Wealth Trust

3 weeks ago


London, Canada BMO Full time

A leading financial institution is seeking a candidate for a role in Wealth Sales & Service in London, Ontario. This position requires managing relationships with Trust & Estate clients, ensuring compliance, and delivering outstanding client experiences. Responsibilities include preparing business proposals, monitoring client performance, and ensuring timely processing of trade orders. Ideal candidates will have experience in the trust industry and advanced knowledge of Estate and Trust products, alongside strong analytical and communication skills.
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