Client Service Associate, Bmo Nesbitt Burns

BMO Nesbitt Burns

Calgary, Canada
$35,900.00 - $66,300.00; bonus/equity: monthly dis...
Client-focused role
Exceptional client service
Investment process and procedures
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.
  • As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.
  • 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

$35,900.00 - $66,300.00; Bonus/Equity: Monthly discretionary bonus; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Client-focused role
  • Exceptional client service
  • Investment process and procedures
  • Sales Administration Manual knowledge
  • Proprietary products and services knowledge
  • Compliance practices and regulations knowledge

Nice-to-have

  • Develop rapport and instill confidence
  • Works collaboratively within the market
  • Mentors and coaches junior team members
  • Knowledge of Insurance and group products
  • Knowledge of Trust and Estate services
  • Knowledge of Financial/Retirement planning

Key Requirements

  • 3-5 years relevant experience
  • Certification in related field of study
  • Meet licensing and certification requirements

Work Rights

Not specified

Tailored Resume

Cover Letter