Launch your career in financial services as a Bilingual Wealth Onboarding Specialist in Montreal. Utilize your fluency in French and English to enhance client onboarding experiences and build lasting relationships.Our ideal candidate is a recent graduate with 1-3 years of financial services experience and the CSC certification. This role is perfect for someone organized and eager to learn while supporting clients through the onboarding process. Benefit from comprehensive training and mentorship for growth opportunities.Key Responsibilities:Guide clients meticulously through the onboarding processProcess and prepare vital documentation for clientsBuild strong, lasting relationships with clientsProvide assistance and support in both languagesCollaborate with teams to ensure client successRequirements:Recent graduate with 1-3 years in financial servicesCompletion of the CSC is necessaryFluent in French and English, both written and spokenAttention to detail and organizational skillsPassion for helping others with a positive outlookGrow your expertise in private wealth management while making a significant difference in client experiences.

📌 Montreal Bilingual Wealth Onboarding Specialist (Châteauguay)
🏢 Dean Group
📍 Châteauguay