Remote Wealth Partner Support Specialist

Bank of Montreal; Quebec; Remote; CAD 39,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Disability and life insurance

Job summary

Bank of Montreal is seeking a remote-based Partner Support & Relationship Specialist in Canada. You will assist with inquiries, account openings, transfers and ongoing maintenance, while delivering tailored wealth guidance to clients and prospects.

The role emphasizes compliance, accuracy, and excellent client service, with opportunities to collaborate across Wealth Sales & Service teams. Fluency in French and English is preferred for cross‑provincial support.

Qualifications

• Excellent verbal and written communication skills.
• Bilingualism (French and English) preferred.
• Understanding of investment products and market knowledge.

Responsibilities

• Provide professional support to Financial Planners, Private Bankers, and Regional Managers.
• Own and follow up on complex files to enable smooth client interactions.
• Ensure accurate documentation and compliance in client engagements.

Skills

Verbal communication

Written communication

Bilingual (French & English)

Education

Post-secondary education in related field

Tools

BMO Investment / InvestorLine products

Job description

Bank of Montreal is seeking a remote-based Partner Support & Relationship Specialist in Canada. You will assist with inquiries, account openings, transfers and ongoing maintenance, while delivering tailored wealth guidance to clients and prospects.

The role emphasizes compliance, accuracy, and excellent client service, with opportunities to collaborate across Wealth Sales & Service teams. Fluency in French and English is preferred for cross‑provincial support.