Financial Planner
Hawkesbury, ONBank of Montreal
3+ ansBank of Montreal needs candidates with 3-5 years of relevant experience and a post-secondary degree, plus the financial planner licence required in their province. Strong communication, analytical, problem-solving and influence skills are required.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving
Personal Banking Associate
Montréal, QCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of experience, ideally in consultative customer service or sales. Canadian candidates need investment product registration completed or in progress, plus good communication, teamwork and problem-solving skills.
Tablets, Online banking tools, Social media
Personal Banking Associate
Waterloo, ONBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience, or a related certification, and some consultative sales or customer service experience. Candidates should be comfortable with online and mobile tools and have strong interpersonal and communication skills. Investment product registration is required in Canada, completed or in progress within 12 months.
Tablet, Smart phone, Online banking tools
Personal Banking Associate
Markham, ONBank of Montreal
1+ ansCandidates need one to two years of relevant experience or equivalent education, with some consultative sales or customer service background. Strong communication, teamwork, organization and problem-solving skills are required, and a Canadian investment product registration must be completed or in progress within 12 months.
Online banking tools, Tablets, Social media
Personal Banking Associate
Toronto, ONBank 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
Client Service Assistant, Private Wealth
Toronto, ONBank of Montreal
1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They must hold or obtain CIRO Investment Representative licensing, and need good communication, organization, teamwork and problem-solving skills.
Financial planning software, Client database
Personal Banking Associate
Vancouver, BCBank 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
Client Service Associate, BMO Nesbitt Burns
Calgary, ABBank 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
Portfolio Assistant
Victoria, BCBank 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
Administrative Assistant, Wealth Management, Nesbitt Burns
Montréal, QC +3Bank 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
Financial Planner
Calgary, ABBank of Montreal
3+ ansBank of Montreal needs candidates with 3-5 years of relevant experience, a post-secondary degree or equivalent, and the licences and registrations required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are essential.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving
Personal Banker
Toronto, ONBank of Montreal
2+ ansCandidates need 2 to 3 years of relevant experience, with a post-secondary degree preferred. Registration to sell investment products in Canada and lending qualifications are required, along with strong customer service, sales and communication skills.
Online banking tools, Tablets, Social media
Regional Support Manager, Trust, British Columbia & Prairies
Vancouver, BCBank of Montreal
5+ ansBank of Montreal needs candidates with typically 5 to 7 years of progressively responsible estate and trust administration experience and post-secondary education in a related field. Strong people leadership, fiduciary knowledge, risk awareness and communication skills are required; a STEP CETA or TEP designation is a strong asset.
Trust and Estate Advisor
Edmonton, ABBank of Montreal
Bank of Montreal needs candidates with trust and estate knowledge, ideally a TEP or STI/MTI designation, plus completion of the Canadian Securities Course. Candidates also need strong business development, client relationship, communication and judgment skills.
Personal Banker
London, ONBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, a post-secondary degree preferred, and a Canadian investment sales registration. Candidates need working knowledge of retail investments and lending products, consultative sales experience, and strong communication and teamwork skills.
Online banking tools, Social media
Personal Banker
Toronto, ONBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in financial services or consultative sales. They must hold investment registration, appropriate lending qualifications, and strong communication and relationship-building skills.
Online banking tools, Tablets, Social media
Personal Banking Associate
Victoria, BCBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience or equivalent education, some consultative sales or customer service background, and strong interpersonal and communication skills. Canadian applicants must complete or be in progress on investment product registration within 12 months.
tablets, online banking tools, social media
Personal Banking Associate
Toronto, ONBank of Montreal
1+ ansBank of Montreal needs candidates with 1 to 2 years of consultative sales or customer service experience, good communication and teamwork skills, and comfort with digital tools. Canadian candidates must complete or be in progress on investment product registration within 12 months.
Tablets, Online banking tools, Digital applications
Personal Banker
Waterloo, ONBank 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
Personal Banker
Vancouver, BCBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, preferably in financial services or consultative sales. They must hold the required investment sales registration and lending qualifications, and have strong communication and relationship-building skills.
Online banking tools, Tablets, Social media
Personal Banker
Gibsons, BCBank 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
Branch Operations Administrator/Receptionist
Victoria, BCBank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred or an equivalent mix of education and experience. Good verbal and written communication, organization, teamwork, and problem-solving skills are required.
Databases