Client Service Assistant, Private Wealth
Toronto, ONFull Time
BN
BMO Nesbitt Burns Inc.
1+ YOECandidates need about 1 to 2 years of relevant experience, with post-secondary education preferred. They must hold or obtain CIRO Investment Representative licensing and show good communication, organization, teamwork, and problem-solving skills.
Financial planning and investment software, Client database
Client Service Associate, Private Wealth
Toronto, ONFull Time
BN
BMO Nesbitt Burns Inc.
3+ YOECandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing and compliance, plus excellent client service, organization and communication skills, are required.