Senior Relationship Manager
Charlottetown, PEBank of Montreal
4+ ansBank of Montreal needs candidates with 4 to 7 years in commercial banking, relationship management, portfolio management, or business development. They should have a record of managing complex client relationships and negotiating commercial lending, plus a strong grasp of financial statements and credit analysis. A bachelor's degree in business, finance, or accounting is preferred, though equivalent experience is accepted.
Cash handling, Sales, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio
Financial Planner
Surrey, BCBank of Montreal
3+ ansCandidates need typically 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the Financial Planner licensing and registration required in their province. Strong communication, analytical, influence and collaboration skills are expected.
Financial Planner
Williams Lake, BCBank of Montreal
3+ ans3 to 5 years of relevant experience; Post-secondary degree in a related field or equivalent; Financial Planner licensing and registration in the province of employment
Financial planning, Process improvement, Customer experience, Communication skills, Collaboration, Teamwork
Customer Service Representative
Trail, BCBank of Montreal
Candidates need no prior experience, though a post-secondary degree or certification is desirable. They need basic knowledge of banking products, comfort with online and mobile tools, strong interpersonal and communication skills, and a passion for helping customers.
Online banking tools, Tablets, Social media
Customer Service Representative
Surrey, BCBank of Montreal
Bank of Montreal needs candidates with strong interpersonal skills, a customer-focused approach and basic computer and digital skills. No prior experience is required, and a post-secondary degree or certification is an asset.
POS, tablets, online banking tools
Financial Planner
Haliburton, ONBank of Montreal
3+ ansCandidates need 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the licensing and registration required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are required.
Personal Banking Associate
Toronto, ONBank of Montreal
1+ ansCandidates need one to two years of relevant experience or certification, plus some consultative sales or customer service background. Bank of Montreal also requires investment sales registration completed or in progress within 12 months, and strong communication, teamwork and problem-solving skills.
Tablets, Online banking tools
Trust and Estate Advisor
Vancouver, BC +1Bank of Montreal
Bank of Montreal asks for broad knowledge of financial services, private wealth, trust and estate planning, and taxation, plus strong business development and communication skills. A professional designation such as TEP or CSI is preferred, and the Canadian Securities Course is required.
Client profiling tools, Relationship management tools