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
Vice President, AI Strategy & Product Management
Toronto, ONBank of Montreal
6+ ansCandidates need a bachelor's degree, 6+ years in product management or technology delivery, ideally in financial services, and hands-on experience with AI and LLM products. Strong communication, judgment and stakeholder management are essential.
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
Assistant Branch Manager
Markham, ONBank of Montreal
3+ ansCandidates need three to five years of relevant experience, including one to three years in banking, customer service or sales, and a post-secondary degree or equivalent. Supervisory experience is preferred, along with in-depth communication, teamwork, problem-solving and influence skills.
Branch technologies, Performance metrics systems
Regional Support Manager, Trust, British Columbia & Prairies
Vancouver, BCBank of Montreal
5+ ansBank of Montreal needs candidates with typically 5 to 7 years of progressively responsible estate and trust administration experience and post-secondary education in a related field. Strong people leadership, fiduciary knowledge, risk awareness and communication skills are required; a STEP CETA or TEP designation is a strong asset.
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.
Business Consultant
Toronto, ONBank of Montreal
5+ ansBank of Montreal needs candidates with 5-7 years of consulting or business analysis experience and applied AI tool experience. Candidates must also have strong communication, structured problem-solving and delivery coordination skills.
Microsoft 365 Copilot, ChatGPT, Claude, Gemini, Copilot Studio
Assistant Branch Manager
Toronto, ONBank of Montreal
3+ ansBank of Montreal asks for 3 to 5 years of relevant experience and a post-secondary degree or equivalent, including 1 to 3 years in banking, sales or customer service. Supervisory experience is preferred, along with strong communication, collaboration, analytical and influence skills.
Regulatory compliance, Sales, Sales targets, Confidentiality, Customer service, Communication skills