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
Trust and Estate Advisor
Vancouver, BC +1Bank of Montreal
Bank of Montreal requires strong knowledge of trust, estate, private banking, investments and tax, plus proven business development and relationship skills. A TEP or STI/MTI designation is preferred, and the CSC is required.
Sales, Client relationship management, Presentation skills, Change management, Risk management, Financial planning
Trust and Estate Advisor
Edmonton, ABBank of Montreal
Bank of Montreal needs candidates with broad knowledge of financial services, trust and estate planning and taxation. Candidates should hold or pursue a TEP or Trust Institute designation and complete the Canadian Securities Course, with strong sales, relationship and communication skills.
Sales, Client relationship management, Presentation skills, Change management, Risk management, CSC
Managing Director & Head, Credit and Portfolio Management
Toronto, ONBank of Montreal
20+ ansCandidates need 20+ years in financial services in corporate lending and 10+ years structuring financial transactions, including leveraged finance. A CPA or MBA (or equivalent finance experience), credit qualification, and command of U.S. and Canadian regulatory expectations are required, along with strong leadership and communication skills.
Underwriting, Regulatory compliance, Auditing, Quality assurance, Reporting, Vertical markets
Senior Relationship Manager, Commercial Banking
Toronto, ON +3Bank of Montreal
4+ ansCandidates need 4 to 10 years of commercial banking, relationship or business development experience, a track record of closing lending deals, and a strong grasp of financial statements and credit analysis. A bachelor's degree in business, finance, accounting or a related field is expected, though equivalent experience may be considered.
Cash handling, Sales, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio
VP Sales Lead, Vice President and Sales Lead, Mid Market Diversified Industries, Commercial Banking
Edmonton, ABBank of Montreal
10+ ansBMO needs candidates with 10+ years of progressive commercial, corporate or relationship banking experience, a record of leading teams and winning business, and strong commercial credit and deal-structuring skills. A bachelor's degree in a business or finance field is required.
Sales, Risk management, Client relationship management, Leadership, Communication skills, Negotiation
Senior Relationship Manager
Edmonton, AB +1Bank of Montreal
4+ ansBank of Montreal needs candidates with 4 to 7 years of commercial banking, relationship management, portfolio management or business development experience. Candidates should have a proven record of sales results, commercial lending experience, and a solid grasp of financial statements and credit analysis. A bachelor's degree in business, finance or accounting is expected, or an equivalent mix of education and experience.
Cash handling, Sales, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio
Senior Relationship Manager
Edmonton, AB +1Bank of Montreal
4+ ansBank of Montreal needs 4 to 7 years of commercial banking, relationship or portfolio management experience, with a record of strong sales results. Candidates need a bachelor's degree in business, finance, accounting or a related field, or an equivalent mix of education and experience, plus strong credit analysis skills.
Cash handling, Sales, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio