Wealth Partner Support Specialist (Quebec City)

Wealth Partner Support Specialist (Quebec City)

15 Aug
|
BMO
|
Quebec City

15 Aug

BMO

Quebec City

BMO is seeking a qualified to provide support to partners and clients, handling inquiries, account openings, transfers, and ongoing maintenance. The role emphasizes exceptional service, compliance, and investment guidance across French and English-speaking clients.
Responsibilities include managing complex files, ensuring accurate documentation, staying updated on market trends, and partnering with Financial Planners and Branch Partners to deliver tailored wealth solutions.

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📌 Wealth Partner Support Specialist (Quebec City)
🏢 BMO
📍 Quebec City

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