Investment Client Services Associate

Bank of Montreal; Barrie; On-site; CAD 37,000 - 68,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a Wealth Sales & Service assistant to support the delivery of financial and investment planning and advice. You will work with the branch team and partners to ensure exceptional client experience, coordinate meetings, and maintain accurate records while upholding risk and compliance requirements.

The role emphasizes building client relationships, supporting sales initiatives, and delivering high-quality service across investment products.

Qualifications

• Verbal & written communication skills.
• Analytical and problem solving skills.
• Organization and collaboration skills.

Responsibilities

• Provides administrative and operational support to wealth planning and advice delivery.
• Builds client relationships through internal referrals and external marketing initiatives.
• Coordinates marketing activities and sales materials for client conversations.

Skills

Verbal & written communication

Education

Post-secondary degree

Job description

Bank of Montreal is seeking a Wealth Sales & Service assistant to support the delivery of financial and investment planning and advice. You will work with the branch team and partners to ensure exceptional client experience, coordinate meetings, and maintain accurate records while upholding risk and compliance requirements.

The role emphasizes building client relationships, supporting sales initiatives, and delivering high-quality service across investment products.