Private Banking Associate: Wealth Client Specialist

BMO Financial Group; Southwestern Ontario; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial institution in Ontario seeks a dedicated professional to provide exceptional customer service to private banking clients. The role includes preparing proposals, identifying customer needs, and ensuring compliance with banking regulations. Ideal candidates have 2-3 years experience and a relevant post-secondary degree. Strong communication, organizational, and collaborative skills are essential. The position offers a competitive salary of $36,600 to $67,500, reflecting diverse factors, plus a robust benefits package.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• 2 – 3 years of relevant experience.
• Must meet licensing and certification requirements.
• Basic knowledge of personal and commercial credit products.

Responsibilities

• Assists in preparing proposals or presentations to clients.
• Identifies customer needs and matches with products.
• Takes ownership of client inquiries and ensures timely resolution.

Skills

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Post-secondary degree in related field of study

Job description

A leading financial institution in Ontario seeks a dedicated professional to provide exceptional customer service to private banking clients. The role includes preparing proposals, identifying customer needs, and ensuring compliance with banking regulations. Ideal candidates have 2-3 years experience and a relevant post-secondary degree. Strong communication, organizational, and collaborative skills are essential. The position offers a competitive salary of $36,600 to $67,500, reflecting diverse factors, plus a robust benefits package.