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
Personal Banking Associate
Vancouver, BCBank of Montreal
1+ ansCandidates need one to two years of relevant experience or equivalent education, some consultative sales or customer service background, and comfort with online tools and mobile devices. Investment product registration is required in Canada, completed or in progress within 12 months.
Tablets, Online banking tools, Applications
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
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
Personal Banker
Toronto, ONBank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree preferred. Registration to sell investment products in Canada and lending qualifications are required, along with strong customer service, sales and communication skills.
Online banking tools, Tablets, Social media
Manager, Governance and Controls Team FIRST
Toronto, ONBank of Montreal
5+ ansCandidates need 5 to 7 years of relevant experience and a post-secondary degree in a related field, or an equivalent combination. In-depth skills are needed in program management, communication, collaboration, analysis, influence and data-driven decision making.
Personal Banker
London, ONBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, a post-secondary degree preferred, and a Canadian investment sales registration. Candidates need working knowledge of retail investments and lending products, consultative sales experience, and strong communication and teamwork skills.
Online banking tools, Social media
Personal Banker
Toronto, ONBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in financial services or consultative sales. They must hold investment registration, appropriate lending qualifications, and strong communication and relationship-building skills.
Online banking tools, Tablets, Social media
Personal Banking Associate
Victoria, BCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience or equivalent education, some consultative sales or customer service background, and strong interpersonal and communication skills. Canadian applicants must complete or be in progress on investment product registration within 12 months.
tablets, online banking tools, social media
Personal Banking Associate
Toronto, ONBank of Montreal
1+ ansBank of Montreal needs candidates with 1 to 2 years of consultative sales or customer service experience, good communication and teamwork skills, and comfort with digital tools. Canadian candidates must complete or be in progress on investment product registration within 12 months.
Tablets, Online banking tools, Digital applications
Personal Banker
Waterloo, ONBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in financial services or consultative sales, and a related post-secondary degree or equivalent. Candidates must hold or obtain the registration to sell investment products and the appropriate lending qualifications, plus strong communication, relationship-building and problem-solving skills.
Online banking tools, Social media, Tablets
Personal Banker
Vancouver, BCBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, preferably in financial services or consultative sales. They must hold the required investment sales registration and lending qualifications, and have strong communication and relationship-building skills.
Online banking tools, Tablets, Social media
Personal Banker
Gibsons, BCBank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Investment sales registration, lending qualifications and a consultative sales or service background are required.
online banking tools, tablets, social media
AI Enablement Manager
Toronto, ONBank of Montreal
Bank of Montreal needs candidates with experience in AI or technology consulting and stakeholder facilitation, who can explain AI concepts in plain business language. Candidates should be able to analyze pipeline data, develop training materials, and work with governance and risk partners.
Documentation, Identify process improvements, Stakeholder management, Collaboration, Process improvement, Reporting
Manager, Business Compliance
Toronto, ONBank of Montreal
Bank of Montreal needs candidates with a strong understanding of financial regulation and compliance programs, plus the ability to build relationships with business leaders and senior management. The posting asks for in-depth knowledge of the business, the Enterprise Compliance Program and emerging regulatory requirements.
GRCE
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