“Client assessment tools” jobs in Canada – Page 37

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• 5d

  Mortgage Specialist

  Montréal, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with in-depth knowledge of the mortgage lending process and regulatory requirements, plus strong sales, negotiation and customer service skills. Candidates should have analytical, collaboration and communication skills and a post-secondary degree or equivalent experience.

  5d

  Mortgage Specialist

  Brossard, QC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process. Strong sales, negotiation, interpersonal and customer service skills are required.

  5d

  Mortgage Specialist

  Granby, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with in-depth knowledge of the mortgage lending process and regulations, strong sales, negotiation and customer service skills, and a post-secondary degree or equivalent experience.

  5d

  Wealth & Tax Planning Consultant, Private Wealth

  Montréal, QC

  

  Bank of Montreal

  5+ YOEBank of Montreal needs a candidate with 5 to 9 years of relevant experience, a university degree, and ideally a post-graduate degree or a professional designation such as CPA, CA, Fin. Pl. or LL.B. Strong experience with high-net-worth clients, a record of growing a client services business, and expert communication and analytical skills are required.

  5d

  Senior Director, Business Enablement, Trust Co.

  Toronto, ON

  

  Bank of Montreal

  9+ YOEBank of Montreal needs 9+ years of relevant experience, thorough knowledge of banking and trust and estate products, and proven delivery of strategic initiatives. Expert communication, analytical, influence and data-driven decision-making skills are required, with TEP, CFA, MBA, CA or LLB as an asset.

  Organisational resilience, Leadership, Monitor customer service, Client relationship management, Regulatory compliance, Administrative support

  5d

  Senior Analyst Data Analytics

  Toronto, ON

  

  Bank of Montreal

  7+ YOECandidates need typically 7+ years of relevant experience and a master's degree, or a bachelor's plus extensive experience. They need in-depth knowledge of financial crimes, statistical analysis, human behaviour modelling and data mining tools.

  Python, SQL, data mining tools, mainframe

  5d

  VP, Strategy and Performance Management, Capital Markets

  Toronto, ON

  

  Bank of Montreal

  3+ YOECandidates need typically 3 to 7 years of relevant experience in management consulting, financial services or strategy, plus a post-secondary degree such as an MBA or CFA. Expert analytical, communication, stakeholder management and data-driven decision skills are required.

  Performance management, Leadership, Strategic planning, Change management, Research, Financial modelling

  5d

  Mortgage Specialist

  Saint-Jean-sur-Richelieu, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should have in-depth knowledge of the mortgage lending process and regulations, strong sales and negotiation skills, and strong communication and problem-solving abilities.

  BMO internal systems

  5d

  Mortgage Specialist

  Victoria, BC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They must have in-depth knowledge of the mortgage lending process, strong sales, negotiation and customer service skills, and strong knowledge of the real estate and mortgage market.

  BMO internal systems

  5d

  Spécialiste Hypothécaire

  Laval, QC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need in-depth knowledge of mortgage lending, strong sales and negotiation skills, and fluency in French and English.

  5d

  Mortgage Specialist

  Dartmouth, NS

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need in-depth knowledge of the mortgage lending process, strong sales and negotiation skills, and strong communication and problem-solving abilities.

  Internal BMO banking systems

  5d

  Mortgage Specialist

  Laval, QC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, plus in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, communication and customer service skills in French and English are essential.

  5d

  Mortgage Specialist

  Gloucester, ON

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience, a post-secondary degree or equivalent, and in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, customer service and communication skills are essential.

  Internal BMO banking systems

  5d

  Senior Relationship Manager

  St. John's, NL

  

  Bank of Montreal

  4+ YOECandidates need 4 to 7 years of experience in commercial banking, relationship management, portfolio management or business development. They also need a bachelor's degree in a business or finance discipline (or equivalent experience), and strong skills in financial statements, credit analysis and structuring commercial loans.

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

  5d

  Senior Relationship Manager

  Montréal, QC

  

  Bank of Montreal

  4+ YOEBank of Montreal needs candidates with 4 to 7 years of experience in commercial banking, relationship management, portfolio management or business development. Candidates need a proven record of sales results, experience structuring commercial lending, and a strong grasp of financial statements and credit analysis. A bachelor's degree in business, finance or accounting is expected, or an equivalent mix of education and experience, and the role requires fluency in French and English.

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

  5d

  Relationship Manager, Business Banking

  Edmundston, NB

  

  Bank of Montreal

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

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

  5d

  Mortgage Specialist

  Mascouche, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They need a solid understanding of the mortgage lending process, strong sales and negotiation skills, and fluency in French and English.

  Internal BMO banking systems

  5d

  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

  5d

  Mortgage Specialist

  St. Catharines, ON

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. Strong sales, negotiation, customer service and communication skills, plus in-depth knowledge of the mortgage lending process and regulations, are required.

  BMO internal systems

  5d

  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

  5d

  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

  5d

  Mortgage Specialist

  Ajax, ON

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, relationship and customer service skills are required.

  Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork

  5d

  Financial Planner

  Williams Lake, BC

  

  Bank of Montreal

  3+ YOE3 to 5 years of relevant experience; Post-secondary degree in a related field or equivalent; Financial Planner licensing and registration in the province of employment

  Financial planning, Process improvement, Customer experience, Communication skills, Collaboration, Teamwork

• 5d

  General Manager - Off Campus

  Ottawa, ON

  

  Campus Living Centres

  5+ YOECandidates need a recognized college diploma or university degree and at least 5 years of industry or management experience. Strong written and verbal communication, budgeting, staff management and the ability to handle several projects at once are essential.

  Yardi

2 companies