Financial Planner
Williams Lake, BCBank of Montreal
3+ YOEBank of Montreal needs candidates with typically 3 to 5 years of relevant experience and a post-secondary degree, plus the financial planner licence required in their province. Strong communication, analytical, collaboration and influence skills are expected.
Personal Banking Associate - Mandarin or Spanish language required
Toronto, ONBank of Montreal
1+ YOEBank of Montreal needs candidates with one to two years of relevant experience or equivalent education, the Investment Funds Course, and sales registration in progress or complete. Strong communication, customer rapport, teamwork and comfort with digital tools are also required, along with Mandarin or Spanish.
Tablets, Smart phones, Online banking tools, Social media
Customer Service Representative
Trail, BCBank of Montreal
Candidates need no prior experience, though a post-secondary degree or certification is desirable. They need basic knowledge of banking products, comfort with online and mobile tools, strong interpersonal and communication skills, and a passion for helping customers.
Online banking tools, Tablets, Social media
Customer Service Representative
Surrey, BCBank of Montreal
Bank of Montreal needs candidates with strong interpersonal skills, a customer-focused approach and basic computer and digital skills. No prior experience is required, and a post-secondary degree or certification is an asset.
POS, tablets, online banking tools
Financial Planner
Haliburton, ONBank of Montreal
3+ YOECandidates need 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the licensing and registration required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are required.
Personal Banking Associate
Toronto, ONBank of Montreal
1+ YOECandidates need one to two years of relevant experience or certification, plus some consultative sales or customer service background. Bank of Montreal also requires investment sales registration completed or in progress within 12 months, and strong communication, teamwork and problem-solving skills.
Tablets, Online banking tools
Trust and Estate Advisor
Vancouver, BC +1Bank of Montreal
Bank of Montreal asks for broad knowledge of financial services, private wealth, trust and estate planning, and taxation, plus strong business development and communication skills. A professional designation such as TEP or CSI is preferred, and the Canadian Securities Course is required.
Client profiling tools, Relationship management tools