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Client Service Associate, Private Wealth

BMO • Toronto, Ontario, Canada • Posted March 18, 2026

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

Application Deadline:

03/26/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

This 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...

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