Business Development Specialist (Inside Sales), BMO Insurance
Montréal, QCBMO Nesbitt Burns Inc.
3+ ansCandidates need 3 to 5 years of relevant experience, a post-secondary degree or equivalent, and a life insurance licence. They also need in-depth knowledge of insurance, financial planning and advanced sales concepts, plus fluent French and English.
illustration software
Senior Wealth Planning Consultant
Vancouver, BCBMO Nesbitt Burns Inc.
3+ ansCandidates need 3 to 5 years of relevant experience, a post-secondary degree in a related field, and experience selling to advisors or high net worth clients. A CFP designation, financial planning experience, and strong analytical and communication skills are assets.
NaviPlan
Client Service Assistant
Saskatoon, SKBMO Nesbitt Burns Inc.
1+ ansBMO Nesbitt Burns Inc. needs candidates with about 1 to 2 years of relevant experience, ideally a post-secondary degree, plus good communication, organization and problem-solving skills. Candidates must meet the licensing requirements for the branch's jurisdiction.
Financial planning software
Client Service Assistant, BMO Nesbitt Burns
Moose Jaw, SKBMO Nesbitt Burns Inc.
1+ ansBMO Nesbitt Burns needs candidates with about 1 to 2 years of relevant experience, with a post-secondary degree preferred. Useful knowledge includes wealth management operations, traditional and managed investment products, and financial planning software. Candidates must hold any licences required in their jurisdiction.
Financial planning software, Client database