Client Service Associate, Private Wealth

BMO

Toronto, ON, Canada
Base: $35,900.00 - $66,300.00; bonus: eligible for...
Client relationship management
Investment advisory team support
Transaction processing and account maintenance
This role supports high-net-worth clients and families with tailored advice across investments, planning, and complex banking needs

Job Summary

  • This role supports high-net-worth clients and families with tailored advice across investments, planning, and complex banking needs.
  • The position coordinates marketing activities, manages client databases, and assists Investment Advisors in preparing for client meetings.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This role supports high-net-worth clients and families with tailored advice across investments, planning, and complex banking needs.

Salary

Base: $35,900.00 - $66,300.00; Bonus: Eligible for monthly discretionary bonus; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Client relationship management
  • Investment advisory team support
  • Transaction processing and account maintenance
  • Compliance and risk management adherence
  • Technology application proficiency

Nice-to-have

  • Marketing activity coordination
  • Event planning and client recognition
  • Strong verbal and written communication
  • Collaborative team environment experience
  • Problem-solving and analytical skills

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree in related field
  • CIRO Investment Representative licensing
  • Knowledge of wealth management operations
  • Familiarity with financial planning technology

Work Rights

Not specified

Tailored Resume

Cover Letter