Personal Banking Associate
Sydney, NSBank of Montreal
1+ YOEBank 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
Incident/Problem Management Specialist
OntarioBank of Montreal
4+ YOEBank of Montreal needs candidates with typically 4 to 7 years of IT or business experience, plus an undergraduate degree in computer science or equivalent practical experience. Candidates must have strong troubleshooting skills, ITIL-based problem-solving, and clear communication with executives.
ServiceNow, Power BI, SharePoint, Confluence
Wealth Planning Advisor, Private Wealth
Toronto, ONBank of Montreal
5+ YOEBank 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