Wealth Client Services Associate

Bilinguallink; Calgary; On-site; CAD 38,000 - 72,000; Full time

Benefits offered by this job

Discretionary bonus

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Calgary, AB, is hiring for a Wealth Sales & Service Associate. This client-focused role supports Investment Advisors and staff with day-to-day administration and exceptional client service, helping to grow relationships and deliver advice.

Responsibilities include booking meetings, coordinating marketing, preparing reviews, handling inquiries, executing trades, maintaining client files and ensuring regulatory compliance.

Qualifications

• Typically between 3–5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Advanced knowledge of investment process and procedures.
• Advanced knowledge of administrative process and procedures as contained in Sales Administration Manual.
• Advanced knowledge of proprietary products and services to identify potential products and services to client needs.
• Knowledge of compliance practices and regulations.
• Knowledge of Insurance and group products is an asset.
• Knowledge of Trust and Estate services is an asset.

Responsibilities

• Books meetings with new prospects and prepares introductory package for the prospect/referral.
• Coordinates marketing activities on behalf of the advisory team, including website and client events.
• Schedules and helps prepare client portfolio reviews for the Investment Advisors.
• Follows up on client inquiries, account maintenance, transfers and remitting funds.
• Resolves client complaints in a timely and effective manner; escalates as required.
• Accepts and executes client initiated trades over the phone or in person.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical & problem solving

Client relationship management

Education

Bachelor's degree or equivalent

Job description

BMO Financial Group in Calgary, AB, is hiring for a Wealth Sales & Service Associate. This client-focused role supports Investment Advisors and staff with day-to-day administration and exceptional client service, helping to grow relationships and deliver advice.

Responsibilities include booking meetings, coordinating marketing, preparing reviews, handling inquiries, executing trades, maintaining client files and ensuring regulatory compliance.