Bilingual Wealth Onboarding Specialist – Montreal (Hybrid)

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