Client Services & Advisory Support Specialist

BMO Financial Group; Ottawa; On-site; CAD 35,000 - 67,000; Full time

Job summary

A leading financial institution in Ontario seeks a professional to provide client relationship management and support investment advisory services. The role includes booking meetings, coordinating marketing activities, and ensuring compliance with regulations. The ideal candidate will have 3-5 years of relevant experience and advanced knowledge of investment processes. This position offers a salary range of $35,900 to $66,300.

Benefits

Inclusive and equitable workplace

Training and coaching support

Network-building opportunities

Qualifications

• 3 – 5 years of relevant experience and/or certification in related field.
• Advanced knowledge of the investment process and procedures.
• Knowledge of compliance practices and regulations.

Responsibilities

• Books meetings with new prospects and prepares introductory packages.
• Coordinates marketing activities for the advisory team.
• Resolves client complaints in a timely manner.

Skills

Verbal communication skills

Written communication skills

Organization skills

Collaboration skills

Analytical skills

Problem solving skills

Education

Canadian Securities Course

Current registration as Investment Representative

Job description

A leading financial institution in Ontario seeks a professional to provide client relationship management and support investment advisory services. The role includes booking meetings, coordinating marketing activities, and ensuring compliance with regulations. The ideal candidate will have 3-5 years of relevant experience and advanced knowledge of investment processes. This position offers a salary range of $35,900 to $66,300.