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Virtual Wealth & Banking Advisor

Bank of Montreal

Bank of Montreal is seeking a client relationship specialist in Illinois, focusing on uncovering financial needs and providing tailored banking and investment solutions. The ideal candidate has 3+ years in financial services, holds necessary licenses, and demonstrates strong consulting and sales skills. Responsibilities include managing a customer portfolio, reporting on performance, and collaborating with financial experts. This role offers a competitive salary and potential commissions within a supportive team environment. #J-18808-Ljbffr Bank of Montreal

Vacancy posted 2 days ago
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