BMO US

Investment Associate - Nesbitt Burns

BMO US

2 months ago
Montreal, QC, Canada
Onsite
Full Time
Senior
0 applicants
BMO US
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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

Canadian Securities CourseConduct and Practices HandbookRegistered Representative (RR)CIRO Continuing EducationWealth Management Essentials
BMO US

About BMO US

bmo.com

Industry

Finance

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

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

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