5+ YOECandidates need a university degree, typically 5 to 9 years of relevant experience, and experience with HNW and UHNW clients. Strong knowledge of wealth planning, investments and financial products is required, plus expert communication and analytical skills.
3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree in a related field. Selling to HNW clients or Investment Advisors, strong analytical and communication skills, and a CFP designation are expected, with financial planning software and a Trust & Estate Practitioner designation as assets.
5+ YOECandidates need 5 to 7 years of relevant experience and a post-secondary degree or equivalent. Strong in-depth skills in program management, communication, collaboration, analysis, influence and data-driven decision making are required.
Regulatory compliance, Control systems, Change management, Stakeholder management, Prioritization, Quality control
1+ YOECandidates need 1 to 3 years of relevant experience and a post-secondary degree in a related field, with selling experience to advisors or high net worth clients. Financial planning experience, a CFP designation, and knowledge of planning software are assets.
5+ YOECandidates need 5 to 9 years of relevant experience, a university degree, and experience with high-net-worth clients. A professional designation such as Fin. Pl., CPA, CA or LL.B is an important asset, and strong communication, analytical and influence skills are expected.
2+ YOECandidates need to be currently enrolled students returning to their studies, with relevant experience or an office administration certificate considered an asset. Good organization, communication, teamwork and problem-solving skills are required, along with knowledge of office equipment and routine business processes.
1+ YOECandidates need 1 to 2 years of relevant experience, with a post-secondary degree in a related field preferred. They must hold the CIRO Investment Representative Licence required for the jurisdiction and have good communication, organization, teamwork and problem-solving skills.
1+ YOECandidates need about 1 to 2 years of relevant experience, with post-secondary education preferred. They must hold or obtain CIRO Investment Representative licensing and show good communication, organization, teamwork, and problem-solving skills.
Financial planning and investment software, Client database
3+ YOECandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing and compliance, plus excellent client service, organization and communication skills, are required.
2+ YOECandidates need about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred or an equivalent mix of education and experience. Good verbal and written communication, organization, teamwork and analytical problem-solving skills are required.
5+ YOECandidates need a four-year degree in accounting, economics, mathematics or statistics, with a CFA or master's a plus, and at least 5 years of industry experience. They need strong knowledge of financial markets, pricing and hedging, natural sales ability, and proficiency in Excel, Bloomberg and Reuters.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Bloomberg, Reuters
3+ YOECandidates need typically 3 to 5 years of relevant experience, a post-secondary degree, and a Life Insurance Licence. They also need advanced knowledge of investment and life insurance products, trust and estate services, and compliance rules.
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Licensing for the branch and jurisdiction is required, and good communication, organization, collaboration and problem-solving skills are expected.
1+ YOECandidates need typically 1 to 2 years of relevant experience, with a post-secondary degree desirable. Strong communication, organization, teamwork and problem-solving skills are needed, plus familiarity with financial planning software and any required licensing for the jurisdiction.
3+ YOEBMO Nesbitt Burns needs candidates with typically 3 to 5 years of relevant experience, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance practices. Candidates must meet the licensing and certification requirements for their branch and jurisdiction.
3+ YOECandidates need 3+ years of wealth management experience and CIRO registration (or the CIRE and Retail Securities exams). Strong PowerPoint skills, marketing support experience and excellent English communication are required.
1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They need good communication, organization, teamwork and problem-solving skills, plus the licences required for the jurisdiction.
1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree in a related field preferred. Knowledge of wealth management operations and familiarity with financial planning software are assets, along with the licensing required for the branch and jurisdiction.
3+ YOECandidates need 3 to 5 years of relevant experience and a post-secondary degree or equivalent, plus a life insurance licence and a Certified Financial Planner or similar designation. In-depth knowledge of insurance, financial planning and advanced insurance sales, with strong communication, analytical and influence skills, is required.
7+ YOECandidates need 7+ years of relevant experience, a post-secondary degree, and a CFP designation (IQPF in Quebec). Experience with HNW clients and financial planning software is needed, and CPA, TEP or CLU designations are assets.
3+ YOECandidates need a current CIRO Investment Representative (IR) licence, typically 3 to 5 years of relevant experience, and advanced knowledge of investment processes, administrative procedures and BMO products. Good communication, organization, teamwork and problem-solving skills are also required.
3+ YOECandidates need a current CIRO Investment Representative (IR) licence and typically 3 to 5 years of relevant experience. BMO Nesbitt Burns wants strong knowledge of investment products, trade processing and compliance, plus excellent client service and organization skills.
1+ YOECandidates need 1 to 3 years of relevant experience for the consultant role or 3 to 5 years for the senior role, plus a post-secondary degree in a related field. Selling to advisors or HNW clients and the CFP designation are valued, along with strong analytical, communication and influence skills.
4+ YOECandidates need four to six years of relevant experience and a post-secondary degree or equivalent, plus a life insurance licence. They also need in-depth knowledge of insurance, underwriting, financial planning and advanced sales concepts, with strong communication, analytical and influence skills.