Bank of Montreal is seeking a Wealth Sales & Service skilled for remote engagements in Canada. You will assess client needs, advise on investments, and manage end-to-end sales and service activities while maintaining regulatory compliance.
Ideal candidates have 2–3 years of relevant experience, a post-secondary degree, and CSC/IFIC/IIROC credentials or equivalent. The role emphasizes proactive referrals and customer-focused outcomes.
📌 Remote Wealth & Investment Advisor (Canada)
🏢 Bank of Montreal
📍 Canada
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