Client Service Assistant, BMO Nesbitt Burns (12-month contract)
Calgary, ABTemps plein
BN
BMO Nesbitt Burns Inc.
1+ ansCandidates need about 1 to 2 years of relevant experience, and a post-secondary degree in a related field is preferred. Knowledge of wealth management, traditional and managed investment products, financial planning software, and the required licensing for the jurisdiction is an asset.
Financial planning software, Client database
Client Service Assistant
Red Deer, ABTemps plein
BN
BMO Nesbitt Burns Inc.
1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree in a related field desirable. Knowledge of wealth management operations and investment products is an asset, along with familiarity with financial planning software and the licences required in their jurisdiction.
client database, financial planning software