Portfolio Manager (Commercial Banking)
Edmonton, AB +1Bank of Montreal
Supports the negotiation of loan terms and conditions and the structuring of loans that align with client requirements and ensure compliance with the banks risk appetite and policies; Monitors the portfolio performance…
Estate Banker- RISR certification mandatory
Ontario +7Bank of Montreal
Provides support, guidance, and expertise to ensure customer experience during this difficult time is seamless and effortless; Completes all tasks related to estate processes as per legal and regulatory requirements…
Investment Specialist Admin
Kamloops, BCBank of Montreal
Learns the role of the Financial Planner and completes the associated accreditation requirements to develop into a Financial Planner role, ideally within a 24-36month time frame; Looks for ways to contribute to the…
Financial Planner
Kamloops, BCBank of Montreal
Looks for ways to contribute to the ongoing improvement of the overall business results and customer experience delivered; Maintains current knowledge of personal investment products, practices, and trends and…
Personal Banker
Toronto, ONBank of Montreal
2+ ansBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in consultative sales or customer service, and a post-secondary degree is desirable. Candidates must hold or obtain investment sales registration and lending qualifications in Canada, and have working knowledge of personal banking and lending products.
Tablets, Smart phones, Social media, Online banking tools
Personal Banking Associate
Toronto, ONBank of Montreal
1+ ansCandidates need 1 to 2 years of relevant experience or related certification, some consultative customer service or sales experience, and comfort with digital tools. Canada candidates need investment product registration completed or in progress within 12 months.
Tablets, Online banking tools, Applications
Wealth Planning Advisor
Edmonton, ABBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of financial planning experience and a professional planning designation such as PFP, QAFP, CFP or IQPF. Strong WealthPath or equivalent planning software skills and advanced Microsoft 365 skills are also required.
WealthPath, Microsoft Excel, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Investment Structuring Intern, GAM
Toronto, ONBank of Montreal
Bank of Montreal needs students currently enrolled in an undergraduate program, ideally in business, finance, economics, math, data analytics or computer science. Candidates need strong Excel skills, analytical ability, attention to detail, and good written and verbal communication.
Excel, VBA, Power Query, Power BI, Python