Investment Associate, BMO Nesbitt Burns

Bank of Montreal; Calgary; On-site; CAD 41,000 - 77,000; Full time

Job summary

A leading North American bank is seeking an Investment Associate in Calgary to develop and grow a profitable business. This role focuses on building client relationships, assessing investment needs, and providing tailored financial advice. Candidates should have a minimum of 5 years of relevant experience and certifications in the financial field.

Benefits

Health insurance

Tuition reimbursement

Retirement plans

Monthly discretionary bonus

Qualifications

• Minimum 5 years relevant experience or equivalent education.
• Knowledge of investment and compliance regulations.
• Strong analytical and interpersonal skills.

Responsibilities

• Build trust and strong client relationships.
• Provide tailored investment advice to clients.
• Assist in acquiring new assets and business growth.

Skills

Investment processes

Client relationship management

Wealth management strategies

Business development

Problem-solving

Education

Canadian Securities Course

Registered Representative (RR)

Job description

Investment Associate, BMO Nesbitt Burns page is loaded

Apply locations Calgary, AB, CAN; time type Full time; posted on Posted 2 Days Ago; job requisition id R240024817

Application Deadline: 06/05/2025

Address: 525 8th Ave SW East Tower

Job Family Group:

As an Investment Associate, you will partner with a highly successful senior IA team to develop and grow a profitable business.

Your primary responsibilities include building trust and strong client relationships, assessing individual investment needs, and providing professional, tailored advice to meet clients' financial goals. You will also focus on developing long-term relationships based on excellent wealth planning and investment advice, ensuring a superior client experience.

You will assist in building a profitable business and acquiring new assets in collaboration with the Senior IA and other team members.

Knowledge and Skills:

• Advanced understanding of investment processes and procedures.
• Proactive and professional assistance to IAs to meet client needs and execute business strategies.
• Ability to independently manage wealth management strategies for defined client segments.
• Knowledge of portfolio construction, management, and insurance products.
• Familiarity with financial planning to support client needs.
• Ability to identify suitable investment strategies based on client profiles.
• Strong business development, sales, and marketing skills, including proactive prospecting techniques.
• Extensive business and community networks of potential clients.
• Exceptional interpersonal skills and high integrity in client interactions.
• Ability to identify gaps, monitor performance, and ensure compliance with regulations and internal policies.
• Creative thinking and problem-solving abilities.
• Works independently with broader responsibilities as needed.

Qualifications:

• Minimum 5 years relevant experience and/or certification in a related field or equivalent education and experience.
• Knowledge of Canadian Securities Course & Conduct and Practices Handbook.
• Registration as a Registered Representative (RR).
• Compliance with CIRO Continuing Education requirements; WME completed within 30 months of RR license.
• Deep knowledge from education or experience; strong collaboration, analytical, influence, and problem-solving skills.

This role is eligible for a monthly discretionary bonus.

Salary: $41,600.00 - $77,000.00

Pay Type: As per BMO's pay structure, including possible commission, bonuses, and benefits such as health insurance, tuition reimbursement, and retirement plans. For more info, visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us:

At BMO, our Purpose is to Boldly Grow the Good in business and life, creating positive change for customers, communities, and employees. We support your growth with training, coaching, and development opportunities.

Learn more at https://jobs.bmo.com/ca/en

BMO is committed to diversity, equity, and accessibility. Accommodations available upon request.

Note to Recruiters: BMO does not accept unsolicited resumes unless through a formal agency agreement.

Who We Are:

We are a leading North American bank, serving over 12 million customers with banking, wealth management, and investment services, focused on sustainable growth and community impact.