Wealth Planning Advisor
Edmonton, ABBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience and a professional planning designation such as PFP, QAFP, CFP or IQPF. Strong WealthPath or equivalent planning software skills and advanced Microsoft 365 skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Investment Structuring Intern, GAM
Toronto, ONBank of Montreal
Bank of Montreal needs students currently enrolled in an undergraduate program, ideally in business, finance, economics, math, data analytics or computer science. Candidates need strong Excel skills, analytical ability, attention to detail, and good written and verbal communication.
Excel, VBA, Power Query, Power BI, Python
Personal Banker
Toronto, ONBank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience in consultative sales or customer service, with post-secondary education preferred. They must hold investment product registration in Canada and the appropriate lending qualifications, plus strong communication and interpersonal skills.
online banking tools, social media, tablets