BMO Financial Group in Canada seeks a client services qualified to support investment planning and advisory delivery, collaborating with the branch team and business partners. You will help grow the client base through referrals and outbound outreach while tracking performance metrics and ensuring service standards.
The role emphasizes knowledge of investment processes, proprietary products, and regulatory compliance to safeguard assets and ensure high-quality customer experiences.
📌 Wealth Client Services (Victoria)
🏢 BMO
📍 Victoria