Emplois “Asset Investment Planning” au Canada – Page 30

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• 4j

  Personal Banking Associate

  Toronto, ON

  

  Bank 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

  4j

  Senior Manager, Money Movement

  Toronto, ON

  

  Bank of Montreal

  Bank of Montreal needs candidates with product management or payments experience in financial services, digital banking, technology or consulting. A university degree is required, with an MBA considered an asset, plus strong analytical skills and experience influencing stakeholders without authority.

  4j

  Wealth & Tax Planning Consultant, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  5+ ansBank of Montreal needs a candidate with 5 to 9 years of relevant experience, a university degree, and ideally a post-graduate degree or a professional designation such as CPA, CA, Fin. Pl. or LL.B. Strong experience with high-net-worth clients, a record of growing a client services business, and expert communication and analytical skills are required.

  4j

  Senior Director, Business Enablement, Trust Co.

  Toronto, ON

  

  Bank of Montreal

  9+ ansBank of Montreal needs 9+ years of relevant experience, thorough knowledge of banking and trust and estate products, and proven delivery of strategic initiatives. Expert communication, analytical, influence and data-driven decision-making skills are required, with TEP, CFA, MBA, CA or LLB as an asset.

  Organisational resilience, Leadership, Monitor customer service, Client relationship management, Regulatory compliance, Administrative support

  4j

  Mortgage Specialist Associate

  Ottawa, ON

  

  Bank of Montreal

  1+ ansBank of Montreal needs candidates with about 1 to 2 years of related experience or equivalent education, working knowledge of personal lending and mortgage products, and good relationship management, communication, organization and problem-solving skills. Fluency in English and French is required.

  internal banking systems

  4j

  Client Service Associate, Private Wealth

  Toronto, ON

  

  Bank of Montreal

  3+ ansCandidates need a current CIRO Investment Representative licence and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing, compliance requirements, client service, organization and communication is needed.

  Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO

  4j

  Mortgage Specialist

  Saint-Jean-sur-Richelieu, QC

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should have in-depth knowledge of the mortgage lending process and regulations, strong sales and negotiation skills, and strong communication and problem-solving abilities.

  BMO internal systems

  4j

  Personal Banking Associate

  Vancouver, BC

  

  Bank 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

  4j

  Client Service Associate, BMO Nesbitt Burns

  Calgary, AB

  

  Bank 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

  4j

  Mortgage Specialist

  Victoria, BC

  

  Bank of Montreal

  3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They must have in-depth knowledge of the mortgage lending process, strong sales, negotiation and customer service skills, and strong knowledge of the real estate and mortgage market.

  BMO internal systems

  4j

  Portfolio Assistant

  Victoria, BC

  

  Bank of Montreal

  2+ ansBank of Montreal asks for 2 to 3 years of relevant experience, a post-secondary degree or equivalent, advanced knowledge of investment processes and products, and relevant investment industry licensing.

  Sales, Telemarketing, Communication skills, Collaboration, Problem solving

  4j

  Spécialiste Hypothécaire

  Laval, QC

  

  Bank of Montreal

  3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need in-depth knowledge of mortgage lending, strong sales and negotiation skills, and fluency in French and English.

  4j

  Mortgage Specialist

  Dartmouth, NS

  

  Bank of Montreal

  3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need in-depth knowledge of the mortgage lending process, strong sales and negotiation skills, and strong communication and problem-solving abilities.

  Internal BMO banking systems

  4j

  Mortgage Specialist

  Laval, QC

  

  Bank of Montreal

  3+ ansCandidates need 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 customer service skills in French and English are essential.

  4j

  Mortgage Specialist

  Gloucester, ON

  

  Bank 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.

  Internal BMO banking systems

  4j

  Administrative Assistant, Wealth Management, Nesbitt Burns

  Montréal, QC +3

  

  Bank 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

  4j

  Vice-President, Middle Market Mergers & Acquisitions (M&A)

  Toronto, ON

  

  Bank of Montreal

  5+ ansCandidates need 5 to 7+ years of M&A advisory, investment banking or corporate finance experience, including middle-market deals and a record of building client relationships. Strong financial modeling, valuation, negotiation and leadership skills are required.

  4j

  Mortgage Specialist

  Mascouche, QC

  

  Bank of Montreal

  3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need a solid understanding of the mortgage lending process, strong sales and negotiation skills, and fluency in French and English.

  Internal BMO banking systems

  4j

  Personal Banker

  Waterloo, ON

  

  Bank of Montreal

  2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in financial services or consultative sales, and a related post-secondary degree or equivalent. Candidates must hold or obtain the registration to sell investment products and the appropriate lending qualifications, plus strong communication, relationship-building and problem-solving skills.

  Online banking tools, Social media, Tablets

  4j

  Mortgage Specialist

  St. Catharines, ON

  

  Bank 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

  4j

  Personal Banker

  Gibsons, BC

  

  Bank of Montreal

  2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Investment sales registration, lending qualifications and a consultative sales or service background are required.

  online banking tools, tablets, social media

  4j

  Banking Officer, Banking Client Solutions Team

  Toronto, ON

  

  Bank of Montreal

  2+ ansBank of Montreal asks for about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Candidates need working knowledge of personal and commercial credit products, basic lending process knowledge, and good communication, organization, collaboration and analytical skills.

  Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation, Communication skills

  4j

  Mortgage Specialist

  Ajax, ON

  

  Bank 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

  4j

  Financial Planner

  Williams Lake, BC

  

  Bank 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

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