Bilingual Wealth Onboarding Specialist – Montreal (Hybrid)

Bilingual Wealth Onboarding Specialist – Montreal (Hybrid)

16 Oct
|
Altis Technology
|
Montreal

16 Oct

Altis Technology

Montreal

Altis Technology in Montreal, QC, Hybrid, is seeking a bilingual Wealth Client Onboarding Specialist to support onboarding of recent 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

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