Investment Associate, Private Wealth

BMO; Burlington; On-site; CAD 41,000 - 77,000; Full time

Job summary

A dynamic financial services practice within a leading financial institution seeks a Junior Advisor to provide tailored investment management and estate planning services. The role involves building client relationships, providing investment advice, and collaborating with senior advisors to create financial plans. Candidates should possess strong analytical and communication skills, with a focus on client satisfaction. This position offers a competitive salary and opportunities for professional development.

Benefits

Health Insurance

Tuition Reimbursement

Accident and Life Insurance

Retirement Savings Plans

Qualifications

• Licensed by CIRO to conduct trades.
• Experience in the financial industry preferred.

Responsibilities

• Assess client investment needs and provide customized advice.
• Collaborate with internal partners to expand business relationships.
• Prepare and review financial documents and reports.

Skills

Analytical Skills

Communication

Interpersonal Skills

Organizational Skills

Education

Bachelor's degree in Finance

Canadian Securities Course (CSC)

Conduct and Practices Handbook (CPH)

Wealth Management Essentials (WME)

Tools

Microsoft Office Suite

Job description

We are a dynamic financial services practice within BMO Nesbitt Burns dedicated to providing top-notch investment management and estate planning services to our High Net Worth clients.

In this role you will assess individual client investment needs to provide professional, customized investment-related advice, sales and service. Build client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develop and retain long-term client relationships and delivers an exceptional client experience. Identify and makes referrals to other business groups. Work collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.

Key Responsibilities:

• Earn your way to Relationship Manager for clients up to $500,000 (to start). Client Relationship Manager status will be incrementally established by adding value, earning trust with clients over time.
• Administration: will need to learn systems for opening accounts, logging notes, developing financial plans, sending and receiving funds, and other duties. Junior advisor will learn the systems without an assistant, but with full support and guidance from our team. Candidate will have full access to back-office resources
• Collaborates with internal partners to expand business relationships with existing clients.
• Assist senior advisors in creating and implementing financial plans for clients. This will be 5% to 10% of the role.
• Prepare and review financial documents, reports, and presentations.
• Maintain and update client records and financial databases.
• Provide administrative support, including scheduling meetings and managing communications.
• Respond to client inquiries and provide timely and accurate information.
• Stay informed about industry trends, regulations, and best practices.
• Represent the team at the bank branches, adding value to the staff and developing relationships with both bank staff and retail clients.
  

Qualifications:

• Licensed by the Canadian Investment Regulatory Organization (CIRO) to conduct trades in compliance with regulatory standards, including Canadian Securities Course (CSC), and Conduct and Practices Handbook (CPH) Course, Wealth Management Essentials (WME)
• Bachelor's degree in Finance, Economics, Business, or a related field is asset.
• Experience in the financial industry preferred.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Ability to break down complex subject matter into easily understandable concepts.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
• Ability to work independently and as part of a team.
• Taking ownership for results
• Detail-oriented with strong organizational skills.
  
  
  

Salary:

$41,600.00 - $77,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.