Client Service Associate, Private Wealth
Toronto, ONBank of Montreal
3+ ansCandidates need a current CIRO Investment Representative licence and typically 3 to 5 years of relevant experience. Strong knowledge of investment products, trade processing, compliance requirements, client service, organization and communication is needed.
Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO
Personal Banking Associate
Vancouver, BCBank of Montreal
1+ ansCandidates need one to two years of relevant experience or equivalent education, some consultative sales or customer service background, and comfort with online tools and mobile devices. Investment product registration is required in Canada, completed or in progress within 12 months.
Tablets, Online banking tools, Applications