Administrative Assistant, Wealth Management, Nesbitt Burns
Montréal, QC +3Bank of Montreal
1+ ansCandidates need about 1 to 2 years of relevant experience, with a post-secondary degree preferred. A CIRO Investment Representative Licence is required, plus good communication, organization, teamwork and problem-solving skills.
financial planning software, client database
Support Analyst
Toronto, ONBank of Montreal
4+ ansBank of Montreal needs candidates with typically 4 to 6 years of relevant experience and a post-secondary degree or equivalent. Candidates should have technical background in IT or software support, understanding of service desk and ticketing processes, and in-depth communication, collaboration and analytical skills.
ticketing system
Trust and Estate Advisor
Vancouver, BC +1Bank of Montreal
Bank of Montreal asks for broad knowledge of financial services, private wealth, trust and estate planning, and taxation, plus strong business development and communication skills. A professional designation such as TEP or CSI is preferred, and the Canadian Securities Course is required.
Client profiling tools, Relationship management tools