Client Service Associate, BMO Private Wealth

BMO

📍 Toronto, Ontario, Canada 💼 Full time 🕒 Posted July 06, 2026

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Job Description

Application Deadline:
04/30/2026Address:
100 King Street WestJob Family Group:
Wealth Sales & ServiceSupports one or more Investment Advisors (IAs) and IA Team and staff, and Private wealth 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.
Books meetings with new 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...
            

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Job Details

Location Toronto, Ontario
Job Type Full time
Category Financial Specialists
Posted Date July 06, 2026
Application Deadline August 15, 2026