“Person directed plans” jobs in Canada

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• 22m

  Financial Planner

  Hawkesbury, ON

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3-5 years of relevant experience and a post-secondary degree, plus the financial planner licence required in their province. Strong communication, analytical, problem-solving and influence skills are required.

  Sales, Client relationship management, Customer experience, Communication skills, Collaboration, Problem solving

  22m

  Customer Service Representative (Cantonese & Mandarin)

  Toronto, ON

  

  Bank of Montreal

  Bank of Montreal needs candidates with strong interpersonal and communication skills, fluency in Cantonese and Mandarin, and comfort with digital tools and social media. No prior experience is required, though a post-secondary degree or certification is an asset.

  POS, online banking tools, tablets

  22m

  Customer Service Representative

  Toronto, ON

  

  Bank of Montreal

  Candidates need no prior experience, though a post-secondary degree or certification is an asset. They should be comfortable with digital tools, able to help others use them, and skilled at listening, building rapport and communicating clearly.

  POS, Online banking tools, Tablets

  22m

  Mortgage Specialist

  Montréal, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process, strong sales, negotiation and customer service skills, and an understanding of mortgage regulation.

  BMO internal banking systems

  22m

  Mortgage Specialist

  Montréal, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with in-depth knowledge of the mortgage lending process and regulatory requirements, plus strong sales, negotiation and customer service skills. Candidates should have analytical, collaboration and communication skills and a post-secondary degree or equivalent experience.

  22m

  Personal Banking Associate

  Montréal, QC

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of experience, ideally in consultative customer service or sales. Canadian candidates need investment product registration completed or in progress, plus good communication, teamwork and problem-solving skills.

  Tablets, Online banking tools, Social media

  22m

  Mortgage Specialist

  Brossard, QC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process. Strong sales, negotiation, interpersonal and customer service skills are required.

  22m

  Mortgage Specialist

  Granby, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with in-depth knowledge of the mortgage lending process and regulations, strong sales, negotiation and customer service skills, and a post-secondary degree or equivalent experience.

  22m

  Personal Banking Associate

  Toronto, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with 1 to 2 years of relevant experience or equivalent education, some consultative sales or customer service background, and a planned or completed investment product registration in Canada. Strong interpersonal, organizational and problem-solving skills and comfort with online tools are required.

  Tablets, Online banking tools

  22m

  Private Banking Officer, Private Wealth

  Québec, QC

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, and a post-secondary degree in a related field is desirable. Candidates should know personal and commercial credit products, the lending process, and loan documentation, with good communication, organization and analytical skills.

  23m

  Personal Banking Associate

  Markham, ON

  

  Bank of Montreal

  1+ YOECandidates need one to two years of relevant experience or equivalent education, with some consultative sales or customer service background. Strong communication, teamwork, organization and problem-solving skills are required, and a Canadian investment product registration must be completed or in progress within 12 months.

  Online banking tools, Tablets, Social media

  23m

  Personal Banking Associate

  Toronto, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of customer service or sales experience, and a drive to deliver a personal service. Candidates in Canada need an investment sales registration completed or in progress, plus good communication, organization and problem-solving skills.

  Tablets, Online banking tools

  23m

  Personal Banker

  Toronto, ON

  

  Bank of Montreal

  2+ YOEBank of Montreal needs candidates with about 2 to 3 years of relevant experience, ideally with a post-secondary degree. Candidates need working knowledge of personal banking, retail investment and lending products, must be registered to sell investment products where required, and should have strong customer service and sales skills.

  Online banking tools, Social media, Tablets

  23m

  Senior Manager, Money Movement

  Toronto, ON

  

  Bank of Montreal

  Bank of Montreal needs candidates with product management or payments experience in financial services, digital banking, technology or consulting. A university degree is required, with an MBA considered an asset, plus strong analytical skills and experience influencing stakeholders without authority.

  23m

  Mortgage Specialist Associate

  Ottawa, ON

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of related experience or equivalent education, working knowledge of personal lending and mortgage products, and good relationship management, communication, organization and problem-solving skills. Fluency in English and French is required.

  internal banking systems

  23m

  Customer Service Representative

  Wemindji, QC

  

  Bank of Montreal

  Candidates need no prior experience but a post-secondary degree or certification is an asset. They need strong interpersonal and listening skills, comfort with digital tools, a professional presence and a passion for helping customers.

  Online banking tools, Tablets, Social media

  23m

  Client Service Associate, Private Wealth

  Toronto, ON

  

  Bank of Montreal

  3+ YOECandidates need a current CIRO Investment Representative licence and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing, compliance requirements, client service, organization and communication is needed.

  Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO

  23m

  Mortgage Specialist

  Saint-Jean-sur-Richelieu, QC

  

  Bank of Montreal

  3+ YOEBank of Montreal needs candidates with 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They should have in-depth knowledge of the mortgage lending process and regulations, strong sales and negotiation skills, and strong communication and problem-solving abilities.

  BMO internal systems

  23m

  Personal Banking Associate

  Vancouver, BC

  

  Bank of Montreal

  1+ YOECandidates need one to two years of relevant experience or equivalent education, some consultative sales or customer service background, and comfort with online tools and mobile devices. Investment product registration is required in Canada, completed or in progress within 12 months.

  Tablets, Online banking tools, Applications

  23m

  Client Service Associate, BMO Nesbitt Burns

  Calgary, AB

  

  Bank of Montreal

  3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. The role also requires provincial licensing for the jurisdiction and good communication, organization and problem-solving skills.

  Client database

  23m

  Mortgage Specialist

  Toronto, ON

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, with in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, customer service and communication skills are required.

  Sales, Customer service, Documentation, Regulatory compliance, Negotiation, Teamwork

  23m

  Mortgage Specialist

  Victoria, BC

  

  Bank of Montreal

  3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent. They must have in-depth knowledge of the mortgage lending process, strong sales, negotiation and customer service skills, and strong knowledge of the real estate and mortgage market.

  BMO internal systems

  24m

  Personal Banking Associate

  Richmond, BC

  

  Bank of Montreal

  1+ YOEBank of Montreal needs candidates with about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They should know personal banking products, contact centre processes and call centre technology, and have good communication, organization and problem-solving skills.

  24m

  Customer Service Representative

  Victoria, BC

  

  Bank of Montreal

  Candidates need no prior experience, though a post-secondary degree or certification is desirable. They should be confident with digital tools, skilled at helping people use them, and have strong interpersonal and communication skills.

  Online banking tools, Tablets, Social media applications

1 companies