Trust and Estate Advisor
Edmonton, ABBank of Montreal
Bank of Montreal needs candidates with trust and estate knowledge, ideally a TEP or STI/MTI designation, plus completion of the Canadian Securities Course. Candidates also need strong business development, client relationship, communication and judgment skills.
Client Service Associate, Private Wealth
Oakville, ONBank of Montreal
3+ YOECandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong client service, organization, attention to detail and knowledge of investment products and compliance are required.
Director, Digital Investing Product Management
Toronto, ONBank of Montreal
9+ YOECandidates need 9+ years of relevant experience, a post-secondary degree (a graduate degree in business, economics or finance is preferred), and an investment certification. Expert communication, analytical, influence and data-driven decision-making skills are required.
Estate Planning Consultant
Saskatoon, SKBank of Montreal
5+ YOEBank of Montreal needs candidates with 5 to 9 years of relevant experience and a university degree, with a post-graduate degree or professional designation as an asset. Strong expertise in wealth planning, consultative sales and communication, and experience with high net worth clients are required.
Senior Manager, Business Transformation
Toronto, ONBank of Montreal
7+ YOECandidates need typically 7+ years of relevant experience and a post-secondary degree, or an equivalent mix. They need expert skills in data-driven decision making, analysis, influence, communication, collaboration and digital technology trends.
Senior Manager, Electronic Funds Transfer Reporting& Payments Governance
Toronto, ONBank of Montreal
7+ YOECandidates need typically 7+ years of relevant experience and a post-secondary degree or equivalent. Expert knowledge of financial crime risk, regulations and risk policy frameworks is required, along with strong communication, analytical and data-driven decision-making skills.
Trust and Estate Advisor
Victoria, BC +1Bank of Montreal
Bank of Montreal asks for broad knowledge of financial services, private wealth, trust and estate planning, and taxation, plus strong business development and communication skills. A professional designation such as TEP or CSI is preferred, and the Canadian Securities Course is required.
Client profiling tools, Relationship management tools