Wealth Sales & Service

Posted 20 days ago

Description

Location Kelowna, BC V1W 3S9, Canada Category Wealth Sales & Service

Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex...

Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Support sales and service objectives by delivering service...

Provide BMO Advisors and clients with accurate and detailed subject matter expertise in all areas of business owner advisory and succession planning. Act as a subject matter expert spokesperson on business...

Recognizes the appropriate time to proactively identify and discuss clients’ needs and works collaboratively with the branch and regional teams to identify and make referrals. Determines client needs and...

Location Hawkesbury, ON K6A 2R4, Canada Category Wealth Sales & Service

Supports the branch and team sales and service objectives by providing administrative assistance to deliver an exceptional customer experience. Expands the business growth potential of the branch and team...

Performs a variety of administrative tasks and delivers service initiatives in support of Estate and Insurance Advisors (EIA). Provides services to EIA, their clients and business partners ensuring operational...

Works collaboratively in partnership with Investment Advisors to develop and deliver a client-focussed wealth planning experience culminating in a documented wealth strategy. Supports the growth and retention...

Provides professional service for customer and prospect inquires, issues and requests. Understands customer needs and provides wealth and investment-related sales and service to BMO customers or prospects....