Launch Your Career as an Onboarding Specialist in Private Wealth | Montreal Are you a university graduate who loves helping people, building relationships, and creating exceptional customer experiences? Are you fluent in both French and English? If so, we'd love to meet you! We're looking for an experienced Bilingual Onboarding Specialist to join our client's private wealth team in Montreal. This is an exciting opportunity that offers a clear path to become a Wealth Advisor . 60-70k Base Salary, Bonus, RRSP, Benefits from Day 1 2 days a week onsite.
What You'll Do: Guide new clients through the onboarding process
Prepare and process client documentation, including account applications and transfer requests.
Build strong relationships and ensure a positive customer experience
Answer questions and provide support in both French and English




Collaborate with internal teams to help clients get set up for success
Learn valuable customer success, operations, and relationship management skills
What We're Looking For: Recent university or college graduate with 1-3 years in financial services
Completion of the CSC
Fluent in French and English (spoken and written)
Organized, detail-oriented, and eager to learn
Positive attitude and a passion for helping others
Why Join Us? Comprehensive training and mentorship
Growth and career development opportunities
Supportive and collaborative team workplace
Opportunity to make an impact from day one
Located in Montreal with a vibrant and diverse workplace

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📌 Bilingual Private Wealth Onboarding Specialist / Due to growth in Montreal office (Quebec City)
🏢 Dean Group
📍 Quebec City