Support wealth management clients at BMO Nesbitt Burns using Investment Representative licensing, trade processing, and personalized service. Work directly with clients and Investment Advisors.
As a Client Service Associate, you will support an Investment Advisor team within BMO Private Wealth. Build client relationships while managing investment accounts, executing client-initiated trades, and supporting portfolio reviews. Your work connects clients with responsive service and broader Wealth solutions.
Key Responsibilities:
- Partner with Investment Advisors on daily advisory practice management
- Execute client-initiated trades by phone or in person
- Manage account openings, maintenance, transfers, and money movements
- Coordinate portfolio reviews, materials, scheduling, and follow-up
- Resolve client service, account, and technology-related issues
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 relationship-building skills
Bring licensed trade execution, account management, and client service expertise to BMO Nesbitt Burns wealth management.
Investment Representative Client Service Associate in Montréal employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
