BM

Client Service Associate, BMO Nesbitt Burns

Calgary, Calgary region
On-site
Full-time
No salary posted3 weeks ago

Job Overview

Application Deadline: 07/30/2026 Address: 525 8th Ave SW East Tower Job Family Group: Wealth Sales & Service Supports one or more Investment Advisors (IAs) and IA Team and staff, and 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. As this role contributes to the overall success of the Inv…

What you'll do

  • Provide administrative support to one or more Investment Advisors
  • Support IA Team and staff operations
  • Assist with branch operations day-to-day administration
  • Deliver exceptional client service
  • Support achievement of business objectives
  • Manage and grow client relationships through service delivery
  • Contribute to overall investment advisory success

What you'll need

  • Support Investment Advisors and IA Teams
  • Manage branch operations administration
  • Client-focused approach
  • Ability to manage and grow client relationships

About the Company

BM

BMO Financial