Bank of Montreal in Canada seeks a Retail Banking Sales & Service qualified to provide financial and investment planning advice, assess client needs, and deliver suitable solutions through managed products and services.
This role involves outbound calling, building relationships, referrals to partners, and supporting sales targets. You will learn the Financial Planner accreditation within 12–24 months and may work at multiple branches to meet market needs.
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📌 Strategic Investment Advisor (Vaughan)
🏢 Bank of Montreal
📍 Vaughan
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