BMO Financial Group in Saint John, NB, is seeking a client-focused skilled to supports IAs and IA Team with day-to-day branch administration and exceptional client service.
You will maintain client databases and files, build rapport with clients to grow relationships, and ensure compliance while safeguarding assets. This role blends service delivery with investment guidance within a cooperative team setting.
📌 Wealth Advisor Support Specialist Winnipeg (Canada)
🏢 BMO U.S.
📍 Canada
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