Client Service Associate, Bmo Private Wealth

BMO

Toronto, ON, Canada
Base: $42,400 (target); range: $35,900 - $66,300; ...
Investment representative licensing with ciro
Advanced knowledge of administrative process procedures
Knowledge of compliance practices and regulations
This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives

Job Summary

  • This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.
  • The position involves coordinating marketing activities, scheduling portfolio reviews, and resolving client complaints in a timely manner.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.

Matching Summary

This role supports Investment Advisors by managing day-to-day administration and delivering exceptional client service to achieve business objectives.

Salary

Base: $42,400 (target); Range: $35,900 - $66,300; Bonus: Eligible for monthly discretionary bonus

Skills & Requirements

Must-have

  • Investment Representative licensing with CIRO
  • Advanced knowledge of administrative process procedures
  • Knowledge of compliance practices and regulations
  • Experience handling client inquiries and account maintenance
  • Ability to execute client initiated trades

Nice-to-have

  • Knowledge of Insurance and group products
  • Knowledge of Trust and Estate services
  • Knowledge of Financial/Retirement planning
  • Strong verbal and written communication skills
  • Collaboration and team skills

Key Requirements

  • 3-5 years relevant experience or equivalent education
  • Must meet Investment Representative licensing with CIRO requirements
  • Advanced knowledge of proprietary products and services

Work Rights

Not specified

Tailored Resume

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