Client Service Assistant, Private Wealth
Toronto, ONBank of Montreal
1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. They must hold or obtain CIRO Investment Representative licensing, and need good communication, organization, teamwork and problem-solving skills.
Financial planning software, Client database
Administrative Assistant, Wealth Management, Nesbitt Burns
Brossard, QC +3Bank of Montreal
1+ YOECandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. A CIRO Investment Representative Licence is required, plus good communication, organization, teamwork and problem-solving skills.
financial planning software, client database