BMO Financial Group
Associate, Investment Advisor Support
Job Description
Join BMO Private Wealth and provide top-tier support to Investment Advisors as an Associate. Focus on high-net-worth client relationships with personalized wealth management services.
This role is vital in assisting the IA team with daily operations while fostering strong connections with clients. Your responsibilities will include coordinating marketing efforts, managing client meetings, and ensuring efficient service delivery. The successful candidate will have strong analytical capabilities and a commitment to client satisfaction.
Key Responsibilities:
• Assist in scheduling and preparing for client reviews
• Organize marketing initiatives and client events
• Manage client inquiries and account maintenance
• Process client trades and transactions
• Generate reports and maintain client files
Requirements:
• 5 years of relevant experience or equivalent education
• Must hold CIRO Registered Representative certification
• Experience with CRIMS is an asse...
This role is vital in assisting the IA team with daily operations while fostering strong connections with clients. Your responsibilities will include coordinating marketing efforts, managing client meetings, and ensuring efficient service delivery. The successful candidate will have strong analytical capabilities and a commitment to client satisfaction.
Key Responsibilities:
• Assist in scheduling and preparing for client reviews
• Organize marketing initiatives and client events
• Manage client inquiries and account maintenance
• Process client trades and transactions
• Generate reports and maintain client files
Requirements:
• 5 years of relevant experience or equivalent education
• Must hold CIRO Registered Representative certification
• Experience with CRIMS is an asse...