Financial Planner
Springdale, NL +1Bank of Montreal
3+ YOECandidates need about 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They must meet the provincial licensing and registration requirements of a Financial Planner, with strong financial industry knowledge and in-depth communication, collaboration, analytical and influence skills.
Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving
Investment Analyst, Fixed Income & Credit Strategies, Burgundy Asset Management
Toronto, ONBank of Montreal
4+ YOECandidates need at least 4 years of investment research experience, ideally in fixed income or credit, and a solid grasp of bond instruments and valuation. Strong analytical, written and verbal communication skills and attention to detail are essential.
Excel
Divisional Sales Manager, BMO Investorline
Montréal, QCBank of Montreal
7+ YOECandidates need 7+ years of relevant experience and a post-secondary degree or equivalent, plus proven sales leadership and people management experience. CIRO licensing (CSC, CPH, WME, BMC) and expert knowledge of financial markets and investment products are required, along with fluent French and English.
Sales, Performance management, Product knowledge, Coaching, Achieve sales targets, Forecasting
Business Banking Relationship Manager Trainee
Lloydminster, ABBank 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 and lending knowledge, customer sales skills, and in-depth communication and data-driven decision-making abilities are required.
Sales strategies, Client relationship management, Customer service, Change management, Stakeholder management, Confidentiality
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
Trust Officer
Ottawa, ONBank of Montreal
4+ YOECandidates need about 4 to 6 years of relevant experience and a post-secondary degree, with a Finance degree preferred. They need strong knowledge of personal trust administration, trust tax, trust accounting, investment management and fiduciary law.
Dashboards
Trust Administrator
Windsor, ONBank of Montreal
2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, with trust industry experience and an applicable securities certification preferred. Strong communication, organization, collaboration and analytical skills are required, and a post-secondary degree is desirable.
Client relationship management, Presentation skills, Regulatory compliance, Sales, Administrative support, Account reconciliation
Représentant service à la clientèle
QuebecBank of Montreal
Candidates need no prior experience, though a post-secondary degree or certification in a related field is desirable. They should be comfortable with digital tools, skilled at helping customers, and show strong interpersonal and communication skills.
Tablets, Online banking tools
Wealth Planning Advisor, Private Wealth
Montréal, QCBank of Montreal
4+ YOEBank of Montreal needs candidates with at least four years of financial planning experience, a Quebec planning designation (IQPF/IPF), and strong WealthPath or similar planning software skills. Fluency in French and English is required.
WealthPath, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft 365
Client Service Associate
London, ONBank of Montreal
3+ YOEBank of Montreal asks for typically 3 to 5 years of relevant experience, advanced knowledge of investment processes and administration, and good communication, organization and teamwork skills. Candidates must meet the licensing and certification requirements for the branch's jurisdiction.
Scheduling, Documentation, Sales, Customer experience, Confidentiality, Regulatory compliance
Associate Director, Commercial Banking (Corporate Finance Group)
Calgary, ABBank of Montreal
5+ YOECandidates need a bachelor's degree, preferably in business, finance or accounting, and 5 to 7 years of credit or lending experience in a corporate or banking setting. Strong financial analysis, loan structuring, credit risk and portfolio management skills are required.
Microsoft Office