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
Banking Officer, Banking Client Solutions Team
Toronto, ONBank of Montreal
2+ ansBank of Montreal asks for about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Candidates need working knowledge of personal and commercial credit products, basic lending process knowledge, and good communication, organization, collaboration and analytical skills.
Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation, Communication skills
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
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
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
Mortgage Specialist
Ajax, ONBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, relationship and customer service skills are required.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork
Portfolio Analyst
Ottawa, ON +1Bank of Montreal
1+ ansBank of Montreal needs candidates with a Bachelor's degree, preferably in business administration, finance or accounting, and 1 to 3 years of credit or lending experience in a corporate or banking setting. Strong analytical, attention-to-detail and problem-solving skills are required, plus intermediate proficiency in financial analysis, loan structuring and Microsoft Office.
Microsoft Office, Data analysis 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
Victoria, 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