Wealth Planning Advisor, Private Wealth
Montréal, QCBank of Montreal
4+ ansBank of Montreal needs candidates with at least four years of financial planning experience, a Quebec planning designation (IQPF/IPF), and strong WealthPath or similar planning software skills. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Associate Director, Retail Equity Trading
Toronto, ONBank of Montreal
7+ ansBank of Montreal needs candidates with 7+ years of equity trading experience in a dealer, brokerage, institutional or wealth management setting. Candidates must hold the Canadian Securities Course (CSC) and the Trader Training Course (TTC) or equivalent licensing.
Bloomberg, Moxy, Electronic routing systems, Trade surveillance tools