Wealth Partner Support Specialist

BMO; Quebec; Hybrid; CAD 39,000 - 71,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking a professional to provide support to partners and clients, handling inquiries, account openings, transfers, and ongoing maintenance. The role emphasizes exceptional service, compliance, and investment guidance across French and English-speaking clients.

Responsibilities include managing complex files, ensuring accurate documentation, staying updated on market trends, and partnering with Financial Planners and Branch Partners to deliver tailored wealth solutions.

Qualifications

• 2-3 years of relevant experience in financial services or investment operations.
• Post-secondary education in a related field or equivalent work experience.
• Strong knowledge of BMO Investment / BMO InvestorLine products and services.
• Understanding of competitive market trends and product offerings.
• Familiarity with risk management and compliance practices.
• Excellent verbal and written communication skills.
• Bilingualism (French and English) preferred.
• Strong collaboration and team skills.
• Analytical thinking and problem-solving capabilities.

Responsibilities

• Partner Support & Relationship Management: Acts as the primary point of contact for Financial Planners, Private Bankers, Regional Sales Managers, and Branch Partners, providing timely and accurate support across a range of investment-related services.
• Ownership & Follow-Through: Owns and follows up on complex files, making it easy for Partners to do business and inspiring confidence in our processes, service standards, and overall brand.
• Customer Needs & Service Excellence: Understands customer needs and delivers tailored wealth and investment-related solutions. Probes effectively to uncover unique requirements and ensures a seamless experience.
• Issue Resolution & Escalation: Manages transactional outcomes and escalates unresolved or complex situations to senior team members or managers as needed.
• Documentation & Accuracy: Reviews and processes documentation during Partner and customer interactions to ensure accuracy and completeness.
• Market Knowledge & Integration: Maintains current knowledge of investment markets, trends, and practices, integrating insights into customer conversations professionally.
• Marketing & Promotion Integration: Incorporates relevant marketing programs and promotions into customer interactions where appropriate.
• Compliance & Risk Management: Adheres to all regulatory and compliance requirements, including AML, Terrorist Financing, FCAC consumer provisions, and the Privacy Act.
• Suspicious Activity Reporting: Identifies and reports suspicious patterns of activity that may be related to money laundering or other financial crimes.
• Outbound Engagement: May initiate outbound calls to resolve complex situations and ensure customer satisfaction.
• Additional Duties: Completes diverse tasks within established guidelines and may handle escalations from other employees.

Skills

Verbal communication

Written communication

Analytical thinking

Team collaboration

Bilingual French-English

Education

Post-secondary education in a related field

Job description

BMO is seeking a professional to provide support to partners and clients, handling inquiries, account openings, transfers, and ongoing maintenance. The role emphasizes exceptional service, compliance, and investment guidance across French and English-speaking clients.

Responsibilities include managing complex files, ensuring accurate documentation, staying updated on market trends, and partnering with Financial Planners and Branch Partners to deliver tailored wealth solutions.