Client Service Associate
Waterloo, ONBank of Montreal
3+ YOECandidates need an active CIRO Investment Representative licence and typically 3 to 5 years of related experience. Bank of Montreal expects advanced knowledge of investment processes, administrative procedures and proprietary products, plus good communication, organization and problem-solving skills.
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Investment Specialist
Calgary, ABBank of Montreal
2+ YOECandidates need 2-3 years of relevant experience and a post-secondary degree or equivalent, with working knowledge of the financial industry. They should be working toward Financial Planner licensing in Alberta and have good communication, organization, collaboration and analytical skills.
Sales, Customer experience, Communication skills, Collaboration, Problem solving