BMO Nesbitt Burns in Canada is seeking a client-focused financial services skilled to support Investment Advisors with day-to-day client service, meetings, and portfolio activities. You will coordinate marketing, client communications, and account maintenance while ensuring compliance and high service standards. The role involves assisting with client inquiries, arranging meetings, and supporting trade processing and documentation in a regulatory environment.
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📌 Wealth Management Admin & Client Services Associate (Winnipeg)
🏢 BMO
📍 Winnipeg