Private Banking Client Advisor - Wealth Growth & Service

BMO Financial Group; Calgary; On-site; CAD 38,000 - 71,000; Full time

Job summary

A leading financial institution in Calgary seeks a professional to support exceptional customer service for private banking clients. The role involves identifying client needs, matching them with appropriate products, and enhancing efficiency in operations. Candidates should have 2-3 years of experience in relevant fields and a post-secondary degree. Competitive salary ranges from $38,500 to $71,000, along with a benefits package, including health insurance and retirement plans.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

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

Responsibilities

• Supports the delivery of exceptional customer experience.
• Identifies customer needs and matches with appropriate products.
• Analyzes data and provides insights and recommendations.

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 Calgary seeks a professional to support exceptional customer service for private banking clients. The role involves identifying client needs, matching them with appropriate products, and enhancing efficiency in operations. Candidates should have 2-3 years of experience in relevant fields and a post-secondary degree. Competitive salary ranges from $38,500 to $71,000, along with a benefits package, including health insurance and retirement plans.