Emplois “Asset performance and investment planning tools” au Canada – Page 26

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• 4j

  Vice President, AI Strategy & Product Management

  Toronto, ON

  

  Bank 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.

  4j

  Administrative Assistant, Wealth Management, Nesbitt Burns

  Montréal, QC +3

  

  Bank 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

  4j

  Financial Planner

  Calgary, AB

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with 3-5 years of relevant experience, a post-secondary degree or equivalent, and the licences and registrations required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are essential.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  4j

  Banking Officer, Banking Client Solutions Team

  Calgary, AB

  

  Bank of Montreal

  2+ ansBMO asks for about 2 to 3 years of relevant experience, with a post-secondary degree desirable. Candidates need working knowledge of personal and commercial banking products, basic lending and loan documentation knowledge, required licensing, and good communication, organization, teamwork and analytical skills.

  Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation, Communication skills

  5j

  Personal Banker

  Toronto, ON

  

  Bank 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

  5j

  Mortgage Specialist

  Barrie, ON

  

  Bank of Montreal

  3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need in-depth knowledge of the mortgage lending process, regulations and the real estate market, plus strong sales, negotiation and communication skills.

  5j

  Cash Management Specialist, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  4+ ansBank of Montreal asks for 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Candidates need in-depth knowledge of cash management, lending and personal and commercial banking products, plus strong communication, analytical and influence skills.

  5j

  Manager, Credit Cards, Can P&C Finance

  Toronto, ON

  

  Bank of Montreal

  5+ ansBank of Montreal needs candidates with typically 5 to 7 years of relevant experience and a post-secondary degree or equivalent. Strong analytical, communication, influence and data-driven decision-making skills are required, along with financial modeling and tools like Essbase, SAP and Anaplan.

  Essbase, SAP, Anaplan

  5j

  Wealth Planning Consultant, Private Wealth

  Waterloo, ON

  

  Bank of Montreal

  1+ ansBank of Montreal needs 1 to 3 years of relevant experience (3 to 5 for the senior role) with a post-secondary degree in a related field. Candidates should have selling experience with advisors or HNW clients, in-depth communication and analytical skills, and a CFP or similar credential as an asset.

  Financial planning software

  5j

  Mortgage Specialist Associate

  Kingston, ON

  

  Bank of Montreal

  1+ ansCandidates need one to two years of relevant experience or a related certification or education, working knowledge of personal lending and mortgage products, and good relationship management, communication, organization and problem-solving skills.

  BMO internal systems

  5j

  Trust and Estate Advisor

  Edmonton, AB

  

  Bank of Montreal

  Bank of Montreal needs candidates with trust and estate knowledge, ideally a TEP or STI/MTI designation, plus completion of the Canadian Securities Course. Candidates also need strong business development, client relationship, communication and judgment skills.

  5j

  Personal Banker

  London, ON

  

  Bank 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

  5j

  Mortgage Specialist

  Longueuil, QC

  

  Bank of Montreal

  3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent combination. Bank of Montreal expects in-depth knowledge of the mortgage lending process, strong sales, negotiation and customer service skills, and an understanding of the real estate and mortgage market.

  Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork

  5j

  Manager, Pension Risk Transfer (PRT) Modelling & Analytics

  Toronto, ON

  

  Bank of Montreal

  5+ ansCandidates need at least 5 years of actuarial experience, ideally in life insurance, pension consulting or reinsurance, and a Fellow designation from the CIA, SOA or equivalent. Advanced Excel skills, knowledge of defined benefit pensions and annuities, and strong communication are required; SQL, R, Python and Power BI are assets.

  Excel, SQL, R, Python, Power BI

  5j

  Mortgage Specialist

  Montréal, QC

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should know the mortgage lending process and regulations, and have strong sales, negotiation, customer service and communication skills.

  Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork

  5j

  Personal Banking Associate

  Victoria, BC

  

  Bank 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

  5j

  Mortgage Specialist

  Timmins, ON

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with typically 3 to 5 years of relevant experience and a post-secondary degree or equivalent. Strong sales, negotiation, customer service and mortgage lending knowledge are essential, along with in-depth communication and analytical skills.

  internal BMO systems

  5j

  Wealth Planning Consultant, Private Wealth

  Toronto, ON

  

  Bank of Montreal

  7+ ansBank of Montreal needs candidates with 7+ years of relevant experience and a post-secondary degree, plus a CFP designation (IQPF in Quebec). Strong financial planning knowledge, communication skills, and experience with HNW clients are required.

  Conquest

  5j

  Senior Relationship Manager - Brossard

  Brossard, QC

  

  Bank of Montreal

  7+ ansCandidates need about 7 years of commercial banking or business development experience, strong financial statement analysis skills, and a business-related bachelor's degree or equivalent experience. Fluency in French and English is required.

  5j

  Client Service Associate, Private Wealth

  Oakville, ON

  

  Bank 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.

  5j

  Director, Digital Investing Product Management

  Toronto, ON

  

  Bank of Montreal

  9+ ansCandidates need 9+ years of relevant experience, a post-secondary degree (a graduate degree in business, economics or finance is preferred), and an investment certification. Expert communication, analytical, influence and data-driven decision-making skills are required.

  5j

  Mortgage Specialist

  Mascouche, QC

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need a solid understanding of the mortgage lending process, strong sales and negotiation skills, and fluency in French and English.

  Internal BMO banking systems

  5j

  Mortgage Specialist

  Repentigny, QC

  

  Bank of Montreal

  3+ ansCandidates need 3 to 5 years of relevant experience, a post-secondary degree or equivalent, and in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, customer service and communication skills are required, along with fluency in French and English.

  5j

  Spécialiste Hypothécaire

  Sherbrooke, QC

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent, plus in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, communication and relationship-management skills are required.

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