial services, and post-secondary education or equivalent work experience. They should know BMO InvestorLine products, understand compliance practices and communicate well in English, with French bilingualism preferred.
Bilingualism, Regulatory compliance, Client relationship management, Sales, Documentation, Risk management
Personal Banking Associate
Knowlton, QCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience, some consultative sales or customer service background, and strong communication and teamwork skills. In Canada, candidates need investment product registration completed or in progress, and the CCVM course is preferred.
Customer experience, Inventory management, Opening and closing procedures, Regulatory compliance, Customer service, Sales
Trilingual Personal Banker (English, French, Mandarin)
Montréal, QCBank of Montreal
2+ ansCandidates need fluency in French, English and Mandarin, typically 2 to 3 years of relevant experience, and lending qualifications. A registration to sell investment products in Canada is also required.
Online banking tools, Tablets, Social media