Mortgage Specialist
Edmonton, ABBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, communication, and relationship-building skills are essential.
BMO internal systems
Wealth Planning Consultant/Senior Wealth Planning Consultant
Ottawa, ONBank of Montreal
1+ ansCandidates need 1 to 3 years of relevant experience for the Wealth Planning Consultant role, or 3 to 5 years for the Senior role, plus a post-secondary degree. CFP or IQPF designation, financial planning experience and strong communication skills are needed, with an MBA or law degree as assets.
financial planning software
Senior Trust Officer and Director
London, ONBank of Montreal
7+ ansCandidates need typically 7+ years of relevant experience and a post-secondary degree, with a Bachelor's in Finance or related field preferred. They need expert knowledge of personal trust administration, trust tax, trust accounting, investment management and fiduciary law, plus strong communication, analytical and influence skills.
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Mortgage Specialist
Whitehorse, YTBank of Montreal
3+ ansBank of Montreal needs candidates with in-depth knowledge of the mortgage lending process and regulations, strong sales, negotiation and customer service skills, and knowledge of personal banking and the real estate market. Typically 3 to 5 years of relevant experience and a post-secondary degree or equivalent are expected.
BMO internal systems
Private Banking Officer, Sales
Calgary, ABBank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree desirable or an equivalent mix of education and experience. Working knowledge of personal and commercial credit products, the lending process, and loan documentation is needed, along with good communication, organization, teamwork and analytical skills.
Sales, Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation
Mortgage Specialist
Winnipeg, MBBank of Montreal
3+ ansCandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. The posting asks for in-depth knowledge of the mortgage lending process and regulations, strong sales, negotiation and customer service skills, and a solid understanding of the real estate and mortgage market.
BMO internal systems