Application Deadline:11/04/2026Address:20 Erb Street WestJob Family Group:Wealth Sales & Service1. This role is Onsite in Waterloo.2. You must already hold an Investment Representative (IR) license to be accepted for this role.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.MUST CURRENTLY HOLD Investment representative licensing with CIRO.Books meetings with current 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.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,

📌 Client Service Associate (Alton)
🏢 BMO
📍 Alton