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
Mortgage Specialist
Delta, BCBank 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 essential.