Investment Associate, Nesbitt Burns
BMO US(1 month ago)
About this role
An Investment Advisor position focused on managing and growing client relationships by delivering personalized investment advice and wealth planning. The role centers on educating clients about investment strategies, risks, and performance expectations and collaborating with internal partners and the community to support client financial goals. The position may be eligible for discretionary compensation as part of the broader Investment Advisors portfolio.
Required Skills
- Client Relationships
- Investment Advice
- Financial Planning
- Portfolio Management
- Business Development
- Sales Prospecting
- Communication
- Collaboration
- Analytical Thinking
- Compliance
Qualifications
- IPF
- Branch/Jurisdiction Licensing Requirements
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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