Bank of Montreal is seeking a skilled skilled to deliver high-quality sales and service to Trust & Estate clients, ensuring compliant account management and exploitation of opportunities within the wealth services framework. You will build and maintain client relationships, prepare proposals for clients and prospects, and coordinate cross-group referrals while aligning with risk controls and regulatory requirements.
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📌 Estate & Trust Client Advisor (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg
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