Client Service Associate

BMO Financial Group

Ottawa, ON, CA
Base: $35,900.00 - $66,300.00; bonus/equity: inclu...
Investment representative registration required
Canadian securities course completion mandatory
Trade processing and account maintenance skills
This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to grow relationships

Job Summary

  • This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to grow relationships.
  • The position involves executing client-initiated trades, handling account maintenance, and resolving complaints in a timely manner while adhering to strict compliance standards.
  • Candidates are eligible for additional discretionary compensation and a comprehensive benefits package including health insurance and tuition reimbursement.

Matching Summary

This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to grow relationships.

Salary

Base: $35,900.00 - $66,300.00; Bonus/Equity: Includes commission structure and discretionary compensation; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Investment Representative registration required
  • Canadian Securities Course completion mandatory
  • Trade processing and account maintenance skills
  • Client relationship management and growth
  • Compliance and regulatory adherence

Nice-to-have

  • Knowledge of insurance and group products
  • Experience with trust and estate services
  • Financial and retirement planning knowledge
  • Mentoring and coaching junior team members
  • Collaborative approach to client experience

Key Requirements

  • 3-5 years relevant experience
  • Current Investment Representative (IR) registration
  • Successful completion of Canadian Securities Course
  • 10 CO credits/Compliance training over 2 year cycle
  • Advanced knowledge of investment processes

Work Rights

Not specified

Tailored Resume

Cover Letter