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
Financial Planner
Calgary, ABTemps plein
Bank of Montreal
3+ ansBank of Montreal needs candidates with about 3-5 years of relevant experience and a post-secondary degree or equivalent. They must meet provincial financial planner licensing and registration requirements and have strong communication, analytical and influence skills.