Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives
Job Summary
Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.
BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.
Matching Summary
Supports one or more Investment Advisors and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Salary
Base: $35,900.00 - $66,300.00; Bonus/Equity: Commission structure; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Bilingual (English/French) required
Client relationship management
Account maintenance and processing
Client inquiry resolution
Investment and trade execution support
Nice-to-have
Develop rapport and instill confidence
Collaborate within market and BMO partners
Mentoring and coaching junior team members
Knowledge of Insurance and group products
Knowledge of Trust and Estate services
Key Requirements
3-5 years relevant experience
Canadian Securities Course & Conduct and Practices Handbook
Current registration as Investment Representative (IR)