Private Banking Advisor — Elite Client Concierge

Bank of Montreal; Ottawa; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution seeks a candidate to provide exceptional service to private banking clients in Ottawa. Responsibilities include client support, preparing business proposals, and compliance with banking regulations. Candidates should have 2-3 years of experience and a post-secondary degree. The role offers a competitive salary ranging from $38,500 to $71,000 based on qualifications and experience.

Qualifications

• 2-3 years of relevant experience and a post-secondary degree preferred or equivalent experience.
• Must meet licensing and certification requirements.

Responsibilities

• Assists in preparing business proposals or presentations.
• Identifies customer needs and matches products or services.
• Provides timely accurate service and support to Private Bankers.

Skills

Business Consulting

English Language

Food Technology

ABB

Flash

Inventory

Education

Post-secondary degree in a related field

Job description

A leading financial institution seeks a candidate to provide exceptional service to private banking clients in Ottawa. Responsibilities include client support, preparing business proposals, and compliance with banking regulations. Candidates should have 2-3 years of experience and a post-secondary degree. The role offers a competitive salary ranging from $38,500 to $71,000 based on qualifications and experience.