Wealth Planning Advisor, Private Wealth
Montréal, QCBank of Montreal
4+ YOEBank of Montreal needs candidates with at least four years of financial planning experience, the IQPF or IPF planning designation in Quebec, and strong WealthPath or similar planning software skills. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams
Customer Service Representative
Invermere, BCBank of Montreal
Bank of Montreal needs candidates with a passion for helping customers and basic sales and banking knowledge, plus strong communication and teamwork skills. No prior experience is required, and a post-secondary degree or certification is desirable.
online banking tools, tablets, social media applications
Personal Banking Associate
Sault Ste. Marie, ONBank of Montreal
1+ YOEBank of Montreal needs candidates with about 1 to 2 years of relevant experience or equivalent education, some consultative sales or customer service background, and comfort with digital tools. Canadian candidates should have, or be in progress toward, registration to sell investment products within 12 months.
Tablets, Online banking tools, Applications
Personal Banking Associate
Sault Ste. Marie, ONBank of Montreal
1+ YOEBank of Montreal needs candidates with about 1 to 2 years of relevant experience or equivalent education, and some consultative sales or customer service background. A Canadian investment product registration completed or in progress (within 12 months) is required, along with good communication, organization and teamwork skills.
Tablets, Online banking tools, Social media
Administration Associate, Wealth Management, Nesbitt Burns
Québec, QCBank of Montreal
3+ YOECandidates need roughly 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and products, and knowledge of compliance and regulations. Good communication, organization, teamwork and problem-solving skills are required, and the required licences for the jurisdiction must be held.
Scheduling, Documentation, Sales, Customer experience, Confidentiality, Risk management
Client Service Associate
Vancouver, BCBank of Montreal
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. Good verbal, written, organizational, collaboration and problem-solving skills are required, along with the licences required in the branch jurisdiction.
Client database, Sales Administration Manual
Personal Banking Associate
Montréal, QCBank of Montreal
1+ YOEBank of Montreal needs candidates with about one to two years of relevant experience, some consultative sales or customer service background, and a drive to deliver a personal experience. Candidates must have or be working toward investment product registration within 12 months, and be comfortable with online tools and mobile devices.
Online banking tools, Tablets
Personal Banking Associate, Winter 2027 (Co-op/Internship), Saint-Georges-de-Beauce - 4 months
QuebecBank of Montreal
1+ YOECandidates need one to two years of relevant experience or a related certification, plus a fluency in French and English. BMO also expects consultative sales or customer service experience, good communication and teamwork skills, and registration to sell investment products completed or in progress within 12 months.
Customer experience, Inventory management, Opening and closing procedures, Regulatory compliance, Customer service, Sales