Client Service Assistant
Red Deer, ABBMO 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
Branch Ops Manager
London, ONBMO Nesbitt Burns Inc.
5+ ansCandidates need 5 to 7 years of relevant experience and a post-secondary degree or equivalent. In-depth operational, supervisory and financial planning product experience is required, along with licensing for the jurisdiction.
Branch Operations Manager
Saint John, NB +1BMO Nesbitt Burns Inc.
5+ ansCandidates need 5 to 7 years of relevant experience, a post-secondary degree or equivalent, and supervisory experience. In-depth operational knowledge, financial planning product experience and required licences for the jurisdiction are also needed.
Business applications and systems, Dashboards, Policies and procedures manual