Wealth Client Services Associate & Advisor Support

BMO Financial Group; Northwestern Ontario; On-site; CAD 34,000 - 63,000; Full time

Job summary

A prominent financial services company in Northwestern Ontario is seeking a client-focused individual to support Investment Advisors by managing client relationships and providing exceptional service. The role involves scheduling appointments, handling inquiries, and ensuring compliance. The ideal candidate has 3-5 years of relevant experience and a strong understanding of investment processes. Competitive salary and benefits offered.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Advanced knowledge of investment process and procedures.
• Advanced knowledge of administrative process and procedures.
• Knowledge of compliance practices and regulations.

Responsibilities

• Schedule client portfolio reviews and prepare updates.
• Coordinate marketing activities for the advisory team.
• Handle client complaints and follow up on inquiries.

Skills

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Typically between 3 – 5 years of relevant experience and/or certification in related field

Successful completion of the Canadian Securities Course & Conduct and Practices Handbook

Current registration as Investment Representative (IR)

Job description

A prominent financial services company in Northwestern Ontario is seeking a client-focused individual to support Investment Advisors by managing client relationships and providing exceptional service. The role involves scheduling appointments, handling inquiries, and ensuring compliance. The ideal candidate has 3-5 years of relevant experience and a strong understanding of investment processes. Competitive salary and benefits offered.