Job SummaryJob DescriptionWhat is the opportunity?The Asset and Account Application Support (AAP) Team supports various applications in CWM & USWM. In this role you will be responsible to support various CWMT applications, coordination with
Timely resolution of client enquiries Build and maintain effective working relationships with internal team members, as well as with other teams within the firm Prepare monthly reporting to management Handling regulatory reporting, Ada[...]
CFP designation preferred or one of the following:Personal Financial Planner (PFP) designation,Wealth Management Essentials (WME) + Financial Planning Supplement, Professional Financial Planning Course (PFPC),Financial Planning I & II [...]
Crisis and Continuity Management (60%)Business Continuity Documentation:Responsible for Business Impact Assessment (BIA), Business Continuity Plan (BCP), Risk Assessment (RA), and Test Summary Report (TSR) documentation updates across [...]
Acts as a key member of a collaborative and versatile branch and market team.Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide s[...]
Process Management / Improvement: Coordinate technical builds to support survey launch, including quality control to ensure the highest standards of data quality, accuracy, and security. Support process mapping and identification of im[...]
As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tool[...]
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.Maintains and organizes client database and client files.Monitors incoming and outgoing assets and notifies IA of requir[...]