Developing Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need 5+ years of wealth management, financial planning, private banking or investment sales experience and current CIRO registration as a Registered Representative or Investment Representative. CFP or CIM designation is an asset, and business development and networking aptitude is expected.
Databases, Data visualization tools
Investment Advisor, BMO Nesbitt Burns
Toronto, ONBank of Montreal
5+ ansCandidates need 5-10 years of investment advisory, wealth management or related sales experience, plus Registered Representative registration and CIRO continuing education. A PFP or progress toward CFP, CIM or CFA is preferred, along with strong business development and client relationship skills.