Full time

Client Service Associate, Private Wealth

Posted by BMO • March 18, 2026

📍 Toronto, Ontario, Canada

Apply Now

Description

Application Deadline:
03/26/2026Address:
100 King Street WestJob Family Group:
Wealth Sales & ServiceThis job posting is for a current vacancy.
Supports 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 upda...
            

Job Details

Location Toronto, Ontario
Job Type Full time
Category Information and Record Clerks
Posted March 18, 2026
Deadline April 27, 2026

Ready to Seal the Deal?

Submit your application today and take the next step in your career with BMO.

Apply for this Job