Estate Planning Consultant
Saskatoon, SKBank of Montreal
5+ ansBank of Montreal needs candidates with 5 to 9 years of relevant experience and a university degree, with a post-graduate degree or professional designation as an asset. Strong expertise in wealth planning, consultative sales and communication, and experience with high net worth clients are required.
Senior Manager, Business Transformation
Toronto, ONBank of Montreal
7+ ansCandidates need typically 7+ years of relevant experience and a post-secondary degree, or an equivalent mix. They need expert skills in data-driven decision making, analysis, influence, communication, collaboration and digital technology trends.
Senior Wealth Planning Consultant
Vancouver, BCBank of Montreal
3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree in a related field. A CFP designation (IQPF in Quebec), experience selling to HNW clients and strong communication and analytical skills are expected.
NaviPlan
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
Mortgage Specialist
St. Catharines, ONBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. Strong sales, negotiation, customer service and communication skills, plus in-depth knowledge of the mortgage lending process and regulations, are required.
BMO internal systems
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
Branch Operations Administrator/Receptionist
Victoria, BCBank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred or an equivalent mix of education and experience. Good verbal and written communication, organization, teamwork, and problem-solving skills are required.
Databases
Mortgage Specialist
Cobourg, ONBank of Montreal
3+ ansBank of Montreal needs candidates with typically 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should understand the mortgage lending process and regulations, and have strong sales, negotiation, customer service and communication skills.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork
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
Divisional Sales Manager
Vancouver, BCBank of Montreal
7+ ansCandidates need about 7 years of sales and people-management experience, a related post-secondary degree or equivalent, and CIRO licences (CSC, CPH, WME, BMC). They also need deep knowledge of investment products and online brokerage platforms, plus strong analytical, negotiation and communication skills.
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
Mortgage Specialist
Ottawa, ONBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with an in-depth understanding of mortgage lending and regulation. Strong sales, negotiation, customer service and communication skills are required.