Portfolio Manager (Commercial Banking)
Edmonton, AB +1Full Time
Bank of Montreal
3+ YOECandidates need a bachelor's degree, preferably in business administration, finance or accounting, and preferably 3 to 4 years of credit or lending experience in a corporate or banking setting. Strong analytical skills, data analysis and financial analysis are needed, along with Microsoft Office proficiency.
Microsoft Office, financial models
Wealth Planning Advisor
Edmonton, ABFull Time
Bank of Montreal
5+ YOEBank 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