Supports one or more Investment Advisors (IAs) and IA Team and staff, 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 (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives.
Matching Summary
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives.
Salary
Base: $33,600.00 - $50,900.00; Bonus/Equity: Commission structure may apply; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
Exceptional client service delivery
Managing and growing client relationships
Day-to-day administration
Handling client requests and inquiries
Maintaining client database and files
Nice-to-have
Building rapport and instilling confidence
Collaborating within the market
Delivering desired customer experience
Proactive risk management
Key Requirements
1-2 years relevant experience
Post-secondary degree desirable
Canadian Securities Course required within 18 months
Conduct and Practices Handbook exam required within 18 months
BMO NB Investment Representative Licensing Program completion