Spécialiste Hypothécaire
Sherbrooke, QCBank 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.
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
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
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
Business Banking Relationship Manager Trainee
Brandon, MBBank of Montreal
4+ ansBank of Montreal needs candidates with about 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Strong financial analysis, business banking and lending knowledge, customer sales experience, and in-depth communication and influence skills are required.
Sales strategies, Client relationship management, Customer service, Change management, Stakeholder management, Confidentiality
Business Banking Relationship Manager Trainee
Guelph, ONBank of Montreal
4+ ansCandidates need 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Strong financial analysis, business banking and lending knowledge, customer sales and service experience, and in-depth communication, collaboration and influence skills are required.
Sales strategies, Client relationship management, Customer service, Change management, Stakeholder management, Confidentiality
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
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
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.
Portfolio Analyst
Toronto, 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.
Trust and Estate Advisor
Vancouver, 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