Job Title

Job Overview Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with daytoday administration and provides exceptional client service to support achievement of business objectives. A clientfocused role, committed to managing and growing client relationships through the delivery of service and advice. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation. Responsibilities 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. Assists the advisory team in preparing for client meetings, including scheduling appointments. Handles clients general daytoday requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner. Generates reports and documents for IAs and clients as requested and processes items for client accounts and files. Maintains and organizes client database and client files. Ensures transactions and tasks are appropriately assigned to team members and completed. Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing. Gathers and distributes information on updates to training, guidelines, technology, and other business related information. Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining longterm client relationships and delivers an exceptional client experience. Assists with managing a portfolio of clients to retain and grow relationships. Supports IAs in individual client investment needs to provide professional, customized investmentrelated advice, sales and services. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensure an effectively run branch. Protects the Banks assets and clients assets and complies with all regulatory, legal, and ethical requirements. Maintains the confidentiality of client and Bank information. Completes complex & diverse tasks within given rules/limits. Analyzes issues and determines next steps; escalates as required. Broader work or accountabilities may be assigned as needed. Qualifications Typically between 1 2 years of relevant experience and postsecondary degree in related field of study desirable or an equivalent combination of education and experience. Knowledge of wealth management company and branch operations (e.g. client services, trust services, account transfers, etc.) is an asset. Knowledge of operational aspects of traditional (stocks, bonds, money market, mutual funds) and nontraditional (managed and feebased) products is an asset. Familiarity with technology applications and software used in the financial planning and investment industry. Successful completion of both the Canadian Securities Course and the Conduct and Practices Handbook exam will be required within 18 months from date of hire. Successful completion of 30day BMO NB Investment Representative Licensing Program. Basic specialized knowledge. Verbal & written communication skills Good. Organization skills Good. Collaboration & team skills Good. Analytical and problemsolving skills Good. Compensation Salary: $32,400.00 $48,300.00 per year Pay Type: Salaried & Commission This range represents BMO Financial Groups pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for parttime roles will be prorated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Groups expected target for the first year in this position. BMO Financial Groups total compensation package will vary based on the pay type of the position and may include performancebased incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: About BMO At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one for yourself and our customers. Well support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From indepth training and coaching, to manager support and networkbuilding opportunities, well help you gain valuable experience, and broaden your skillset. To find out more visit us at BMO is committed to an inclusive, equitable and accessible workplace. By learning from each others differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. #J-18808-Ljbffr