Application Deadline: 10/01/2026Address: 525 8th Ave SW East TowerJob Family Group:Wealth Sales & ServiceSupports 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.Supports with development of recent business opportunities where applicable (ex. organizing of client events, seminars etc.) Books meetings with new prospects and prepares introductory package for the prospect/referral. 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. Supports lead advisor(s) with client loyalty building (ex. client recognition activities/milestones) Plays an active role in supporting the lead IA(s) as directed with client relationship management. Collaborates with internal and external stakeholders to deliver on business objectives. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries,

📌 Associate (Wheatland County)
🏢 BMO Financial
📍 Wheatland County