BMO Financial Investment Associate Position

Become an Investment Associate at BMO Financial Group, providing high-net-worth clients with personalized advice and strategic guidance in a collaborative environment. Emphasis on relationship-building and investment acumen.

This role at BMO Private Wealth, specifically within Nesbitt Burns, is pivotal in managing client relationships and providing customized investment strategies. You'll assess clients' needs, offer bespoke advice, and educate them on potential investment strategies and risks. By proactively engaging with clients and business partners, this role aims to enhance service delivery and achieve client financial goals.

Key Responsibilities:

• Conduct thorough client portfolio reviews and preparation

• Advise clients on investment strategies and wealth management

• Engage in proactive sales and marketing initiatives

• Develop financial plans addressing retirement and growth

• Collaborate with internal teams to meet client objectives

Requirements:

• 3-5 years relevant experience in wealth management

• Current CIRO registration as a Registered Representative

• Proven track record of building trust with clients

• Strong organization and multitasking abilities

• Team-oriented with a focus on broader business goals

Empower high-net-worth clients through expert investment guidance at BMO Financial Group.
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