Analyst, Sponsor Finance
Toronto, ONBank of Montreal
Bank of Montreal requires a bachelor's degree, with business, finance, or accounting preferred, and 1 to 4 years of preferred experience in credit or financial operations. Candidates need strong analytical, financial modelling, Microsoft Office, and data analysis skills.
Microsoft Office, Data analysis tools
Wealth & Tax Planning Consultant, Private Wealth
Montréal, QCBank 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.
Manager, Credit Cards, Can P&C Finance
Toronto, ONBank of Montreal
5+ YOEBank of Montreal needs candidates with typically 5 to 7 years of relevant experience and a post-secondary degree or equivalent. Strong analytical, communication, influence and data-driven decision-making skills are required, along with financial modeling and tools like Essbase, SAP and Anaplan.
Essbase, SAP, Anaplan
Wealth Planning Consultant, Private Wealth
Waterloo, ONBank of Montreal
1+ YOEBank of Montreal needs 1 to 3 years of relevant experience (3 to 5 for the senior role) with a post-secondary degree in a related field. Candidates should have selling experience with advisors or HNW clients, in-depth communication and analytical skills, and a CFP or similar credential as an asset.
Financial planning software
Senior Relationship Manager, Commercial Banking (Corporate Finance Group)
Ottawa, ONBank of Montreal
10+ YOECandidates need 10+ years of relationship, account or portfolio management experience in corporate banking, preferably with sales metrics, and a bachelor's degree, ideally in business, finance or accounting. Strong skills in deal structuring, credit risk, negotiation and regulatory compliance are required.
Estate Planning Consultant
Saskatoon, SKBank of Montreal
5+ YOEBank of Montreal needs candidates with 5 to 9 years of relevant experience and a university degree, with a post-graduate degree or professional designation as an asset. Strong expertise in wealth planning, consultative sales and communication, and experience with high net worth clients are required.
Senior Wealth Planning Consultant
Vancouver, BCBank of Montreal
3+ YOEBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree in a related field. A CFP designation (IQPF in Quebec), experience selling to HNW clients and strong communication and analytical skills are expected.
NaviPlan