Investment Associate
BMO US(26 days ago)
About this role
This role involves managing and growing client relationships in wealth management, providing investment advice, and supporting business development efforts. It emphasizes delivering a high-quality client experience through personalized financial planning and collaboration with internal teams.
Required Skills
- Financial Planning
- Investment Advice
- Client Relations
- Portfolio Management
- Sales
- Wealth Management
- Financial Analysis
- Legal Compliance
- Communication
- Networking
Qualifications
- BS in Finance or Related Field
- Canadian Securities Course
- Registered Representative (RR)
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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