Client Relationship Specialist
About the job
- Typically, 2 to 3 years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
- Advanced knowledge of investment processes and procedures.
- Advanced knowledge of proprietary products and services to identify potential products and services that meet client needs and advise team members.
- Relevant investment industry licensing for the designated jurisdiction or portfolio.
- Specialized knowledge.
- Good verbal and written communication skills.
- Good organizational skills.
- Good collaboration and teamwork skills.
- Good analytical and problem-solving skills.
- Provide administrative and operational support for the delivery of financial and investment planning and advice, working collaboratively with the assigned team or branch and business partners.
- Monitor sales and service performance targets against plans to identify gaps, issues, and best practices.
- Build and maintain client relationships through client acquisition from internal referrals and external sources, including marketing initiatives, to contribute to team business objectives.
- Expand the team's business growth potential through telemarketing and outbound calls.
- Coordinate marketing activities and sales materials to support client and prospect conversations.
- Provide detailed information about products and services offered.
- Determine appropriate communication and service regarding all aspects of investing.
- Resolve client complaints independently in a timely and effective manner, escalating as required.
- Keep current with the investment services marketplace, products and service offerings, and the industry's legal and regulatory environment.
- Coordinate and execute specific activities for strategic initiatives, including tracking metrics and milestones.
- Analyze data and information to provide insights and recommendations.
- Gather and format data into regular and ad hoc reports and dashboards.
- Provide specialized support for investment client service issues, including preparing information for client meetings and annual reviews.
- Ensure client needs are met or exceeded and manage requests in accordance with established policies and procedures.
- Maintain the schedule or calendar to coordinate customer meetings and office coverage.
- Meet service quality standards to maximize relationship retention and growth.
- Develop rapport and client confidence to establish credibility and earn trust.
- Organize work information to ensure accuracy and completeness.
- Follow risk and compliance processes and policies to safeguard customer assets, maintain privacy, act in customers' best interests, and ensure the branch is effectively run.
- Protect the bank's assets and comply with regulatory, legal, and ethical requirements.
- Complete complex and diverse tasks within established rules and limits, including handling escalations from other employees.
- Analyze issues and determine next steps.
- Take measured risks while protecting the bank by applying the Risk Management Framework in line with the Risk Culture and approved Risk Appetite; make sound, risk-informed decisions aligned with business strategy that protect assets and adhere to applicable policy documents, laws, and regulations.
- Perform broader work or accountabilities as assigned.
About the company
Bank of Montreal (BMO) is a diversified financial services provider offering personal, business, and commercial banking, along with capital markets and wealth management, across Canada and the United States. Individuals use personal banking for everyday needs and loans, households can obtain mortgages and credit products, and businesses access commercial loans, treasury/cash management, and industry-specific advice. In capital markets, BMO assists clients with raising capital, trading, and research, while wealth management delivers investment strategies and asset management for portfolios. The company aims to help clients manage and grow their money through a full range of financial services for individuals, small businesses, large corporations, and public sector entities in North America.
Company Size
10,001+
Company Stage
IPO
Headquarters
Toronto, Canada
Founded
1988
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Simplify's Take
What believers are saying
- Sept. 2026 AT1 issuance raised $1 billion, strengthening capital for U.S. growth.
- BMO completed its 138-branch sale on Sept. 4, 2026, freeing capital.
- Oct. 2026 Mastercard launch deepens enterprise workflows across Canada and the United States.
What critics are saying
- FCAC fined BMO $4 million in Feb. 2026 for 101,091 mischarged customers.
- SEC-related BMO Capital Markets settlement cost $41 million, exposing supervision weaknesses.
- Moneris sale shrinks payments ownership; competing banks and fintechs can capture referrals by 2027.
What makes Bank of Montreal unique
- Sept. 2026: BMO became Canada's first Mastercard issuer for embedded commercial virtual cards.
- BMO's California buildout after Bank of the West targets denser deposits and cross-sell.
- BMO's 2026 AI-driven client insights and digital-first operating model sharpen commercial banking.
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Benefits
Health Insurance
Tuition Reimbursement
Accident and Life Insurance
401(k) Retirement Plan
Professional Development Budget
Hybrid Work Options
Company News
ESCO Technologies Inc. entered into a new credit agreement on 29 May 2026, providing $1.5 billion in senior secured credit facilities with a syndicate of banks led by JPMorgan Chase Bank as administrative agent. The agreement became effective on 1 October 2026 and replaced the company's previous credit agreement dated 30 August 2023. The new facility comprises three components: a $500 million revolving credit facility, a $500 million term loan A facility, and a $500 million term loan B facility. On the closing date, ESCO borrowed approximately $1 billion under the new agreement to fund a transaction's cash purchase price, refinance existing debt, and cover associated fees and expenses. The obligations are guaranteed by ESCO and its material US subsidiaries and secured by substantially all tangible and intangible personal property.
Big banks exploring Canadian dollar-based digital money with tokenized deposits. Daniel Johnson TORONTO - Canada's big banks are exploring the development of Canadian dollar-based digital money, starting with a tokenized deposits initiative. Tokenized deposits are traditional bank deposits recorded on a decentralized database or distributed ledger, such as a blockchain. The plan seeks to deliver faster, more efficient and programmable payments to Canadian customers while preserving safety, stability and effective regulatory oversight. It means Canadian dollars could be converted into tokens on blockchain for easier transfers, said Claire Célérier, Canada Research Chair in household finance at the University of Toronto's Rotman School of Management. "My understanding is that the six banks will share the same blockchain, and so it implies that transactions can be made instantaneously across wallets with tokens," she said. Bank of Montreal, CIBC, National Bank, Royal Bank, Scotiabank and TD Bank are taking a collaborative approach to the project. The tokens would be issued by commercial banks and from a legal perspective, depositors can treat them the same as traditional bank deposits. The banks say the first phase aims to move tokenized deposits between Canadian financial institutions. "It's really exploratory now. I think what they're saying is that they're willing to work together to develop the technology," Célérier said. She said the potential capabilities would be of particular benefit to large companies or institutional investors, allowing them to complete "more sophisticated transactions." "What I expect is that these tokenized dollars will be mostly used by large companies and so on who have accounts across these Canadian banks, and it will be used to move large amounts of money," she said. Cristian Bravo, professor and Canada Research Chair in banking and insurance analytics at Western University, said the potential change could allow large producers to settle accounts far faster than their typical 30-day window. "If you have an instant settlement, you're closing that gap and closing that inefficiency in the market. And the fact that you have the money when you fulfil the contract, that can help reduce dependency on working capital and mobilize that capital faster," he said. But Bravo said that due to the lack of historical examples, it is not clear how much of an effect the move could have on the bottom lines of companies or institutional investors that use it. Bravo said it is also notable that digital money is not the same as cryptocurrency, but rather a "digital ledger to move deposits in a very quick, instant way."
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St. Paul's Summit Brewing Company faces foreclosure. One of Minnesota's largest brewers could lose its St. Paul brewery to foreclosure after its lender sued them to collect more than $8 million worth of unpaid debt. In a lawsuit filed last week, BMO Bank alleges Summit Brewing Company missed a loan payment deadline at the end of last year. The bank then agreed to a forbearance period - holding off trying to collect the loan - until July 31. But BMO alleges in court filings that Summit indicated in a June letter that it still didn't have the ability to repay the loan, and that its "liquidity position and operational flexibility continue to deteriorate." BMO wants a judge to appoint a receiver who could "take possession of, manage, operate, and property" belonging to Summit, according to the lawsuit. In a statement to MPR News, Summit CEO Brandon Bland said they will continue to run their day-to-day operations during the proceedings, but he acknowledged the brewery is facing financial struggles. "Our Board and management team have made substantial efforts over many months to chart a different course for this company," Bland said. "This reflects the difficult capital environment the entire craft brewing industry is navigating, not a reflection of the strength of our brand, our people or our operating model." Summit said its company leaders have worked with outside advisors over the course of the last year to find alternative paths forward. "Despite these substantial efforts, the Company and BMO were unable to reach a resolution, and BMO has elected to proceed with the foreclosure action, including its request for the appointment of a general receiver," Summit said in the statement. Bland said they'll continue to look at every option available to them as the process moves forward. No court hearings have been scheduled in the case. Dear reader,. When our communities are navigating uncertainty, staying informed matters more than ever. At MPR News, we're committed to keeping Minnesotans informed and involved, curious and connected - and Minnesota Today is one way we do that. Getting these updates in your inbox helps you stay informed with trusted reporting and thoughtful context from across Minnesota.
Cannara Biotech has secured an $80 million syndicated credit facility with Bank of Montreal and The Toronto-Dominion Bank, marking a $30 million increase from its previous borrowing capacity of approximately $50 million. The Montreal-based cannabis producer will use the funds to refinance existing debt whilst providing additional liquidity for working capital and strategic investments. The restructured facility expands Cannara's revolving credit capacity from $10 million to $40 million and extends the maturity date from December 2027 to December 2029. BMO continues as administrative agent, with TD joining as co-lead arranger. The vertically integrated company operates two facilities in Québec spanning over 1.6 million square feet. Chief Executive Zohar Krivorot described the syndicated arrangement as a strong endorsement of the company's disciplined, profitable growth strategy.