Investment Specialist
Calgary, ABBank of Montreal
2+ ansCandidates need typically 2-3 years of relevant experience and a post-secondary degree or equivalent, plus working toward Financial Planner licensing in their province. Good knowledge of the financial industry, strong communication, organization, teamwork and analytical skills are also required.
Sales, Customer experience, Communication skills, Collaboration, Problem solving
Personal Banker
Waterloo, ONBank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree preferred. A Canadian investment product registration and appropriate lending qualifications are required, along with a consultative sales or customer service background.
Social media, Tablets, Online banking tools
Mortgage Specialist
Delta, BCBank of Montreal
3+ ansCandidates need 3-5 years of relevant experience, a post-secondary degree or equivalent, and in-depth knowledge of mortgage lending and regulations. Strong sales, negotiation, customer service and communication skills are required.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork
Client Service Assistant, BMO Nesbitt Burns
Calgary, ABBank of Montreal
1+ ansCandidates need one to two years of relevant experience, with a post-secondary degree preferred. They should have good communication, organization, teamwork and problem-solving skills, plus familiarity with financial planning and investment software and any required licensing for the jurisdiction.
Financial planning software, Client database
Portfolio Assistant, Private Wealth
Burnaby, BCBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience and a post-secondary degree or equivalent. Candidates need advanced knowledge of investment processes and proprietary products, and the relevant investment industry licence for the jurisdiction.
Sales, Communication skills, Collaboration, Problem solving
Mortgage Specialist
Brampton, ONBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need an in-depth understanding of mortgage lending and regulation, strong sales, negotiation and customer service skills, and knowledge of the real estate and mortgage market.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork