Support Investment Advisors at BMO through client service, account administration, and wealth management operations at 16775 Yonge Street. Build trusted relationships while handling confidential requests.
This Client Services Assistant supports one or more Investment Advisors, their teams, and branch operations. The client-focused work includes scheduling meetings, processing account requests, and maintaining organized records. You will also assist with client relationships, technology questions, marketing activities, and customized investment-related service.
Key Responsibilities: Coordinate advisory team marketing activities and client events
Prepare client meetings and schedule appointments
Handle money movement, technology, and account inquiries
Generate documents, reports,



and account processing items
Maintain client databases and organized files
Requirements: One to two years of relevant experience
Post-secondary degree or equivalent education and experience
Familiarity with financial planning and investment software
Positive communication, organization, collaboration, and analytical skills
Required branch or jurisdiction licensing and certification
Bring client service, organization, communication, and wealth operations knowledge to support BMO Investment Advisors and clients.

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📌 BMO Wealth Client Services Assistant (Ontario)
🏢 BMO
📍 Ontario