Client Service Associate
Toronto, ONBank of Montreal
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal and written communication, organization and problem-solving skills are also required, along with any licences needed for the jurisdiction.
client database
Client Service Assistant, BMO Nesbitt Burns
Calgary, ABBank of Montreal
1+ YOECandidates need one to two years of relevant experience, with a post-secondary degree preferred. They should have good communication, organization, teamwork and problem-solving skills, plus familiarity with financial planning and investment software and any required licensing for the jurisdiction.
Financial planning software, Client database
Client Services Assistant
Newmarket, ONBank of Montreal
1+ YOEBank of Montreal needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree in a related field. Knowledge of wealth management, banking operations and investment products is an asset, along with good communication, organization and problem-solving skills and the licensing required for the branch jurisdiction.
financial planning software