03 Oct
|
Bank of Montreal
|
Edmonton
03 Oct
Bank of Montreal
Edmonton
Bank of Montreal is seeking a Wealth Sales & Service skilled to provide administrative and operational support for investment planning and client service. You will work with the team to attract and service clients, coordinate meetings, and monitor performance against targets.
You will build client trust by delivering accurate information, analyzing data, and maintaining compliant, efficient processes across marketing and client service initiatives.
📌 Portfolio Support & Client Insight Specialist (Edmonton)
🏢 Bank of Montreal
📍 Edmonton