Private Banking Officer - Bmo Private Wealth
By BMO At Montreal, Quebec, Canada
Identifies and escalates all irregularities and discrepancies to management.
Broader work or accountabilities may be assigned as needed.
Working knowledge of personal (primarily) and commercial credit and non-credit products, monitoring/operational processes and applications.
Knowledge and understanding of banking services.
Knowledge of mutual fund/investment products.
Verbal & written communication skills
Portfolio Assistant - Bmo Private Wealth
By BMO At Montreal, Quebec, Canada
Provides knowledge detailed information about products and services offered.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Advanced knowledge of investment process and procedures.
Portfolio Assistant - Bmo Private Wealth
By BMO At Laval, Quebec, Canada
Provides knowledge detailed information about products and services offered.
Keeps current with investment services marketplace, products, and service offerings and the legal and regulatory environment for the industry.
Ensures client needs are met or exceeded; manages requests in accordance with established policies and procedures.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Broader work or accountabilities may be assigned as needed.
Advanced knowledge of investment process and procedures.
Private Banking Associate- En
By RBC At Brossard, Quebec, Canada
Minimum of 2 to 3 years of banking experience
Strong written and verbal communication skills in French and English (in order to serve English-speaking clients in the Québec market)
Strong working knowledge of Microsoft 365 apps (Word, Excel, PowerPoint, and Outlook)
Post-secondary education in Commerce or Business Administration
A comprehensive Total Rewards Program including bonuses and flexible benefits, competitive compensation, commissions, and stock where applicable
Opportunities to take on progressively greater accountabilities