Trust and Estate Advisor
Vancouver, BC +1Bank of Montreal
Bank of Montreal asks for broad knowledge of financial services, private wealth, trust and estate planning, and taxation, plus strong business development and communication skills. A professional designation such as TEP or CSI is preferred, and the Canadian Securities Course is required.
Client profiling tools, Relationship management tools
Trust and Estate Advisor
Vancouver, BC +1Bank of Montreal
Bank of Montreal requires strong knowledge of trust, estate, private banking, investments and tax, plus proven business development and relationship skills. A TEP or STI/MTI designation is preferred, and the CSC is required.
Sales, Client relationship management, Presentation skills, Change management, Risk management, Financial planning
Trust and Estate Advisor
Edmonton, ABBank of Montreal
Bank of Montreal needs candidates with broad knowledge of financial services, trust and estate planning and taxation. Candidates should hold or pursue a TEP or Trust Institute designation and complete the Canadian Securities Course, with strong sales, relationship and communication skills.
Sales, Client relationship management, Presentation skills, Change management, Risk management, CSC