Client Service Assistant
Toronto, ONBank of Montreal
1+ YOEBank of Montreal needs candidates with typically 1 to 2 years of relevant experience, with a post-secondary degree preferred. Strong communication, organization and problem-solving skills, familiarity with financial planning software, and the licensing required for the jurisdiction are needed.
Financial planning software, 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