Elevate client satisfaction with BMO in the Investment Advisory Support role. Your focus will be on client service and administrative support to Investment Advisors.

As part of BMO's advisory team, you'll be instrumental in fostering client relationships through exceptional service and organizational acumen. This role encompasses coordination of marketing activities, preparation for client interactions, and handling inquiries, ensuring clients receive timely support. Your contributions will be vital in maintaining a robust portfolio of client relationships.

Key Responsibilities:
• Coordinate client recognition and marketing activities
• Prepare materials for client meetings and appointments
• Manage client inquiries regarding services and accounts




• Create and distribute reports for clients and advisors
• Maintain a comprehensive client database and files

Requirements:
• 1–2 years of experience in a related role
• Familiarity with wealth management operations
• Knowledge of financial technology applications
• Strong communication and teamwork skills
• Good problem-solving and organizational talent

Join BMO to provide tailored investment services that enhance client loyalty and long-term relationships.
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📌 BMO Investment Advisory Support Position (Ontario)
🏢 BMO
📍 Ontario