Investment Associate, Supporting Lead Portfolio Manager
Montréal, QCFull Time
BN
BMO Nesbitt Burns Inc.
5+ YOECandidates need at least five years in wealth management or investments, and must already be a Registered Representative. A financial planning designation (or willingness to obtain one), CIM or CFA, and excellent English and French are expected.
Financial planning, Onboarding, Scheduling, Presentation skills, Communicate with customers, Forecasting