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Investment Associate, Private Wealth at BMO - ApplyBlast

Investment Associate, Private Wealth

BMO

3 months ago

3.6 on Glassdoor

Oakville, ON, Canada

Onsite

Full Time

Senior

0 applicants

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About this role

This client-focused role involves managing and growing client relationships by delivering professional investment advice, sales, and service within a collaborative wealth management model. The position requires assessing individual investment needs, educating clients on strategies and risks, and developing long-term relationships to achieve financial goals. Candidates will work alongside lead advisors to execute portfolio reviews, prepare financial plans, and support business development activities while adhering to regulatory requirements.

Responsibilities

Assess individual client investment needs and provide customized advice
Develop and retain long-term client relationships through service and sales
Prepare and execute client portfolio reviews and financial plans
Support business development via prospecting, networking, and seminars
Ensure compliance with regulatory requirements and risk management policies

Skills

Qualifications

Registered Representative licensing with CIROCFP or PFP certification preferred

About BMO

bmo.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

1817

View Profile

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