“Prospecting tools” jobs in Canada – Page 3

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• 2d

  Customer Service Representative

  Waterloo, ON

  

  Bank of Montreal

  Candidates need strong customer service and interpersonal skills, basic sales and banking knowledge, and comfort with digital tools. No prior experience is necessary, and a post-secondary degree or certification is desirable.

  Online banking tools, Tablets, POS

  2d

  Customer Service Representative

  Burnaby, BC

  

  Bank of Montreal

  Candidates need no prior experience, though a post-secondary degree or certification is desirable. They must be comfortable with online and mobile tools, have strong interpersonal and communication skills, and be willing to take initiative and work as part of a team.

  Tablets, Online banking tools, Applications

  2d

  Trust and Estate Advisor

  Edmonton, AB

  

  Bank 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.

  2d

  Personal Banker

  London, ON

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, a post-secondary degree preferred, and a Canadian investment sales registration. Candidates need working knowledge of retail investments and lending products, consultative sales experience, and strong communication and teamwork skills.

  Online banking tools, Social media

  2d

  Customer Service Representative

  Winnipeg, MB

  

  Bank of Montreal

  Bank of Montreal needs candidates with no prior experience required, though a post-secondary degree or certificate is an asset. Candidates should be comfortable with digital tools, skilled at helping customers, and strong in communication, organization and teamwork.

  Tablets, Online banking tools, Applications

  2d

  Personal Banker

  Toronto, ON

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in financial services or consultative sales. They must hold investment registration, appropriate lending qualifications, and strong communication and relationship-building skills.

  Online banking tools, Tablets, Social media

  2d

  Personal Banking Associate

  Victoria, BC

  

  Bank 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 strong interpersonal and communication skills. Canadian applicants must complete or be in progress on investment product registration within 12 months.

  tablets, online banking tools, social media

  2d

  Personal Banker

  Toronto, ON

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, a post-secondary degree preferred, and investment sales registration in Canada. Strong consultative sales, customer service, lending and retail investment knowledge, plus good communication and digital tool skills, are required.

  Online banking tools, Social media, Tablets, Smart phones

  2d

  Relationship Manager, Business Banking

  Edmundston, NB

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with about 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Strong financial analysis, business banking and lending knowledge, customer sales experience, and in-depth communication and influence skills are required.

  2d

  Client Service Associate, Private Wealth

  Oakville, ON

  

  Bank 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.

  2d

  Vice-President, Middle Market Mergers & Acquisitions (M&A)

  Toronto, ON

  

  Bank of Montreal

  5+ YOECandidates need 5 to 7+ years of M&A advisory, investment banking or corporate finance experience, including middle-market deals and a record of building client relationships. Strong financial modeling, valuation, negotiation and leadership skills are required.

  2d

  Senior Relationship Manager

  Laval, QC

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with 4 to 7 years of experience in commercial banking, relationship management or business development, and a proven record of managing complex clients and meeting sales targets. A bachelor's degree in business, finance or accounting is expected, or an equivalent combination of education and experience. Fluency in French and English is required.

  2d

  Personal Banking Associate

  Toronto, ON

  

  Bank of Montreal

  Bank of Montreal needs candidates with no prior experience required but a post-secondary degree or certification desirable. They should be comfortable with digital tools, skilled at helping people, and show strong communication, teamwork and organization skills.

  Tablets, Online banking tools, Social media

  2d

  Personal Banking Associate

  Toronto, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with 1 to 2 years of consultative sales or customer service experience, good communication and teamwork skills, and comfort with digital tools. Canadian candidates must complete or be in progress on investment product registration within 12 months.

  Tablets, Online banking tools, Digital applications

  2d

  Personal Banker

  Waterloo, ON

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally in financial services or consultative sales, and a related post-secondary degree or equivalent. Candidates must hold or obtain the registration to sell investment products and the appropriate lending qualifications, plus strong communication, relationship-building and problem-solving skills.

  Online banking tools, Social media, Tablets

  2d

  Personal Banker

  Vancouver, BC

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, preferably in financial services or consultative sales. They must hold the required investment sales registration and lending qualifications, and have strong communication and relationship-building skills.

  Online banking tools, Tablets, Social media

  2d

  Personal Lending Specialist

  Quebec

  Remote

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with typically 2 to 3 years of relevant experience, with a post-secondary degree desirable. Candidates need knowledge of personal lending and home financing, fluency in French and English, and good communication, organization, teamwork and problem-solving skills.

  Call centre technology

  2d

  Business Banking Relationship Manager Trainee

  Brandon, MB

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with about 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Strong financial analysis, business banking and lending knowledge, customer sales experience, and in-depth communication and influence skills are required.

  Sales strategies, Client relationship management, Customer service, Change management, Stakeholder management, Confidentiality

  2d

  Business Banking Relationship Manager Trainee

  Guelph, ON

  

  Bank of Montreal

  4+ YOECandidates need 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Strong financial analysis, business banking and lending knowledge, customer sales and service experience, and in-depth communication, collaboration and influence skills are required.

  Sales strategies, Client relationship management, Customer service, Change management, Stakeholder management, Confidentiality

  2d

  Personal Banker

  Gibsons, BC

  

  Bank of Montreal

  2+ YOECandidates need 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred. Investment sales registration, lending qualifications and a consultative sales or service background are required.

  online banking tools, tablets, social media

  2d

  Assistant Branch Manager

  Toronto, ON

  

  Bank of Montreal

  3+ YOEBank of Montreal asks for 3 to 5 years of relevant experience and a post-secondary degree or equivalent, including 1 to 3 years in banking, sales or customer service. Supervisory experience is preferred, along with strong communication, collaboration, analytical and influence skills.

  Regulatory compliance, Sales, Sales targets, Confidentiality, Customer service, Communication skills

  2d

  Senior Relationship Manager

  Charlottetown, PE

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with 4 to 7 years in commercial banking, relationship management, portfolio management, or business development. They should have a record of managing complex client relationships and negotiating commercial lending, plus a strong grasp of financial statements and credit analysis. A bachelor's degree in business, finance, or accounting is preferred, though equivalent experience is accepted.

  Cash handling, Sales, Regulatory compliance, Financial analysis, Problem solving, Manage portfolio

  2d

  Customer Service Represetative

  Sioux Lookout, ON

  

  Bank of Montreal

  Candidates need no prior experience, though a post-secondary degree or certification is preferred. They should be comfortable with online tools and smartphones, communicate well, build rapport with customers, and follow risk and compliance rules.

  POS, online banking tools, tablets

  2d

  Financial Planner

  Surrey, BC

  

  Bank of Montreal

  3+ YOECandidates need typically 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the Financial Planner licensing and registration required in their province. Strong communication, analytical, influence and collaboration skills are expected.

1 companies