Wealth & Tax Planning Consultant, Private Wealth
Montréal, QCTemps plein
BN
BMO Nesbitt Burns Inc.
5+ ansCandidates need 5 to 9 years of relevant experience, a university degree, and experience with high-net-worth clients. A professional designation such as Fin. Pl., CPA, CA or LL.B is an important asset, and strong communication, analytical and influence skills are expected.
Administrative Assistant, Wealth Management, Nesbitt Burns
Montréal, QC +3Temps plein
BN
BMO Nesbitt Burns Inc.
1+ ansCandidates need 1 to 2 years of relevant experience, with a post-secondary degree in a related field preferred. They must hold the CIRO Investment Representative Licence required for the jurisdiction and have good communication, organization, teamwork and problem-solving skills.
financial planning software, client database