Investment Associate
BMO US(26 days ago)
About this role
A client-focused wealth advisor role responsible for managing and growing client relationships by assessing investment needs and providing customized investment advice. The role educates clients on investment strategies, associated risks, and performance expectations to help clients achieve their financial goals. It supports lead advisors and collaborates across teams to deliver an exceptional client experience.
Required Skills
- Client Relationships
- Investment Advice
- Financial Planning
- Portfolio Reviews
- Portfolio Construction
- Sales
- Business Development
- Communication
- Analytical Skills
- Compliance
Qualifications
- Minimum 5 Years Experience
- Canadian Securities Course
- Conduct and Practices Handbook
- Registered Representative (RR)
- IIROC Continuing Education
- WME 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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