National Director, Wills and POA
Toronto, ONBank of Montreal
9+ ansCandidates need 9+ years of relevant experience and an LLB-JD, with an LLM or TEP as an asset. They need deep expertise in estate planning, trust administration and fiduciary services, and a proven record of leading enterprise programs and influencing senior leaders.
Leadership, Provide technical expertise, Quality assurance procedures, Quality control, Process improvement, Coaching
Personal Banking Associate
Montréal, QCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of experience, ideally in consultative customer service or sales. Canadian candidates need investment product registration completed or in progress, plus good communication, teamwork and problem-solving skills.
Tablets, Online banking tools, Social media
Personal Banking Associate
Markham, ONBank of Montreal
1+ ansCandidates need one to two years of relevant experience or equivalent education, with some consultative sales or customer service background. Strong communication, teamwork, organization and problem-solving skills are required, and a Canadian investment product registration must be completed or in progress within 12 months.
Online banking tools, Tablets, Social media
Personal Banking Associate
Toronto, ONBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of customer service or sales experience, and a drive to deliver a personal service. Candidates in Canada need an investment sales registration completed or in progress, plus good communication, organization and problem-solving skills.
Tablets, Online banking tools
Personal Banking Associate
Vancouver, BCBank of Montreal
1+ ansCandidates need one to two years of relevant experience or equivalent education, some consultative sales or customer service background, and comfort with online tools and mobile devices. Investment product registration is required in Canada, completed or in progress within 12 months.
Tablets, Online banking tools, Applications
Client Service Associate, BMO Nesbitt Burns
Calgary, ABBank of Montreal
3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. The role also requires provincial licensing for the jurisdiction and good communication, organization and problem-solving skills.
Client database
Personal Banking Associate
Richmond, BCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They should know personal banking products, contact centre processes and call centre technology, and have good communication, organization and problem-solving skills.
Administrative Assistant, Wealth Management, Nesbitt Burns
Montréal, QC +3Bank of Montreal
1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. A CIRO Investment Representative Licence is required, plus good communication, organization, teamwork and problem-solving skills.
financial planning software, client database