The Financial Planner will provide financial and investment advice to clients, implementing business strategies to grow client relationships and meet sales targets. Responsibilities include assessing client needs, developing solutions, providing strategic advice, and collaborating with internal partners. This role also requires maintaining current knowledge of financial products and industry trends.

Bank of Montreal

Director, National Accounts

Reposted 9 Days AgoSaved

Montréal, QC, CAN

Senior level

Financial Services

The Director, National Accounts manages a portfolio of large dealership groups, providing financial analysis, monitoring accounts, and developing client relationships to support financing opportunities.

Top Skills: Credit WritingFinancial AnalysisFinancial Modeling

Bank of Montreal

Analyst, Equity Institutional Sales

11 Days AgoSaved

Montréal, QC, CAN

Junior

Financial Services

Provide client support through proposals and scheduling, manage inquiries, understand client needs, and develop market knowledge while ensuring compliance with regulations.

Top Skills: BloombergExcelOutlookReuters Plus

Bank of Montreal

Bilingual Senior Learning Facilitator

12 Days AgoSaved

Montréal, QC, CAN

Senior level

Financial Services

Delivers learning strategies and training programs to enhance employee performance and customer experience, acting as an advisor and managing stakeholder relationships.

Bank of Montreal

Associate - Client Services (lending support)

12 Days AgoSaved

5 Locations

Junior

Financial Services

The role involves providing operational support, addressing client issues, tracking metrics, and enhancing client relationships while collaborating with stakeholders for better service delivery.

Bank of Montreal

Wealth Planning Advisor - Private Wealth

Reposted 17 Days AgoSaved

Montréal, QC, CAN

Mid level

Financial Services

The Wealth Planning Advisor provides financial planning support to wealth professionals, offering expertise in investment, retirement, and estate planning while maintaining quality in service delivery and documentation.

Top Skills: Microsoft 365ExcelMicrosoft PowerpointMicrosoft TeamsMicrosoft WordWealthpath

Bank of Montreal

Bilingual Resolution Specialist

18 Days AgoSaved

Montréal, QC, CAN

Mid level

Financial Services

As a Bilingual Resolution Specialist, you will provide exceptional customer service related to collections, advise customers on payment strategies, manage accounts, and develop solutions for non-performing accounts while building trusted relationships with clients.

Bank of Montreal

Director, Corporate finance

19 Days AgoSaved

2 Locations

Mid level

Financial Services

The Director manages a commercial lending portfolio, develops client relationships, prepares credit recommendations, and executes business development strategies.

Top Skills: Microsoft Office (ExcelPowerpoint)Word

Bank of Montreal

Associate Director

19 Days AgoSaved

2 Locations

Junior

Financial Services

The Associate Director in Corporate Finance will manage loan origination and account management, conduct financial analysis, and support client relationships.

Top Skills: ExcelMicrosoft PowerpointMicrosoft Word

Bank of Montreal

Investment Associate - Nesbitt Burns

Reposted 23 Days AgoSaved

Montréal, QC, CAN

Senior level

Financial Services

The Associate will provide investment advice to clients, develop long-term relationships, prepare financial plans, and manage databases while ensuring compliance and operational efficiency.

Top Skills: Canadian Securities CourseConduct And Practices HandbookData Governance StandardsFinancial Planning Knowledge