Wealth Associate: Client Advisory & Portfolio Support

A financial services firm located in Montreal is seeking an Associate to enhance client servicing and portfolio management support. You will cultivate relationships with private wealth clients, assist in investment management activities, and maintain strong communication with clients and team members. The ideal candidate has a Bachelor's degree and relevant experience in client service. Proficiency in French is mandatory, while English skills are essential for international interactions. This role includes a hybrid working arrangement with a commitment to diversity and inclusion.
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