Wealth Portfolio Assistant: Client Relations & Investments (British Columbia)

Wealth Portfolio Assistant: Client Relations & Investments (British Columbia)

03 Oct
|
BMO U.S.
|
British Columbia

03 Oct

BMO U.S.

British Columbia

BMO Financial Group in Vancouver seeks a Wealth Sales & Service qualified to provide administrative and operational support for investment planning and client service. You will identify gaps and best practices, and collaborate with the team to drive performance and client outcomes.
The role emphasizes building client relationships, outbound outreach, and coordination of marketing materials to support conversations. A post-secondary degree and relevant licenses strengthen candidacy.

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📌 Wealth Portfolio Assistant: Client Relations & Investments (British Columbia)
🏢 BMO U.S.
📍 British Columbia

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