Investment Advisory Support

BMO

Windsor, Ontario, Canada
Base: $32,400.00 - $48,300.00; bonus/equity: commi...
Client relationship management
Account opening and updates
Transaction processing and reporting
This role supports one or more Investment Advisors by managing day-to-day administration and delivering exceptional client service

Job Summary

  • This role supports one or more Investment Advisors by managing day-to-day administration and delivering exceptional client service.
  • The position involves coordinating marketing activities, scheduling appointments, and handling client inquiries regarding money movement and account updates.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.

Matching Summary

This role supports one or more Investment Advisors by managing day-to-day administration and delivering exceptional client service.

Salary

Base: $32,400.00 - $48,300.00; Bonus/Equity: Commission structure included; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Client relationship management
  • Account opening and updates
  • Transaction processing and reporting

Nice-to-have

  • Knowledge of wealth management products
  • Familiarity with financial planning technology
  • Experience in branch operations

Key Requirements

  • 1-2 years of relevant experience
  • Post-secondary degree in related field
  • Must meet licensing requirements for jurisdiction

Work Rights

Not specified

Tailored Resume

Cover Letter