Accounting & Finance

Private Banking Client Services & Proposals Associate

Sitly

St. Albert · Division No. 11 · Canada

BMO Financial Group is seeking a client-focused professional to support private banking clients with an exceptional level of service. You will help identify client needs, prepare proposals, and collaborate with branch and regional teams to drive referrals and ensure accurate processing.

Role emphasizes compliance, risk management, and a proactive approach to service delivery across wealth products and services.

#J-18808-Ljbffr

Reference: WJ-291_11023644

Apply now

Continue on the employer's official application - the same link they use for every candidate.

More jobs

This role is listed on GigBlows for discovery and search. Hiring decisions and applications are handled by the employer or their chosen application system.