Client Service Assistant
Red Deer, ABBank of Montreal
1+ ansBank of Montreal needs candidates with about 1 to 2 years of relevant experience, a post-secondary degree preferred, and good communication, organization, teamwork and problem-solving skills. Knowledge of wealth management operations and financial products is an asset, along with required licensing for the jurisdiction.
Financial planning software
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
Calgary, ABTemporaire
Bank of Montreal
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, investment products and financial planning software is an asset, along with the licensing required for the jurisdiction.
Financial planning software