Client Service Assistant
Red Deer, ABFull Time
BN
BMO Nesbitt Burns Inc.
1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree in a related field desirable. Knowledge of wealth management operations and investment products is an asset, along with familiarity with financial planning software and the licences required in their jurisdiction.
client database, financial planning software