Client Service Associate, BMO Nesbitt Burns
Calgary, ABBank of Montreal
3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. The role also requires provincial licensing for the jurisdiction and good communication, organization and problem-solving skills.
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Client Service Associate, Private Wealth
Oakville, ONBank of Montreal
3+ ansCandidates need current CIRO Investment Representative licensing and typically 3 to 5 years of relevant experience. Strong client service, organization, attention to detail and knowledge of investment products and compliance are required.
Client Service Associate
Waterloo, ONBank of Montreal
3+ ansCandidates need an active CIRO Investment Representative licence and typically 3 to 5 years of related experience. Bank of Montreal expects advanced knowledge of investment processes, administrative procedures and proprietary products, plus good communication, organization and problem-solving skills.
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