Developing Investment Advisor, BMO Nesbitt Burns
Toronto, ONTemps plein
Bank of Montreal
5+ ansCandidates need five or more years in wealth management, financial planning, private banking or investment sales, plus current CIRO registration as a Registered Representative or Investment Representative. The CFP or CIM designation is an asset, along with a demonstrated ability to develop client relationships and grow assets.
Sales, Cold calling, Communication skills, Research, Forecasting, Data visualization