Wealth Client Services Associate - Advisor Support

BMO; Toronto; On-site; CAD 40,000 - 42,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada is seeking a Wealth Sales & Service support role to assist Investment Advisors, coordinate client events, and handle day-to-day administration. You will help prepare for client meetings and manage client requests with confidentiality and professionalism.

The position emphasizes delivering an exceptional client experience, maintaining relationships, and supporting branch operations with a collaborative, risk-aware mindset.

Qualifications

• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

Responsibilities

• Supports Investment Advisors and IA team and staff with branch operations and admin.
• Delivers exceptional client service to maintain and grow relationships.
• Coordinates marketing activities for advisory team (website, social media, events).
• Assists with scheduling and preparing for client meetings.
• Handles client requests including money movement, account opening/updating, tech issues.
• Maintains client databases and ensures tasks are assigned and completed.

Skills

Communication

Organization

Team collaboration

Analytical thinking

Education

Post-secondary degree

Job description

BMO Financial Group in Canada is seeking a Wealth Sales & Service support role to assist Investment Advisors, coordinate client events, and handle day-to-day administration. You will help prepare for client meetings and manage client requests with confidentiality and professionalism.

The position emphasizes delivering an exceptional client experience, maintaining relationships, and supporting branch operations with a collaborative, risk-aware mindset.