Senior Mass Affluent Relationship Manager

Bank of Montreal is seeking a Mass Affluent Banking Specialist to proactively manage a client portfolio, uncover financial needs, and provide tailored solutions. The role emphasizes compliance, relationship building, and collaboration with internal partners to achieve sales targets.
Ideal candidates will hold required securities licenses (SIE, Series 6, 63, 65) with Series 7/66 preferred, and possess strong communication and analytical skills.

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