Client Service Associate
Vancouver, BCBank of Montreal
3+ ansCandidates need typically 3 to 5 years of relevant experience or equivalent certification, advanced knowledge of investment processes and administration, and knowledge of compliance and regulations. Good verbal, written, organizational, collaboration and problem-solving skills are required, along with the licences required in the branch jurisdiction.
Client database, Sales Administration Manual
Client Service Assistant, BMO Nesbitt Burns
Calgary, ABBank of Montreal
1+ ansCandidates need one to two years of relevant experience, with a post-secondary degree preferred. They should have good communication, organization, teamwork and problem-solving skills, plus familiarity with financial planning and investment software and any required licensing for the jurisdiction.
Financial planning software, Client database