Wealth Management Associate

BMO Financial Group; London; On-site; CAD 40,000 - 75,000; Full time

Job summary

A leading financial services firm in London, Ontario, is seeking a dedicated professional to manage and grow client relationships through personalized investment advice and exceptional service. Ideal candidates will have at least 5 years of experience, solid knowledge of the Canadian Securities Course, and a strong ability to collaborate with internal and external stakeholders. The role includes preparing client portfolio reviews and engaging in sales and marketing activities. This opportunity offers a competitive salary and career growth.

Qualifications

• Minimum 5 years of relevant experience or education equivalent.
• Knowledge of the Canadian Securities Course & Conduct and Practices Handbook.
• Registration as Registered Representative (RR).
• Must comply with IIROC Continuing Education Program.

Responsibilities

• Manage and grow client relationships through personalized service.
• Support sales and business development activities.
• Prepare and execute client portfolio reviews.
• Provide timely and effective client advice.
• Collaborate with internal and external stakeholders.

Skills

Client relationship management

Investment advice

Sales and marketing

Analytical skills

Communication skills

Team collaboration

Education

Canadian Securities Course

Registered Representative Certification

Job description

A leading financial services firm in London, Ontario, is seeking a dedicated professional to manage and grow client relationships through personalized investment advice and exceptional service. Ideal candidates will have at least 5 years of experience, solid knowledge of the Canadian Securities Course, and a strong ability to collaborate with internal and external stakeholders. The role includes preparing client portfolio reviews and engaging in sales and marketing activities. This opportunity offers a competitive salary and career growth.