12-Month Wealth Associate: Client Growth & Insights

BMO Financial Group; Southwestern Ontario; On-site; CAD 36,000 - 68,000; Full time

Job summary

A financial services organization in Southwestern Ontario seeks a dedicated individual to provide administrative and operational support for financial planning and investment advice. This 12-month contract role involves building client relationships, analyzing data, and ensuring compliance with regulations. The ideal candidate has 2-3 years of relevant experience and a post-secondary degree. Competitive salary range of $36,600.00 - $67,500.00, commensurate with experience.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Performance-based incentives

Discretionary bonuses

Qualifications

• 2-3 years of relevant experience in financial services or equivalent.
• Relevant investment industry licensing for designated jurisdiction.

Responsibilities

• Provide operational support for financial planning and investment advice.
• Build and maintain client relationships to support team objectives.
• Analyze data and prepare reports for client meetings.

Skills

Advanced knowledge of investment process and procedures

Verbal & written communication skills

Organization skills

Collaboration & team skills

Analytical and problem solving skills

Education

Post-secondary degree in related field or equivalent

Job description

A financial services organization in Southwestern Ontario seeks a dedicated individual to provide administrative and operational support for financial planning and investment advice. This 12-month contract role involves building client relationships, analyzing data, and ensuring compliance with regulations. The ideal candidate has 2-3 years of relevant experience and a post-secondary degree. Competitive salary range of $36,600.00 - $67,500.00, commensurate with experience.