Wealth Client Services Specialist

BMO Financial Group; Toronto; On-site; CAD 38,000 - 71,000; Full time

Job summary

A financial services institution in Toronto seeks an individual for a role in Wealth Sales & Service. The position involves providing operational support for financial planning and advice, client relationship management, and ensuring high-quality service standards. The ideal candidate will have 2-3 years of investment experience and strong analytical and communication skills. Offering a competitive salary base between $38,500.00 and $71,000.00.

Benefits

Performance-based incentives

Discretionary bonuses

Comprehensive benefits package

Qualifications

• Typically between 2 - 3 years of relevant investment experience.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.

Responsibilities

• Identifies gaps, issues, and best practices in sales and service performance.
• Builds and maintains client relationships for acquisition.
• Provides knowledge about products and services offered.
• Independently resolves client complaints in a timely manner.

Skills

Investment experience

Knowledge of investment process and procedures

Collaboration skills

Analytical skills

Problem-solving skills

Communication skills

Education

Completion of the Canadian Securities Course

Job description

A financial services institution in Toronto seeks an individual for a role in Wealth Sales & Service. The position involves providing operational support for financial planning and advice, client relationship management, and ensuring high-quality service standards. The ideal candidate will have 2-3 years of investment experience and strong analytical and communication skills. Offering a competitive salary base between $38,500.00 and $71,000.00.