Support wealth clients at BMO Nesbitt Burns through investment servicing, trade processing, and personalized relationship management in a client-facing role.
As a Client Service Associate, you will support Investment Advisors within BMO Private Wealth's collaborative wealth management model. The role combines client relationship management, client-initiated trades, account activity, portfolio reviews, and responsive service. Current Investment Representative licensing with CIRO is required for this position.
Key Responsibilities:
- Partner with Investment Advisors on daily advisory practice management
- Build trusted relationships and respond to client account needs
- Accept and execute client-initiated trades within licensing scope
- Coordinate portfolio reviews, materials, scheduling, and follow-up
- Maintain accounts, documentation, transactions, and regulatory updates
Requirements:
- Current Investment Representative licensing with CIRO
- Typically three to five years of relevant experience
- Knowledge of investment products and trade processing
- Understanding of wealth management regulatory requirements
- Strong organization, communication, and client service skills
Apply investment knowledge, CIRO licensing, and relationship-building skills while supporting personalized wealth management service at BMO Nesbitt Burns.
Investment Representative Client Service Associate in Oshawa employer: Bank N.A.
BMO Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, empowering employees to make a meaningful impact from day one. Located at 250 Yonge Street, the company offers competitive salaries, comprehensive benefits including health insurance and tuition reimbursement, and ample opportunities for professional growth and development. With a commitment to creating lasting positive change, BMO values its team members and encourages them to push boundaries while supporting their career aspirations.
