Investment Associate
BMO US(1 month ago)
About this role
A client-focused wealth role responsible for managing and growing client relationships through tailored investment advice and service. The position supports lead advisors in delivering financial plans, portfolio reviews, and client outreach to help clients achieve their financial goals.
Required Skills
- Client Relationship
- Investment Advice
- Sales
- Business Development
- Financial Planning
- Portfolio Management
- Communication
- Collaboration
- Analytical
- Compliance
Qualifications
- 5 Years Experience
- Canadian Securities Course
- Conduct and Practices Handbook
- Registered Representative (RR)
- IIROC Continuing Education
- WME (to be completed within 30 months)
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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