Wealth Investment Associate — Client Growth & Advisory

BMO Financial Group; Vancouver; On-site; CAD 42,000 - 79,000; Full time

Job summary

A financial services provider in Vancouver is seeking a dedicated professional to manage and grow client relationships through tailored investment advice. The successful candidate will develop long-term client connections while collaborating with internal teams. Required qualifications include a minimum of 5 years of experience, Registered Representative status, and strong analytical skills, alongside a competitive salary and benefits package, including health insurance and training opportunities.

Benefits

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Qualifications

• 5+ years relevant experience or equivalent combination of education and experience.
• Knowledge of Canadian Securities Course & Conduct and Practices Handbook.
• Registration as Registered Representative (RR) required.

Responsibilities

• Manage client relationships and provide tailored investment advice.
• Build trust and educate clients on investment strategies.
• Collaborate with internal and external stakeholders.

Skills

Verbal & written communication skills

Collaboration & team skills

Analytical and problem solving skills

Influence skills

Education

Minimum 5 years of relevant experience or equivalent

Knowledge of Canadian Securities Course

Registration as Registered Representative (RR)

Job description

A financial services provider in Vancouver is seeking a dedicated professional to manage and grow client relationships through tailored investment advice. The successful candidate will develop long-term client connections while collaborating with internal teams. Required qualifications include a minimum of 5 years of experience, Registered Representative status, and strong analytical skills, alongside a competitive salary and benefits package, including health insurance and training opportunities.