BMO Nesbitt Burns in Montreal seeks an adaptable team member to coordinate marketing activities for the advisory team and support client meetings. The role includes handling routine client requests, preparing reports, and maintaining client records with confidentiality.
You will assist with client onboarding, money movement, and technology support while upholding regulatory and risk controls. Growth opportunities exist within a cooperative wealth management environment.
📌 Wealth Management Admin & Client Services Specialist (Montreal)
🏢 BMO
📍 Montreal