Wealth Planning Advisor
Burnaby, BCBank of Montreal
5+ ansCandidates need at least 5 years of financial planning experience, a professional planning designation such as PFP, QAFP, CFP or IQPF, and strong knowledge of WealthPath or similar planning software. Strong communication, analytical and client-service skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Teams, Microsoft 365
Treasury & Payment Solutions Strategy Internship, Summer 2027 (4 months)
Toronto, ONBank of Montreal
Bank of Montreal wants candidates enrolled in an undergraduate program who graduate in Spring 2027. Candidates need good analytical, communication, organization and teamwork skills, plus an interest in cash management.
Manager, Registrations
Toronto, ONBank of Montreal
6+ ansCandidates need at least 6 years of progressive registrations experience at a securities dealer, asset management firm or securities regulator, plus people leadership experience. Extensive knowledge of CIRO Investment Dealer Rules, National Instruments 31-103 and 33-109, and NRD processes is required.
NRD (National Registration Database)
Senior Analyst, Wealth Data Foundations
Toronto, ONBank of Montreal
4+ ansBank of Montreal needs candidates with about 4 to 6 years of experience in data, analytics or technology. They should know SQL or Python, data quality, data modelling, cloud data platforms and data governance.
SQL, Python, Cloud data platform