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
Manager – Balance Growth & Special Initiatives
Toronto, ONBank of Montreal
2+ ansBank of Montreal needs a bachelor's degree or equivalent experience, plus 2 to 3 years of business experience. Candidates should have strong business case and presentation skills, in-depth analytical and communication skills, and data-driven decision making. A CPA or CFA is an asset.
TSYS, TRIAD
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
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.
Senior Technical Specialist
Toronto, ONBank of Montreal
8+ ansBank of Montreal needs candidates with 8+ years supporting complex enterprise applications and data platforms, strong SQL and ETL skills, and solid troubleshooting ability. Experience in banking, credit risk or regulatory reporting is an asset.
SQL, ETL tools, Enterprise data platforms
Managing Director & Head, Credit and Portfolio Management
Toronto, ONBank of Montreal
20+ ansBank of Montreal needs 20+ years in financial services in a corporate lending environment, with 10+ years structuring transactions, including leveraged finance. Candidates need a CPA, MBA or equivalent, credit qualification, and command of portfolio management concepts such as allowance, RWA and return on capital.
Senior Manager, Electronic Funds Transfer Reporting& Payments Governance
Toronto, ONBank of Montreal
7+ ansCandidates need typically 7+ years of relevant experience and a post-secondary degree or equivalent. Expert knowledge of financial crime risk, regulations and risk policy frameworks is required, along with strong communication, analytical and data-driven decision-making skills.