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.
Senior Director, Business Enablement, Trust Co.
Toronto, ONBank of Montreal
9+ YOEBank of Montreal needs 9+ years of relevant experience, thorough knowledge of banking and trust and estate products, and proven delivery of strategic initiatives. Expert communication, analytical, influence and data-driven decision-making skills are required, with TEP, CFA, MBA, CA or LLB as an asset.
Organisational resilience, Leadership, Monitor customer service, Client relationship management, Regulatory compliance, Administrative support
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
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
Lead Application Developer(.NET/Angular/AWS)
Toronto, ONBank of Montreal
8+ YOE3+ MgmtCandidates need 8+ years of .NET/C# and Angular development experience and 3+ years leading teams. They also need hands-on AWS, container and microservices experience, plus practical use of AI coding tools like GitHub Copilot.
GitHub Copilot, AWS, Kubernetes, Docker, ECS, Lambda