Wealth Client Services Associate – Growth & Support Alberta (Canada)

22 Sep

Bank of Montreal

Canada

22 Sep

Bank of Montreal

Canada

Bank of Montreal in Calgary is seeking a Wealth Sales & Service qualified to support Investment Advisors and IA teams in delivering exceptional client service and growth. You will handle meetings, inquiries, trades, and documentation while coordinating with internal and external partners to drive business objectives.
The role emphasizes client-focused service, regulatory compliance, and collaboration across the advisory team to develop prospects and retain long-term relationships.
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📌 Wealth Client Services Associate – Growth & Support Alberta (Canada)
🏢 Bank of Montreal
📍 Canada

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