BMO Financial Group in Calgary is seeking a client-focused banking professional to support Investment Advisors with day-to-day administration and exceptional client service. You will help manage and grow client relationships through service and advice, and assist in organizing events and prospects' introductions.
The role requires strong communication, collaboration, and problem-solving skills, with responsibilities spanning portfolio reviews, account maintenance, and client inquiries.
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Wealth Client Services Associate in Calgary employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
