Client Service Assistant
Toronto, ONFull Time
BN
BMO Nesbitt Burns Inc.
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.
Financial planning software
Client Service Associate
Toronto, ONFull Time
BN
BMO Nesbitt Burns Inc.
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.
Sales Administration Manual