Wealth Client Services Specialist

BMO; Red Deer; On-site; CAD 34,000 - 57,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group in Alberta seeks a Wealth Sales & Service professional to support Investment Advisors, handle client requests, and assist with account openings, transfers, and maintenance. You will coordinate meetings, prepare documents, and help deliver a high‑quality client experience.

You will work across the advisory team, manage client files, generate reports, and ensure compliance with policies while growing relationships and retaining long‑term business.

Qualifications

• 1–2 years of relevant experience or equivalent combination of education and experience.
• Knowledge of wealth management operations (client services, transfers, etc.) is an asset.
• Familiarity with traditional and non-traditional investment products is helpful.

Responsibilities

• Assist Investment Advisors and IA teams with client meetings and scheduling.
• Handle day-to-day client requests (money movement, account updates) with confidentiality.
• Generate reports and maintain client databases and files.
• Ensure tasks are assigned and completed per processes and policies.

Skills

Wealth management knowledge

Client service

Team collaboration

Education

Post-secondary degree in related field

Tools

CRM software

Job description

BMO Financial Group in Alberta seeks a Wealth Sales & Service professional to support Investment Advisors, handle client requests, and assist with account openings, transfers, and maintenance. You will coordinate meetings, prepare documents, and help deliver a high‑quality client experience.

You will work across the advisory team, manage client files, generate reports, and ensure compliance with policies while growing relationships and retaining long‑term business.