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Private Banking Client Advisor - Proposals & Compliance

Job in Calgary, Alberta, D3J, Canada
Listing for: BMO
Full Time position
Listed on 2026-01-11
Job specializations:
  • Finance & Banking
    Banking & Finance, Financial Services, Banking Operations
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial services company in Calgary is looking for a Private Banking Officer to enhance the customer experience for private banking clients. This role requires you to identify clients' needs, prepare business proposals, and ensure compliance with banking regulations. Ideal candidates should possess a post-secondary degree, have 2-3 years of relevant finance experience, and demonstrate strong knowledge of credit products along with excellent communication and organizational skills.

A competitive salary and comprehensive benefits are included.
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