Bank of Montreal is seeking a Wealth Sales & Service assistant to support the delivery of financial and investment planning and advice. You will work with the branch team and partners to ensure exceptional client experience, coordinate meetings, and maintain accurate records while upholding risk and compliance requirements.
The role emphasizes building client relationships, supporting sales initiatives, and delivering high-quality service across investment products.
J-18808-Ljbffr
📌 Investment Client Services Associate Ontario (Canada)
🏢 Bank of Montreal
📍 Canada
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