Estate Banker- RISR certification mandatory
Ontario +7Bank of Montreal
2+ YOECandidates need RISR certification, typically 2-3 years of relevant experience and in-depth knowledge of estate and deceased topics. Good communication, organization, analytical and collaboration skills are required, along with an understanding of risk and regulatory requirements.
Banking systems and applications
Investment Specialist Admin
Kamloops, BCBank of Montreal
2+ YOEBank of Montreal asks for about 2-3 years of relevant experience and a post-secondary degree in a related field or an equivalent mix of education and experience. Candidates should be working toward Financial Planner licensing in their province, with good financial industry knowledge, communication, organization and analytical skills.
Financial Planner
Kamloops, BCBank of Montreal
3+ YOEBank of Montreal needs candidates with 3-5 years of relevant experience, a post-secondary degree or equivalent, and the provincial licence required to act as a financial planner. Strong communication, teamwork, analytical and influence skills are essential.
Personal Banker
Toronto, ONBank of Montreal
2+ YOEBank 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+ YOECandidates 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+ 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