Location
calgary, ab, Canada
Posted
July 07, 2026
Job Description
Join BMO as a Wealth Client Specialist, where you'll support investment advisors and enhance the client experience. Leverage your expertise to manage client portfolios and facilitate their financial needs.
We're looking for a Client Service Associate with a strong background in administrative and investment processes. In this role at BMO, you'll coordinate marketing activities, schedule meetings, and assist with client inquiries. Your efforts will empower clients and build lasting trust through exceptional service.
Key Responsibilities:
• Coordinate marketing initiatives and client recognition events
• Schedule portfolio reviews and prepare necessary documentation
• Respond to client requests and manage accounts efficiently
• Support junior team members with training and operational questions
• Ensure compliance with all regulatory requirements and protocols
Requirements:
• 3-5 years of relevant experience in wealth management
• Knowledge of financial plan...
We're looking for a Client Service Associate with a strong background in administrative and investment processes. In this role at BMO, you'll coordinate marketing activities, schedule meetings, and assist with client inquiries. Your efforts will empower clients and build lasting trust through exceptional service.
Key Responsibilities:
• Coordinate marketing initiatives and client recognition events
• Schedule portfolio reviews and prepare necessary documentation
• Respond to client requests and manage accounts efficiently
• Support junior team members with training and operational questions
• Ensure compliance with all regulatory requirements and protocols
Requirements:
• 3-5 years of relevant experience in wealth management
• Knowledge of financial plan...