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Financial Planning & Investment Advisor
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-07-14
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Bank of Montreal in Portland, Oregon seeks an experienced financial advisor to deliver comprehensive banking solutions, assess client needs, and guide them toward managed products, including mutual funds, ETFs, and insurance.
You will work with lead relationship managers, develop business plans, and ensure compliance with risk and regulatory policies while helping clients achieve long-term financial goals.
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