Wealth Planning & Client Services Assistant

BMO; Columbus (OH); On-site; CAD 41,000 - 80,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Financial Group in Canada seeks a Wealth Sales & Service professional to provide administrative and operational support for investment planning and client meetings. You will gather data, prepare reports and dashboards, and ensure high-quality service to maximize relationship retention and growth.

You will coordinate client communications, support risk and compliance processes, and contribute to team goals through outbound outreach, cross-functional collaboration, and accurate data handling.

Qualifications

• Good Verbal & written communication skills.
• Strong organizational and time management abilities.
• Proven collaboration and teamwork skills.
• Analytical problem solving in a financial services context.
• Solid understanding of investment processes and products.

Responsibilities

• Provide administrative and operational support for investment planning and client meetings.
• Prepare data for client meetings, annual reviews, reports and dashboards.
• Maintain scheduling and coordination of meetings and office coverage.
• Ensure compliance with risk, legal and privacy requirements.

Skills

Communication

Organization

Team collaboration

Analytical thinking

Investment knowledge

Education

Post-secondary degree

Job description

BMO Financial Group in Canada seeks a Wealth Sales & Service professional to provide administrative and operational support for investment planning and client meetings. You will gather data, prepare reports and dashboards, and ensure high-quality service to maximize relationship retention and growth.

You will coordinate client communications, support risk and compliance processes, and contribute to team goals through outbound outreach, cross-functional collaboration, and accurate data handling.