Wealth Advisory Admin & Client Experience Specialist (Prince Edward Island)

Wealth Advisory Admin & Client Experience Specialist (Prince Edward Island)

22 Aug
|
BMO
|
Prince Edward Island

22 Aug

BMO

Prince Edward Island

BMO Financial Group in Charlottetown, Canada, is seeking an individual to support Investment Advisors and branch operations with day-to-day administration, delivering exceptional client service and helping grow client relationships.
The role involves coordinating marketing activities for the advisory team, assisting with client meetings, handling routine inquiries and money movement, and generating reports for IAs and clients while ensuring confidentiality and compliance.

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📌 Wealth Advisory Admin & Client Experience Specialist (Prince Edward Island)
🏢 BMO
📍 Prince Edward Island

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