BMO Financial Group is seeking a client-focused qualified to support Investment Advisors and branch operations with day-to-day administration and exceptional client service. You will book meetings, coordinate marketing activities, prepare client portfolio reviews, handle inquiries, and ensure compliance, while developing client relationships and contributing to the advisory team's objectives.
Responsibilities include maintaining client databases, processing transfers, and assisting with
📌 Investment Advisor Support Specialist (Ottawa)
🏢 BMO
📍 Ottawa
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