Client Service Associate
Toronto, ONBank of Montreal
3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal and written communication, organization and problem-solving skills are also required, along with any licences needed for the jurisdiction.
client database
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
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
Private Banking Officer
London, ONBank of Montreal
2+ ansBank of Montreal needs candidates with typically 2-3 years of relevant experience, with a post-secondary degree preferred. Candidates must hold any required licences and know personal and commercial credit products and lending processes.
Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation, Communication skills
Client Services Assistant
Newmarket, ONBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree in a related field. Knowledge of wealth management, banking operations and investment products is an asset, along with good communication, organization and problem-solving skills and the licensing required for the branch jurisdiction.
financial planning software
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