Portfolio Analyst
Toronto, ON +1Bank of Montreal
1+ YOEBank of Montreal needs candidates with a Bachelor's degree, preferably in business administration, finance or accounting, and 1 to 3 years of credit or lending experience in a corporate or banking setting. Strong analytical, attention-to-detail and problem-solving skills are required, plus intermediate proficiency in financial analysis, loan structuring and Microsoft Office.
Microsoft Office, Data analysis tools
Financial Planner
Haliburton, ONBank of Montreal
3+ YOECandidates need 3-5 years of relevant experience and a post-secondary degree or equivalent, plus the licensing and registration required to be a Financial Planner in their province. Strong communication, analytical, collaboration and influence skills are required.
Trust and Estate Advisor
Vancouver, 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