Private Banking Client Advisor – Wealth Services

Bank of Montreal; Calgary; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Accident insurance

Job summary

Bank of Montreal in Calgary seeks a Private Banking Support Specialist to deliver exceptional service to high-net-worth clients. You will assist in proposals, identify client needs, and coordinate with branch and regional teams to drive referrals and growth.

Responsibilities include processing transactions, addressing client inquiries, and maintaining knowledge of private banking offerings, ensuring regulatory compliance and risk controls.

Qualifications

• Verbal and written communication skills.
• Strong organizational and time-management skills.
• Ability to collaborate with branch and regional teams.
• Analytical thinking and problem-solving abilities.

Responsibilities

• Assist in preparing new business proposals or presentations to clients/prospects.
• Identify client needs and match with appropriate products or services.
• Ensure timely completion of transaction processing and client inquiries.

Skills

Verbal communication

Written communication

Organization

Collaboration

Analytical skills

Education

Post-secondary degree

Job description

Bank of Montreal in Calgary seeks a Private Banking Support Specialist to deliver exceptional service to high-net-worth clients. You will assist in proposals, identify client needs, and coordinate with branch and regional teams to drive referrals and growth.

Responsibilities include processing transactions, addressing client inquiries, and maintaining knowledge of private banking offerings, ensuring regulatory compliance and risk controls.