Centralized Support Assistant, Nesbitt Burns
QuebecBMO Nesbitt Burns Inc.
3+ YOECandidates need three or more years of experience at Nesbitt Burns preferred, strong knowledge of wealth management workflows, and proven ability to complete complex administrative work accurately. Fluency in French and English, strong communication skills, and the ability to work independently in a virtual setting are required.
Financial planning software, Client database
Centralized Support Associate, Nesbitt Burns
QuebecBMO Nesbitt Burns Inc.
3+ YOECandidates need roughly 3 to 5 years of relevant experience, with Nesbitt Burns experience preferred, plus advanced knowledge of investment processes, administrative procedures and proprietary products. Strong organization, communication, independent virtual work skills and fluency in French and English are required.
Sales Administration Manual
Client Service Associate
Vancouver, BCBMO Nesbitt Burns Inc.
3+ YOECandidates need 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administrative procedures, and the licences required for the jurisdiction. Good communication, organization, collaboration and problem-solving skills are expected.
Sales Administration Manual
Client Service Assistant, BMO Nesbitt Burns
Calgary, ABBMO Nesbitt Burns Inc.
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.
Financial planning software