Advisor, Digital Investing, BMO SmartFolio
Ontario +9Bank of Montreal
4+ ansBank of Montreal wants candidates with four years of relevant industry experience or a post-secondary degree or diploma. They need completed IR licensing core proficiency (CSC and CPH or CIRE), knowledge of wealth management strategies, strong listening and communication skills, and French and English language skills preferred.
Onboarding, Sales, CSC, Communication skills, Time management
Advisor, Digital Investing, BMO SmartFolio
Quebec +9Bank of Montreal
4+ ansCandidates need four years of relevant industry experience or a post-secondary degree or diploma, plus completed IR licensing core courses (CSC, CPH or CIRE). They should know common wealth management strategies and have strong communication, listening and time management skills, with French and English preferred.
Onboarding, Sales, CSC, Communication skills, Time management