“Sales process tools” jobs in Canada – Page 2

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• 18h

  Mortgage Specialist

  Granby, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with in-depth knowledge of the mortgage lending process and regulations, strong sales, negotiation and customer service skills, and a post-secondary degree or equivalent experience.

  18h

  Senior Analyst, Investment Platforms

  Toronto, ON

  

  Bank of Montreal

  Candidates need prior trading desk support experience, hands-on use of Charles River IMS and Bloomberg systems, and in-depth knowledge of business analysis, risk, regulatory and compliance requirements. Strong communication, analytical and data-driven decision-making skills are also required.

  Charles River IMS, Bloomberg Terminal, Bloomberg PORT, OMS, EMS, TCA

  18h

  Personal Banking Associate

  Toronto, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with 1 to 2 years of relevant experience or equivalent education, some consultative sales or customer service background, and a planned or completed investment product registration in Canada. Strong interpersonal, organizational and problem-solving skills and comfort with online tools are required.

  Tablets, Online banking tools

  18h

  Private Banking Officer, Private Wealth

  Québec, QC

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, and a post-secondary degree in a related field is desirable. Candidates should know personal and commercial credit products, the lending process, and loan documentation, with good communication, organization and analytical skills.

  18h

  Personal Banking Associate

  Markham, ON

  

  Bank of Montreal

  1+ YOECandidates need one to two years of relevant experience or equivalent education, with some consultative sales or customer service background. Strong communication, teamwork, organization and problem-solving skills are required, and a Canadian investment product registration must be completed or in progress within 12 months.

  Online banking tools, Tablets, Social media

  18h

  Personal Banking Associate

  Toronto, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of customer service or sales experience, and a drive to deliver a personal service. Candidates in Canada need an investment sales registration completed or in progress, plus good communication, organization and problem-solving skills.

  Tablets, Online banking tools

  18h

  Personal Banker

  Toronto, ON

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally with a post-secondary degree. Candidates need working knowledge of personal banking, retail investment and lending products, must be registered to sell investment products where required, and should have strong customer service and sales skills.

  Online banking tools, Social media, Tablets

  18h

  Wealth & Tax Planning Consultant, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  5+ YOEBank of Montreal needs a candidate with 5 to 9 years of relevant experience, a university degree, and ideally a post-graduate degree or a professional designation such as CPA, CA, Fin. Pl. or LL.B. Strong experience with high-net-worth clients, a record of growing a client services business, and expert communication and analytical skills are required.

  18h

  Mortgage Specialist Associate

  Ottawa, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of related experience or equivalent education, working knowledge of personal lending and mortgage products, and good relationship management, communication, organization and problem-solving skills. Fluency in English and French is required.

  internal banking systems

  18h

  Customer Service Representative

  Wemindji, QC

  

  Bank of Montreal

  Candidates need no prior experience but a post-secondary degree or certification is an asset. They need strong interpersonal and listening skills, comfort with digital tools, a professional presence and a passion for helping customers.

  Online banking tools, Tablets, Social media

  18h

  Senior Compliance Officer, Capital Markets Regulatory Enquiries & Governance (12-months Contract)

  Toronto, ON

  

  Bank of Montreal

  5+ YOEBank of Montreal needs candidates with at least 5 years of relevant experience, ideally at a senior level, and a post-secondary degree or equivalent. Candidates should have strong organizational, project coordination and communication skills, and knowledge of capital markets products such as equities, futures and options.

  18h

  Client Service Associate, Private Wealth

  Toronto, ON

  

  Bank of Montreal

  3+ YOECandidates need a current CIRO Investment Representative licence and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing, compliance requirements, client service, organization and communication is needed.

  Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO

  18h

  Mortgage Specialist

  Saint-Jean-sur-Richelieu, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should have in-depth knowledge of the mortgage lending process and regulations, strong sales and negotiation skills, and strong communication and problem-solving abilities.

  BMO internal systems

  18h

  Personal Banking Associate

  Vancouver, BC

  

  Bank of Montreal

  1+ YOECandidates need one to two years of relevant experience or equivalent education, some consultative sales or customer service background, and comfort with online tools and mobile devices. Investment product registration is required in Canada, completed or in progress within 12 months.

  Tablets, Online banking tools, Applications

  18h

  Client Service Associate, BMO Nesbitt Burns

  Calgary, AB

  

  Bank of Montreal

  3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. The role also requires provincial licensing for the jurisdiction and good communication, organization and problem-solving skills.

  Client database

  18h

  Mortgage Specialist

  Toronto, ON

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, customer service and communication skills are required.

  Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork

  18h

  Mortgage Specialist

  Victoria, BC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They must have in-depth knowledge of the mortgage lending process, strong sales, negotiation and customer service skills, and strong knowledge of the real estate and mortgage market.

  BMO internal systems

  18h

  Credit Analyst

  Vaughan, ON

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3-4 years of commercial credit, lending or financial analysis experience and a bachelor's degree in business, finance, accounting or economics. Candidates also need strong analytical, communication and Microsoft Office skills.

  Microsoft Excel, Microsoft Office

  18h

  Personal Banking Associate

  Richmond, BC

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They should know personal banking products, contact centre processes and call centre technology, and have good communication, organization and problem-solving skills.

  18h

  Customer Service Representative

  Victoria, BC

  

  Bank of Montreal

  Candidates need no prior experience, though a post-secondary degree or certification is desirable. They should be confident with digital tools, skilled at helping people use them, and have strong interpersonal and communication skills.

  Online banking tools, Tablets, Social media applications

  18h

  Personal Banking Associate

  Toronto, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with one to two years of relevant experience, preferably in consultative sales or customer service. Candidates should be comfortable with digital tools, have good communication and organization skills, and in Canada should have or be completing investment product registration within 12 months.

  Tablets, Online banking tools, Social media

  18h

  Spécialiste Hypothécaire

  Laval, QC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need in-depth knowledge of mortgage lending, strong sales and negotiation skills, and fluency in French and English.

  18h

  Mortgage Specialist

  Dartmouth, NS

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need in-depth knowledge of the mortgage lending process, strong sales and negotiation skills, and strong communication and problem-solving abilities.

  Internal BMO banking systems

  18h

  Mortgage Specialist

  Laval, QC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, plus in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, communication and customer service skills in French and English are essential.

1 companies