Personal Banking Associate
Toronto, ONBank of Montreal
1+ YOECandidates need one to two years of relevant experience or certification, plus some consultative sales or customer service background. Bank of Montreal also requires investment sales registration completed or in progress within 12 months, and strong communication, teamwork and problem-solving skills.
Tablets, Online banking tools
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
Mortgage Specialist
Delta, BCBank of Montreal
3+ YOECandidates need 3 to 5 years of relevant experience, a post-secondary degree or equivalent, and in-depth knowledge of the mortgage lending process and regulations. Strong sales, negotiation, customer service and communication skills are essential.