Wealth Advisory Admin Specialist

BMO; Burnaby; On-site; CAD 35,000 - 67,000; Full time

Job summary

A leading financial institution in Canada is seeking an experienced individual for client relationship management and investment advisory tasks. You will coordinate marketing activities, handle client inquiries, and maintain a positive client experience. The ideal candidate will have advanced knowledge of investment processes, strong communication skills, and 3 to 5 years of relevant experience. This role offers a competitive salary and benefits package.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Accident and life insurance

Qualifications

• 3 - 5 years relevant experience or equivalent.
• Advanced knowledge of investment and administrative processes.
• Good verbal and written communication skills.

Responsibilities

• Manage client relationships and deliver exceptional service.
• Coordinate marketing activities and client events.
• Handle client inquiries and execute trades.

Skills

Investment process knowledge

Administrative process knowledge

Communication skills

Organization skills

Analytical skills

Collaboration skills

Education

3 - 5 years relevant experience or equivalent

Completion of Canadian Securities Course

Current registration as Investment Representative

Job description

A leading financial institution in Canada is seeking an experienced individual for client relationship management and investment advisory tasks. You will coordinate marketing activities, handle client inquiries, and maintain a positive client experience. The ideal candidate will have advanced knowledge of investment processes, strong communication skills, and 3 to 5 years of relevant experience. This role offers a competitive salary and benefits package.