Job Description

Application Deadline:

02/13/2026

Address:

2340A boulevard Lapiniere

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. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

  • 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 updates to IA.
  • Follows...

    • Apply for this Position

    Ready to join BMO? Click the button below to submit your application.

    Submit Application