Wealth Management Client Services Associate

BMO Nesbitt Burns, part of BMO Private Wealth, is seeking a client-focused support associate to assist Investment Advisors and branch operations with daily administration and service delivery. A client-focused role, committed to managing and growing client relationships through service and advice.

Coordinate marketing activities, assist in preparing for client meetings, handle routine requests, generate reports, and maintain client files while following risk and compliance processes to safeguard