Overview
Private Wealth Co-op Student at BMO Jobs in Fredericton, Canada at Bank of Montreal
Step into the world of private wealth management as a co-op student with BMO. Experience direct client interaction and provide essential support to investment advisors.
BMO is seeking a dedicated co-op/intern for its Wealth Sales & Service sector. In this role, you will manage administrative tasks, client inquiries, and marketing activities. Enhance your practical knowledge in a dynamic environment focused on client satisfaction and professional development.
Key Responsibilities:
• Provide administrative support to Investment Advisors daily
• Coordinate marketing activities and client events successfully
• Prepare essentials for meetings, including scheduling
• Address client inquiries, ensuring confidentiality
• Organize and maintain client databases and files
Requirements:
• 1-2 years of experience or relevant post-secondary education
• Awareness of wealth management operations is beneficial
• Knowledge of financial planning applications is an asset
• Strong communication and organizational skills required
• Ability to work collaboratively and analyze problems
Grow your expertise in wealth management and client service through an impactful co-op role at BMO.
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Title: Private Wealth Co-op Student at BMO
Company: Bank of Montreal
Location: Fredericton, Canada
Category: