Private Banking Client Services & Proposals Associate

Sitly; St. Albert; On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident insurance

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a client-focused professional to support private banking clients with an exceptional level of service. You will help identify client needs, prepare proposals, and collaborate with branch and regional teams to drive referrals and ensure accurate processing.

Role emphasizes compliance, risk management, and a proactive approach to service delivery across wealth products and services.

Qualifications

• Customer service experience with clients in financial services.
• Ability to identify client needs and provide product referrals.
• Analytical thinker with problem-solving skills.

Responsibilities

• Assist in preparing proposals or presentations for clients/prospects.
• Identify client needs and match with products or services.
• Ensure timely completion of transaction processing and accurate referrals.

Skills

Customer service

Relationship selling

Analytical/problem solving

Team collaboration

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a client-focused professional to support private banking clients with an exceptional level of service. You will help identify client needs, prepare proposals, and collaborate with branch and regional teams to drive referrals and ensure accurate processing.

Role emphasizes compliance, risk management, and a proactive approach to service delivery across wealth products and services.