Wealth Planning & Investment Advisor
Bank of Montreal
Bank of Montreal is hiring for a Wealth Sales & Service position in Concord, California. This role focuses on providing tailored financial and investment planning, alongside managing client relationships to achieve business objectives. With a strong emphasis on business development, you'll implement strategies to bring in new clients, work collaboratively with teams, and ensure compliance with all regulations. Applicants should have strong analytical skills, relevant financial licenses, and a post-secondary degree. #J-18808-Ljbffr
Vacancy posted 17 hours ago
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