Wealth Client Services Associate – Growth & Support Calgary

22 Sep

Bank of Montreal

Calgary

22 Sep

Bank of Montreal

Calgary

Bank of Montreal in Calgary is seeking a Wealth Sales & Service skilled 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.

📌 Wealth Client Services Associate – Growth & Support Calgary
🏢 Bank of Montreal
📍 Calgary

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