Support BMO Nesbitt Burns clients with investment accounts, trade processing, and personalized service in this client-facing, IR-licensed position.
As a Client Service Associate, you will partner with Investment Advisors within BMO Private Wealth's team-based wealth management model. You will manage client account activity, execute client-initiated trades, and help address individual investment needs. The work includes portfolio reviews, account maintenance, transfers, and regulatory documentation.
Key Responsibilities:
- Build trusted relationships with investment and account clients
- Accept and execute client-initiated trades by phone or in person
- Coordinate portfolio reviews, materials, scheduling, and follow-up
- Manage account openings, transfers, transactions, and money movements
- Resolve service, account, and technology-related client issues
Requirements:
- Current Investment Representative licensing with CIRO
- Typically three to five years of relevant experience
- Strong knowledge of investment products and trade processing
- Understanding of wealth management regulatory and compliance requirements
- Strong organization, communication, and relationship-building skills
Bring investment knowledge, client service expertise, and careful account management to BMO Nesbitt Burns Investment Advisor teams.
Investment Representative Client Service Associate in Oshawa 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.
