Personal Banking Associate
Burnaby, BCBank of Montreal
1+ ansBank of Montreal needs candidates with 1 to 2 years of consultative sales or customer service experience and good communication and teamwork skills. In Canada, candidates must have completed or be in progress on registration to sell investment products, to be completed within 12 months.
Online banking tools, Tablets, Social media
Personal Banking Associate
Toronto, ONBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of sales, consultative or customer service experience, and a passion for helping customers. Candidates should be comfortable with digital tools and strong at communication and teamwork. Canadian applicants must complete or begin investment product registration within 12 months.
Tablets, Online banking tools, Digital applications
Associate, Internal Sales, Intermediary Distribution
Toronto, ONBank of Montreal
Candidates need sales or relationship-driven experience in financial services, banking or business development, a post-secondary diploma or degree, and strong verbal communication. The Canadian Securities Course completed or in progress is required, and CIM or CFA designation progress is a strong asset.
Salesforce
Personal Banking Associate
Toronto, ONBank 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 comfort with digital tools. Canadian applicants need investment product registration completed or in progress within 12 months.
Tablets, Online banking tools, Applications
Developing Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need 5+ years of wealth management, financial planning, private banking or investment sales experience and current CIRO registration as a Registered Representative or Investment Representative. CFP or CIM designation is an asset, and business development and networking aptitude is expected.
Databases, Data visualization tools
Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need 5-10 years of investment advisory, wealth management or related sales experience, plus Registered Representative registration and CIRO continuing education. A PFP or progress toward CFP, CIM or CFA is preferred, along with strong business development and client relationship skills.
Associate, Internal Sales, Intermediary Distribution
Toronto, ONBank of Montreal
Candidates need sales or financial services experience, strong verbal communication, and a keen interest in financial markets. The Canadian Securities Course is completed or in progress, with CIM or CFA progress a strong asset. A post-secondary diploma or equivalent experience is preferred.
Salesforce