Mortgage Specialist
Ottawa, ONBank of Montreal
3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with an in-depth understanding of mortgage lending and regulation. Strong sales, negotiation, customer service and communication skills are required.
Trust and Estate Advisor
Victoria, 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