Mortgage Specialist
Cobourg, ONBank of Montreal
3+ ansBank of Montreal needs candidates with typically 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should understand the mortgage lending process and regulations, and have strong sales, negotiation, customer service and communication skills.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork
Assistant Branch Manager
Toronto, ONBank of Montreal
3+ ansBank of Montreal asks for 3 to 5 years of relevant experience and a post-secondary degree or equivalent, including 1 to 3 years in banking, sales or customer service. Supervisory experience is preferred, along with strong communication, collaboration, analytical and influence skills.
Regulatory compliance, Sales, Sales targets, Confidentiality, Customer service, Communication skills
Mortgage Specialist
Ajax, ONBank 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
Financial Planner
Surrey, BCBank of Montreal
3+ ansCandidates need typically 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the Financial Planner licensing and registration required in their province. Strong communication, analytical, influence and collaboration skills are expected.
Financial Planner
Williams Lake, BCBank 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
Mortgage Specialist
Ottawa, ONBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with an in-depth understanding of mortgage lending and regulation. Strong sales, negotiation, customer service and communication skills are required.
Portfolio Analyst
Ottawa, 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
Financial Planner
Haliburton, ONBank of Montreal
3+ ansCandidates need 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the licensing and registration required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are required.
Trust and Estate Advisor
Victoria, 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