Investment Associate
Calgary, ABBank of Montreal
5+ ansBank of Montreal needs candidates with at least 5 years of relevant experience or certification, plus the licences required in their jurisdiction. In-depth communication, collaboration, analytical and influence skills are essential.
Developing Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need 5+ years of wealth management, financial planning, private banking or investment sales experience and current CIRO registration as a Registered Representative or Investment Representative. CFP or CIM designation is an asset, and business development and networking aptitude is expected.
Databases, Data visualization tools
Developing Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank 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