Investment Associate
BMO US(1 month ago)
About this role
A client-facing wealth advisory role at BMO focused on managing and growing client relationships by delivering investment and financial planning services. The position supports lead advisors, coordinates with internal partners, and helps clients achieve their financial goals through tailored wealth solutions.
Required Skills
- Client Relationship
- Investment Advice
- Financial Planning
- Portfolio Construction
- Portfolio Reviews
- Sales
- Business Development
- Compliance
- Data Analysis
- Communication
+1 more
Qualifications
- 5 Years Experience
- Canadian Securities Course
- Conduct and Practices Handbook
- Registered Representative (RR)
- IIROC Continuing Education
- WME (within 30 months of RR License)
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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