Wealth Planning Assistant: Client Growth & Insights

BMO Financial Group; Kelowna; On-site; CAD 36,000 - 68,000; Full time

Job summary

A leading financial services organization in Kelowna is seeking an experienced candidate to provide administrative and operational support in financial and investment planning. The ideal applicant has 2-3 years of relevant experience and advanced knowledge of investment processes, along with strong communication and analytical skills. This role involves building client relationships and supporting investment client services.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Performance-based incentives

Qualifications

• Typically between 2 - 3 years of relevant experience.
• Relevant investment industry licensing for the designated jurisdiction.

Responsibilities

• Provides administrative and operational support.
• Identifies gaps and best practices through monitoring of sales performance.
• Contributes to team objectives by building client relationships.

Skills

Advanced knowledge of investment process and procedures

Verbal & written communication skills

Analytical and problem solving skills

Collaboration & team skills

Organization skills

Education

Post-secondary degree in related field

Job description

A leading financial services organization in Kelowna is seeking an experienced candidate to provide administrative and operational support in financial and investment planning. The ideal applicant has 2-3 years of relevant experience and advanced knowledge of investment processes, along with strong communication and analytical skills. This role involves building client relationships and supporting investment client services.