Elevate your career in wealth management with BMO as a Sales Support Specialist. Provide administrative and operational support while enhancing customer experiences and fostering client relationships. In this role, you will collaborate with your team to deliver exceptional investment planning and advice services.

Your responsibilities include managing client communication, analyzing sales data, and facilitating marketing initiatives. With a focus on building client acquisition strategies, you will identify service improvement prospects for the team’s growth objectives. Key Responsibilities:

- Provide administrative support for financial planning and investment advice
- Analyze sales performance data to identify best practices




- Coordinate marketing initiatives and develop sales materials
- Manage client meetings and ensure high service standards
- Resolve client inquiries and escalate as needed Requirements:
- 2-3 years of relevant experience in sales support
- Robust knowledge of investment processes and procedures
- Good verbal and written communication skills
- Excellent analytical and organizational abilities
- Relevant investment industry licensing preferred Utilize your analytical and organizational abilities to thrive in a supportive Sales Support Specialist role at BMO.

📌 Sales Support Specialist at BMO (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg