Application Deadline

10/30/2026

Address

525 8th Ave SW East Tower

Job Family Group

Wealth Sales & Service

Responsibilities

- Supports 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 new business opportunities where applicable (ex. organizing of client events, seminars etc.)
- Books meetings with recent 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.
- Ties 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 (Calgary)
🏢 BMO
📍 Calgary