Market Leader - Financial Planning
Halifax, NSBank of Montreal
7+ ansBank of Montreal needs a seasoned candidate with 7-10 years of relevant experience, a post-secondary degree or equivalent, and a Financial Planner licence in the province of employment. Expert business development, communication, influence, collaboration and data-driven decision-making skills are required.
Wealth Planning Advisor
Burnaby, BCBank of Montreal
5+ ansCandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong knowledge of WealthPath or similar planning software. Strong communication, analytical and client-service skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365
Manager, Fraud Analytics
Toronto, ONBank of Montreal
5+ ansCandidates need typically 5 to 7 years of relevant experience and a post-secondary degree in a related field. Strong skills are needed in statistics, machine learning, big data, data visualization and programming.
Java, FICO, FIQM
Manager, Registrations
Toronto, ONBank of Montreal
6+ ansCandidates need at least 6 years of progressive registrations experience at a securities dealer, asset management firm or securities regulator, plus people leadership experience. Extensive knowledge of CIRO Investment Dealer Rules, National Instruments 31-103 and 33-109, and NRD processes is required.
NRD (National Registration Database)
Senior Analyst, Wealth Data Foundations
Toronto, ONBank of Montreal
4+ ansBank of Montreal needs candidates with about 4 to 6 years of experience in data, analytics or technology. They should know SQL or Python, data quality, data modelling, cloud data platforms and data governance.
SQL, Python, Cloud data platform
Wealth Planning Advisor
Burnaby, BCBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience and a planning designation such as PFP, QAFP, CFP or IQPF. Candidates must have strong knowledge of WealthPath or similar planning software, advanced planning and modelling skills, and strong communication and analytical abilities.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365