Investment Associate - Nesbitt Burns
BMO US
About this role
A client-focused wealth advisor role that supports lead advisors in managing and growing client relationships by delivering tailored investment advice and service. The position involves assessing client investment needs, preparing financial plans and portfolio reviews, and collaborating with internal partners to achieve client goals. The role may be eligible for discretionary compensation and works to build long-term client trust and referrals.
Skills
Qualifications
About BMO US
bmo.comIndustry
Finance
BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
Recent company news
BMO says it's finishing US reset, set to resume loan growth
2 weeks ago
Executive bios
Nov 18, 2025
BMO offloads 138 branches in the US
Oct 16, 2025
BMO Beats Estimates on Strong Results in US, Capital Markets
Dec 4, 2025
BMO US Dividend ETF (CAD) (TSE:ZDY) Sets New 12-Month High - Here's What Happened
2 weeks ago
About BMO US
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for BMO US.
Salary
$43k – $79k
per year