Client Service Assistant, Private Wealth

BMO

Markham, Ontario, Canada
Base: $42,400; bonus: eligible for monthly discret...
Client relationship management
Investment advisory team support
Transaction processing and account updates
This role supports high-net-worth clients and families by delivering tailored advice across investments, planning, and complex banking needs within the Nesbitt Burns platform

Job Summary

  • This role supports high-net-worth clients and families by delivering tailored advice across investments, planning, and complex banking needs within the Nesbitt Burns platform.
  • The position involves coordinating marketing activities, managing client databases, and ensuring all transactions adhere to strict risk and compliance policies to safeguard client assets.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans alongside performance-based incentives.

Matching Summary

This role supports high-net-worth clients and families by delivering tailored advice across investments, planning, and complex banking needs within the Nesbitt Burns platform.

Salary

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

Skills & Requirements

Must-have

  • Client relationship management
  • Investment advisory team support
  • Transaction processing and account updates
  • Risk and compliance adherence
  • CIRO Investment Representative licensing

Nice-to-have

  • Experience with traditional and non-traditional investment products
  • Knowledge of branch operations and trust services
  • Familiarity with financial planning technology applications
  • Strong verbal and written communication skills
  • Ability to coordinate marketing and client events

Key Requirements

  • 1-2 years relevant experience
  • Post-secondary degree in related field
  • Must meet CIRO Investment Representative licensing requirements
  • Knowledge of operational aspects of wealth management
  • Good analytical and problem-solving skills

Work Rights

Not specified

Tailored Resume

Cover Letter