Trust and Estate Advisor
Edmonton, ABBank of Montreal
Provides advisory-based sales and relationship management to attract, retain, and grow a portfolio of prospective and existing client relationships while delivering an exceptional client…; Develops strong relationships…
Vice-President, Middle Market Mergers & Acquisitions (M&A)
Toronto, ONBank of Montreal
5+ YOECandidates need 5 to 7+ years of M&A advisory, investment banking or corporate finance experience, including middle-market deals and a record of building client relationships. Strong financial modeling, valuation, negotiation and leadership skills are required.
Divisional Sales Manager
Vancouver, BCBank of Montreal
Increases sales through internal BMO channels by strengthening employee product knowledge, expertise, and client needs conversations to provide solutions in the best interests of clients; Works with pace, takes timely…
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