Client Service Associate, Bmo Private Wealth

BMO Private Wealth

Toronto, ON, Canada
Base: $42,400; bonus: eligible for monthly discret...
Investment representative licensing with ciro
Advanced knowledge of investment process
Experience with account maintenance and trades
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, coordinating marketing activities, and ensuring compliance with regulatory requirements.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and performance-based incentives.

Matching Summary

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

Salary

Base: $42,400; Bonus: Eligible for monthly discretionary bonus; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Investment Representative licensing with CIRO
  • Advanced knowledge of investment process
  • Experience with account maintenance and trades
  • Strong verbal and written communication skills
  • Ability to manage client inquiries and complaints

Nice-to-have

  • Knowledge of insurance and group products
  • Understanding of trust and estate services
  • Experience in financial and retirement planning
  • Collaborative team player mindset
  • Mentoring and coaching capabilities

Key Requirements

  • 3-5 years relevant experience or equivalent education
  • Must meet Investment Representative licensing with CIRO
  • Advanced knowledge of administrative processes
  • Knowledge of compliance practices and regulations

Work Rights

Not specified

Tailored Resume

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