Elevate client experiences as a Client Service Associate for BMO Private Wealth in Toronto, Ontario. This role focuses on client relationship management and administrative support to achieve business goals.

Support one or more Investment Advisors in delivering exceptional client service. This client-focused position involves managing and strengthening relationships through effective communication, preparing client reviews, and assisting in day-to-day branch operations. Gain exposure to various wealth management functions and opportunities for professional growth within a collaborative environment.

Key Responsibilities:
• Coordinate financial planning and trading support for Investment Advisors
• Schedule and prepare for client meetings and portfolio reviews
• Handle client inquiries, account setups,



and trade executions
• Generate reports and maintain organized client databases
• Mentor junior team members on administrative procedures

Requirements:
• 3–5 years of relevant experience in wealth management
• Current CIRO registration as an Investment Representative
• Solid knowledge of financial planning and investment procedures
• Good verbal, written communication and organization skills
• Ability to handle client complaints effectively

Maximize your potential in client service and investment support while fostering client loyalty and satisfaction.
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📌 Client Service Associate at BMO Private Wealth (Ontario)
🏢 BMO
📍 Ontario