Wealth Advisor Support Specialist

BMO U.S.; Saint John; On-site; CAD 34,000 - 47,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Job summary

BMO Financial Group in Saint John, NB, is seeking a client-focused professional to supports IAs and IA Team with day-to-day branch administration and exceptional client service.

You will maintain client databases and files, build rapport with clients to grow relationships, and ensure compliance while safeguarding assets. This role blends service delivery with investment guidance within a collaborative team environment.

Qualifications

• Basic knowledge learned on the job.
• Verbal & written communication skills - Basic (in business environment).
• Organization and collaboration skills in a team setting.

Responsibilities

• Supports Investment Advisors (IAs) and IA Team with day-to-day administration.
• Maintains and organizes client databases and files.
• Delivers excellent client service to help grow and retain relationships.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Job description

BMO Financial Group in Saint John, NB, is seeking a client-focused professional to supports IAs and IA Team with day-to-day branch administration and exceptional client service.

You will maintain client databases and files, build rapport with clients to grow relationships, and ensure compliance while safeguarding assets. This role blends service delivery with investment guidance within a collaborative team environment.