Application Deadline:

12/06/2025

Address:
1250 boul Rene Levesque Ouest

Job Family Group:

Wealth Sales & Service

Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver precise work. Works collaboratively within the assigned team / branch and with business partners.

• Identifies gaps, issues and best practices through monitoring of sales and service performance targets against plans.
• Supports teams with tax season documentation for clients.
• Coordinates marketing activities and sales material to support client / prospect conversations.
• Provides knowledge detailed information about products and services offered.
• Independently resolves client complaints in a timely and effective manner; escalates as required.
• Gathers and formats data into regular and ad-hoc reports, and dashboards.
• Provides specialized support related to investment client services issue including preparing information for client meetings, annual reviews, etc.
• Meets high-quality service standards to maximize relationship retention and growth.
• Organizes work information to ensure accuracy and completeness.
• 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 ensures an effectively run branch.
• Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.
  
  Qualifications:
• Typically between 0 - 2 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Verbal & written communication skills - Advanced.
• Organization skills - Advanced.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .

Salary:

$38,500.00 - $71,000.00

Pay Type:

Salaried

The above represents BMO Financial Group's 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 part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based 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: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's 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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.