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 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
Bank of Montreal needs candidates with no prior experience required but a post-secondary degree or certification desirable. They should be comfortable with digital tools, skilled at helping people, and show strong communication, teamwork and organization skills.
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
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
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
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
Financial Planner
Surrey, BCBank of Montreal
3+ ansCandidates need typically 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the Financial Planner licensing and registration required in their province. Strong communication, analytical, influence and collaboration skills are expected.
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
Customer Service Representative
Trail, BCBank of Montreal
Candidates need no prior experience, though a post-secondary degree or certification is desirable. They need basic knowledge of banking products, comfort with online and mobile tools, strong interpersonal and communication skills, and a passion for helping customers.
Online banking tools, Tablets, Social media