Administrative Assistant, Wealth Management, Nesbitt Burns
Montréal, QC +3Bank of Montreal
1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. A CIRO Investment Representative Licence is required, plus good communication, organization, teamwork and problem-solving skills.
financial planning software, client database
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.
Branch Operations Administrator/Receptionist
Victoria, BCBank of Montreal
2+ ansCandidates need about 2 to 3 years of relevant experience, with a post-secondary degree in a related field preferred or an equivalent mix of education and experience. Good verbal and written communication, organization, teamwork, and problem-solving skills are required.
Databases
Investment Associate, Private Wealth
Toronto, ONBank of Montreal
3+ ansCandidates need 3+ years of wealth management experience with client relationship management, plus Registered Representative status with CIRO (or the CIRE and Retail Securities exams). Strong PowerPoint skills, excellent English communication, and the ability to work independently in a fast-paced team are also needed.
Microsoft PowerPoint