Client Service Associate, Private Wealth
Toronto, ONBank 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
Senior Relationship Manager
St. John's, NLBank of Montreal
4+ ansCandidates need 4 to 7 years of experience in commercial banking, relationship management, portfolio management or business development. They also need a bachelor's degree in a business or finance discipline (or equivalent experience), and strong skills in financial statements, credit analysis and structuring commercial loans.
Sales, Cash handling, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio
Senior Relationship Manager
Montréal, QCBank of Montreal
4+ ansBank of Montreal needs candidates with 4 to 7 years of experience in commercial banking, relationship management, portfolio management or business development. Candidates need a proven record of sales results, experience structuring commercial lending, and a strong 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, and the role requires fluency in French and English.
Cash handling, Sales, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio
Senior Relationship Manager, Commercial Banking
Oakville, ON +3Bank of Montreal
4+ ansBank of Montreal needs candidates with 4 to 10 years in commercial banking, relationship management, portfolio management or business development. They should have proven sales results, experience structuring commercial loans, and a strong grasp of financial statements and credit risk. A bachelor's degree in business, finance or accounting is expected, though equivalent experience is considered.
Cash handling, Sales, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio
Portfolio Analyst
Toronto, ON +1Bank of Montreal
1+ ansBank of Montreal needs candidates with a Bachelor's degree, preferably in business administration, finance or accounting, and 1 to 3 years of credit or lending experience in a corporate or banking setting. Strong analytical, attention-to-detail and problem-solving skills are required, plus intermediate proficiency in financial analysis, loan structuring and Microsoft Office.
Microsoft Office, Data analysis tools