Support the advisory team at BMO Financial Group, assisting Investment Advisors and providing exceptional client service. This client-centric role offers opportunities to enhance relationships and streamline processes. As an Investment Advisor Support Specialist, you will handle daily administrative tasks crucial for effective client engagement.

Your duties will include managing appointment schedules, addressing clients’ requests, and generating reports. You’ll be instrumental in creating a positive client experience, ensuring that client needs are met promptly and confidentially. Key Responsibilities:

- Coordinate marketing and client recognition initiatives
- Prepare documentation for client meetings and transactions




- Manage client inquiries and technology-related issues
- Maintain client records and support risk governance
- Collaborate with advisors to fulfill client investment needs

Requirements:

- 1-2 years of relevant industry experience is preferred
- Familiarity with wealth management and branch operations
- Proficiency in financial technologies and applications
- Strong communication and coordination skills
- Valuable problem-solving capabilities

Bring your organizational skills to BMO and play a key role in nurturing client relationships.

📌 BMO Investment Advisor Support Specialist (Moncton)
🏢 BMO
📍 Moncton