Wealth Planning Advisor - Quality & Support, Private Wealth
Montréal, QCBank of Montreal
3+ YOECandidates need three or more years of client-facing financial planning experience, strong investment knowledge, proficiency with WealthPath or similar planning software, and an IQPF designation in Quebec. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Mortgage Specialist
Delta, BCBank of Montreal
3+ YOEBank of Montreal needs candidates with about 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should understand the mortgage lending process and have strong sales, negotiation and customer service skills.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork
Mortgage Specialist
Delta, BCBank of Montreal
3+ YOEBMO asks for about 3 to 5 years of relevant experience and a post-secondary degree or equivalent. Candidates need in-depth knowledge of the mortgage lending process and regulations, strong sales, negotiation and customer service skills, and in-depth communication and problem-solving abilities.
Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork