Director, Asset & Wealth Management, Portfolio Management
Toronto, ONBank of Montreal
8+ YOEBank of Montreal needs candidates with 8 to 10 or more years of corporate banking, credit underwriting or credit risk experience. A finance-related undergraduate degree is required; an MBA, CFA or CPA is highly regarded, and fund finance experience is strongly preferred.
Excel
Market Leader - Financial Planning
Halifax, NSBank of Montreal
7+ YOEBank of Montreal needs a seasoned professional with 7-10 years of relevant experience, a post-secondary degree or equivalent, a Financial Planner licence in the province of employment, and an expert track record in business development. Strong communication, analytical, influence, collaboration and data-driven decision-making skills are also required.
Financial planning, Sales, Client relationship management, Change management, Customer experience, Communication skills