Wealth Client Experience Associate Edmonton (Canada)

Wealth Client Experience Associate Edmonton (Canada)

24 Aug
|
Bank of Montreal
|
Canada

24 Aug

Bank of Montreal

Canada

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 robust communication and collaboration culture is emphasized.
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📌 Wealth Client Experience Associate Edmonton (Canada)
🏢 Bank of Montreal
📍 Canada

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