Investment Advisory Support Specialist

BMO; Calgary; On-site; CAD 42,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Education reimbursement

Retirement savings plan

Accident and life insurance

Job summary

BMO Financial Group in Calgary is seeking a client-focused administrator to support Investment Advisors and the IA team with day-to-day branch operations and exceptional client service. You will help grow client relationships through service and advice.

Responsibilities include booking meetings, coordinating client events and marketing efforts, preparing introductory materials, and supporting portfolio reviews.

Qualifications

• Minimum of 5 years of relevant experience and/or certification in related field or an equivalent combination of education and experience.
• Must meet licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Supports with development of new business opportunities where applicable (e.g. organizing client events, seminars).
• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for life events, and client events planning.
• Supports lead advisor(s) with client loyalty building (e.g. client recognition activities/milestones).
• Collaborates with internal and external stakeholders to deliver on business objectives.
• Schedules and helps prepare client portfolio reviews for Investment Advisors including setting up calls and meetings.
• Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds.
• Provides advice around tax efficiency, legal implications, financial impact, and fees, or engages appropriate partners.
• Generates reports and documents for IAs and clients and maintains client files.
• Monitors and maintains client databases and ensures accurate documentation.

Skills

Verbal and written communication

Collaboration and teamwork

Analytical and problem solving

Influence and stakeholder management

Job description

BMO Financial Group in Calgary is seeking a client-focused administrator to support Investment Advisors and the IA team with day-to-day branch operations and exceptional client service. You will help grow client relationships through service and advice.

Responsibilities include booking meetings, coordinating client events and marketing efforts, preparing introductory materials, and supporting portfolio reviews.