Wealth Advisor Support Specialist

RiseMe; Saint John; On-site; CAD 34,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a service-focused role in New Brunswick to support Investment Advisors and branch operations. The position emphasizes client relationship management, compliance, and delivering exceptional service.

The role involves handling client data, assisting with portfolios, and collaborating with market partners to ensure a superior client experience while adhering to regulatory requirements.

Qualifications

• Basic knowledge learned on the job.
• Verbal and written communication skills—basic level.
• Organization skills—basic level.
• Collaboration and team skills—basic level.

Responsibilities

• Maintains and organizes client database and files.
• Develops rapport to promote a positive client experience and long-term relationships.
• Assists with managing a portfolio to retain and grow relationships.
• Supports Investment Advisors with client investment needs and services.
• Works with market partners to deliver the expected customer experience.
• Adheres to risk, compliance and privacy requirements to safeguard assets.

Skills

Basic knowledge learned on the job

Verbal & written communication - Basic

Organization skills - Basic

Collaboration & team skills - Basic

Job description

BMO Financial Group is seeking a service-focused role in New Brunswick to support Investment Advisors and branch operations. The position emphasizes client relationship management, compliance, and delivering exceptional service.

The role involves handling client data, assisting with portfolios, and collaborating with market partners to ensure a superior client experience while adhering to regulatory requirements.