BMO Financial Group in Calgary is seeking a client-focused administrator to support Investment Advisors and the IA team with day-to-day branch operations and exceptional client service. You will help grow client relationships through service and advice.
Responsibilities include booking meetings, coordinating client events and marketing efforts, preparing introductory materials, and supporting portfolio reviews.
J-18808-Ljbffr
📌 Investment Advisory Support Specialist Alberta (Canada)
🏢 BMO
📍 Canada
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