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Financial Advisor Financial Services

Wealth Client Services Associate

Job in Oakville, Ontario, B8B, Canada
Listing for: BMO
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 60000 - 80000 CAD Yearly CAD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A financial institution is seeking a Client Service Assistant for their Private Wealth team in Oakville. This role requires 1-2 years of banking or administrative experience, aiming to support Investment Advisors while providing excellent service to clients. Responsibilities include coordinating client meetings, handling inquiries, and maintaining client databases, contributing to the overall success of advisor portfolios. The successful candidate will thrive in a fast-paced environment while promoting long-term client relationships.

Competitive salary and a commission structure are included.
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Position Requirements
10+ Years work experience
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