Client Service Associate, Private Wealth
Oakville, ONBMO Nesbitt Burns Inc.
3+ ansCandidates need a current CIRO Investment Representative (IR) licence and typically 3 to 5 years of relevant experience. BMO Nesbitt Burns wants strong knowledge of investment products, trade processing and compliance, plus excellent client service and organization skills.
Scheduling, Documentation, Relationship building, Regulatory compliance, Confidentiality, CIRO
Client Service Associate
London, ONBMO Nesbitt Burns Inc.
3+ ansCandidates need 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administration, and the required licences. Good communication, organization, teamwork and problem-solving skills are also needed.
client database
Client Service Associate
Vancouver, BCBMO Nesbitt Burns Inc.
3+ ansCandidates need 3 to 5 years of relevant experience or equivalent education, advanced knowledge of investment processes and administrative procedures, and the licences required for the jurisdiction. Good communication, organization, collaboration and problem-solving skills are expected.
Sales Administration Manual
Administration Associate, Wealth Management, Nesbitt Burns
Montréal, QCBMO Nesbitt Burns Inc.
3+ ansCandidates need typically 3 to 5 years of relevant experience or an equivalent mix of education and experience, advanced knowledge of investment processes and administrative procedures, and a valid CIRO Investment Representative Licence. Strong written and verbal communication, organization, teamwork and problem-solving skills are required.
Sales Administration Manual