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 Associate
Toronto, ONBank of Montreal
3+ YOECandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administrative procedures, and knowledge of compliance and regulations. Good verbal and written communication, organization and problem-solving skills are also required, along with any licences needed for the jurisdiction.
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