Developing Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need five or more years in wealth management, financial planning, private banking or investment sales, plus current CIRO registration as a Registered Representative or Investment Representative. The CFP or CIM designation is an asset, along with a demonstrated ability to develop client relationships and grow assets.
Sales, Cold calling, Communication skills, Research, Forecasting, Data visualization
Associate, KYC Requirements & Outreach
Toronto, ONBank of Montreal
5+ ansCandidates need 5+ years of KYC or customer outreach experience in a large financial services firm, ideally with Capital Markets exposure. They should know KYC rules in Canada, the US, Europe and Asia, be strong in Outlook, SharePoint and Excel, and communicate well with senior stakeholders. CAMS, CFCS or equivalent AML certification is an asset.
Outlook, SharePoint, Excel, Fenergo
Customer Service Representative
Canmore, ABBank of Montreal
Candidates need no prior experience, though a post-secondary degree or certification is preferred. They need comfort with online tools and smartphones, strong interpersonal and listening skills, and a passion for helping customers.
online banking tools, tablet, POS
Senior Manager, Insurance Finance
Toronto, ONBank of Montreal
7+ ansCandidates need 7+ years of relevant finance experience and a post-secondary degree, with a professional accounting designation preferred. Strong leadership, communication, analytical and cross-group collaboration skills are required.
Associate, Internal Sales, Intermediary Distribution
Toronto, ONBank of Montreal
Bank of Montreal wants candidates with sales or financial services experience, strong verbal and relationship skills, and a passion for financial markets. A post-secondary education is required, and the Canadian Securities Course (CSC) is completed or in progress; CIM or CFA progress is an asset.
Salesforce
Associate, Internal Sales, Intermediary Distribution
Toronto, ONBank of Montreal
Bank of Montreal wants candidates with sales, business development or financial services experience, strong verbal and relationship skills, and a passion for financial markets. Completion or progress on the Canadian Securities Course is expected, and CIM or CFA progress is a strong asset.
Salesforce
Senior Design Manager
Toronto, ONBank of Montreal
5+ ansBank of Montreal needs candidates with 5 to 7 years of relevant experience and a post-secondary degree in Interior Design, or an equivalent mix of education and experience with a related certification such as NCIDQ, ARIDA, CIDA or FIDER. Strong skills in CAD and design software, knowledge of building codes and accessibility rules, and in-depth stakeholder communication and analysis abilities are required.
AutoCAD, Revit, Bluebeam, Photoshop, Illustrator, PowerPoint
Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need 5 to 10 years of investment advisory, wealth management or related experience, plus sales experience. They must be registered as a Registered Representative with CIRO continuing education, and a financial planning designation such as PFP or progress toward CFP, CIM or CFA is preferred.