Launch Your Career as an Onboarding Specialist in Private Wealth | MontrealAre 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, Advantages from Day 1 2 days a week onsite.What You'll Do:Guide new clients through the onboarding processPrepare and process client documentation,



including account applications and transfer requests.Build strong relationships and ensure a positive customer experienceAnswer questions and provide support in both French and EnglishCollaborate with internal teams to help clients get set up for successLearn valuable customer success, operations, and relationship management skillsWhat We're Looking For:Recent university or college graduate with 1-3 years in financial servicesCompletion of the CSCFluent in French and English (spoken and written)Organized, detail-oriented, and eager to learnPositive attitude and a passion for helping othersWhy Join Us?Comprehensive training and mentorshipGrowth and career development opportunitiesSupportive and collaborative team environmentOpportunity to make an impact from day oneLocated in Montreal with a vibrant and diverse workplaceInterested candidates may forward a resume to Martha Orr [email protected]#DGT2

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