BMO Nesbitt Burns in Oakville, Ontario seeks a Client Service Associate to support Investment Advisors, handle day-to-day client needs, and execute client-initiated trades with professional service. This client-facing, IR-licensed role focuses on delivering personalized wealth management assistance.
Candidates typically have 3–5 years of experience and a CIRO Investment Representative license, with strong relationship-building and regulatory knowledge to ensure compliant client outcomes.
Wealth Management Client Associate in Oakville 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.
