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 Associate
Vancouver, BCBank of Montreal
3+ ansCandidates need about 3 to 5 years of relevant experience or equivalent certification, with advanced knowledge of investment processes and administrative procedures. Mandarin is required, and licensing for the jurisdiction is needed.
Sales, Regulatory compliance, Communication skills, Collaboration, Problem solving
Administration Associate, Wealth Management, Nesbitt Burns
Montréal, QCBank of Montreal
3+ ansCandidates need typically 3 to 5 years of relevant experience or an equivalent mix of education and experience, plus advanced knowledge of investment processes and administrative procedures. Knowledge of compliance, trade processing and financial planning is needed, along with the licences required for the jurisdiction.
Sales Administration Manual