Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ ans5+ years of financial planning experience; PFP, QAFP, CFP or IQPF designation; Strong knowledge of Voyant or equivalent planning software
WealthPath, Voyant, Excel, PowerPoint, Microsoft Teams, Microsoft 365
BMO Capital Markets New Grad 2027 Investment Banking Analyst, Montreal
Montréal, QCBank of Montreal
3+ ansCandidates need an undergraduate or master's degree in finance, math, accounting, engineering, economics or statistics, graduating December 2026 or Spring 2027. They need strong analytical, financial modeling and communication skills, and fluency in French and English.
Excel
Personal Banking Associate
Sydney, NSBank of Montreal
1+ ansBank of Montreal needs candidates with 1 to 2 years of relevant experience or an equivalent combination of education and experience, plus registration to sell investment products completed or in progress. Candidates should have consultative sales or customer service experience, strong interpersonal and communication skills, and comfort with online tools and mobile devices.
Tablets, Online banking tools
Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience, a professional planning designation (PFP, QAFP, CFP or IQPF), and strong skills in planning software such as Voyant. Strong communication, analytical and client-service abilities are also required.
Voyant, WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams