22 Aug
|
Bank of Montreal
|
Edmonton
22 Aug
Bank of Montreal
Edmonton
Bank of Montreal (BMO) Wealth Sales & Service supports Investment Advisors with client service, portfolio reviews, and regulatory compliance. The role targets managing relationships, booking meetings, and coordinating client events while ensuring confidentiality and adherence to policies.
The team provides skilled investment-related advice, processes complex tasks, and helps grow client assets across advisor teams. A strong communication and collaboration culture is emphasized.
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📌 Wealth Client Experience Associate (Edmonton)
🏢 Bank of Montreal
📍 Edmonton