Wealth Planning Advisor
Burnaby, BCBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience and a planning designation such as PFP, QAFP, CFP or IQPF. Candidates must have strong knowledge of WealthPath or similar planning software, advanced planning and modelling skills, and strong communication and analytical abilities.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Mortgage Specialist
Guelph, ONBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or an equivalent mix of education and experience. Strong knowledge of the mortgage lending process, regulations, and the real estate market, along with sales, negotiation, and customer service skills, is required.
BMO internal systems
Mortgage Specialist
Cambridge, ONBank of Montreal
3+ ansBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. Strong sales, negotiation, customer service and communication skills are required, along with in-depth knowledge of the mortgage lending process and regulations.
BMO internal systems