Support BMO Investment Advisors onsite in Waterloo using CIRO licensing, investment administration, and client relationship skills. This role requires current Investment Representative licensing.
The Client Service Associate supports Investment Advisors, advisory teams, and branch operations with daily administration. You will deliver client service, coordinate meetings, and manage account requests. The work includes portfolio reviews, trades, documentation, and relationship support.
Key Responsibilities:
- Support Investment Advisors with daily administration and client service
- Book prospect meetings and prepare introductory packages
- Schedule portfolio reviews, calls, and client meetings
- Process account openings, transfers, trades, and fund movements
- Maintain client databases, files, reports, and regulatory documentation
Requirements:
- Current Investment Representative licensing with CIRO
- Typically three to five years of relevant experience
- Advanced investment process and administrative procedure knowledge
- Knowledge of compliance practices, regulations, and trade processing rules
- Good communication, organization, collaboration, and analytical skills
Bring CIRO licensing, investment administration, and client service expertise to BMO's onsite Waterloo wealth sales team.
BMO Investment Representative Associate in Toronto 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.
