Client Service Associate
Toronto, ONBank of Montreal
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal and written communication, organization and problem-solving skills are also required, along with any licences needed for the jurisdiction.
client database
Client Service Assistant, BMO Nesbitt Burns
Calgary, ABBank of Montreal
1+ YOECandidates need one to two years of relevant experience, with a post-secondary degree preferred. They should have good communication, organization, teamwork and problem-solving skills, plus familiarity with financial planning and investment software and any required licensing for the jurisdiction.
Financial planning software, Client database
Customer Service Representative
Parksville, BCBank of Montreal
Candidates need a strong customer focus, basic sales and interpersonal skills, and comfort with digital tools and social media. A post-secondary degree or certification in a related field is desirable but not required, and training is provided on the job.
Tablets, Online banking tools
Customer Service Representative
Toronto, ONBank of Montreal
Candidates need no prior experience, though a post-secondary degree or certificate is an asset. They need comfort with digital tools, strong interpersonal and listening skills, and a passion for helping customers.
Tablets, Online banking tools, Digital applications
Private Banking Officer
London, ONBank of Montreal
2+ YOEBank of Montreal needs candidates with typically 2-3 years of relevant experience, with a post-secondary degree preferred. Candidates must hold any required licences and know personal and commercial credit products and lending processes.
Presentation skills, Workflow, Transaction processing, Regulatory compliance, Documentation, Communication skills
Client Services Assistant
Newmarket, ONBank of Montreal
1+ YOEBank of Montreal needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree in a related field. Knowledge of wealth management, banking operations and investment products is an asset, along with good communication, organization and problem-solving skills and the licensing required for the branch jurisdiction.
financial planning software