11 Aug
|
BMO Financial
|
Winnipeg
11 Aug
BMO Financial
Winnipeg
Application Deadline: 08/06/2026 Address: 201 Portage Avenue Job Family Group: Wealth Sales & Service 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. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients' general day-to-day requests and inquiries including basic money movement (e.G., wires, transfers), technology issues, and
📌 Client Service Assistant (Winnipeg)
🏢 BMO Financial
📍 Winnipeg