03 Oct
|
Altis Technology
|
Montreal
03 Oct
Altis Technology
Montreal
Altis Technology in Montreal, QC, Hybrid, is seeking a bilingual Wealth Client Onboarding Specialist to support onboarding of current wealth management clients. You will work with Wealth Advisors and operations to open accounts, initiate transfers, and ensure a smooth client experience.
This role offers growth toward Wealth Associate/Advisor, mentorship, and opportunities to develop expertise in investment operations, onboarding, and regulatory processes.
📌 Bilingual Wealth Onboarding Specialist - Montreal (Hybrid)
🏢 Altis Technology
📍 Montreal