Wealth Client Services Specialist

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

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plan

Job summary

BMO Financial Group in Saskatoon is seeking a Wealth Sales & Service associate to support Investment Advisors and branch operations with day-to-day administration and client service.

You will coordinate marketing activities, assist in client meetings, handle day-to-day inquiries, process transactions, and maintain client files to deliver an exceptional client experience while upholding risk and compliance.

Qualifications

• Verbal and written communication skills are required.
• Strong organizational skills and attention to detail are essential.
• Ability to collaborate with advisors and team members.
• Analytical and problem-solving abilities are a must.

Responsibilities

• Coordinate marketing activities for the advisory team (website, social media, client events).
• Assist advisory team in preparing for client meetings and scheduling appointments.
• Handle day-to-day client requests (money movement, transfers, account updates).
• Generate reports and documents for IAs and clients and maintain client files.

Skills

Verbal & written communication

Organization skills

Collaboration & teamwork

Analytical thinking

Education

Post-secondary degree in related field

Job description

BMO Financial Group in Saskatoon is seeking a Wealth Sales & Service associate to support Investment Advisors and branch operations with day-to-day administration and client service.

You will coordinate marketing activities, assist in client meetings, handle day-to-day inquiries, process transactions, and maintain client files to deliver an exceptional client experience while upholding risk and compliance.