Wealth Management Associate: Client Growth & Advisory

BMO U.S.; Markham; On-site; CAD 42,000 - 92,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Retirement savings plans

Accident insurance

Life insurance

Job summary

BMO Nesbitt Burns is seeking an Investment Associate to grow client relationships and deliver wealth-management guidance. You will assess client investment needs, provide customized advice, and collaborate with partners to meet financial goals.

The role emphasizes service, referrals, and personalized client experiences. The position requires CIRO licensing eligibility, 5+ years in wealth management, and strong ability to develop client relationships with HNW clients.

Qualifications

• Minimum 5 years of relevant experience in wealth management or investment sales.
• Must hold or be eligible for CIRO Registered Representative licences.
• Experience supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
• Proven ability to develop and deepen client relationships and contribute to business development.

Responsibilities

• Manage and grow client relationships through service and advice.
• Prepare and deliver investment proposals and portfolio reviews.
• Collaborate with COIs and internal partners to identify growth opportunities.
• Support branch objectives with sales and marketing activities and referrals.

Skills

Client relationships

Investment knowledge

Portfolio analysis

Financial planning

Business development

Communication skills

Mandarin

Cantonese

COI collaboration

Education

CIRO Registered Representative licences

Job description

BMO Nesbitt Burns is seeking an Investment Associate to grow client relationships and deliver wealth-management guidance. You will assess client investment needs, provide customized advice, and collaborate with partners to meet financial goals.

The role emphasizes service, referrals, and personalized client experiences. The position requires CIRO licensing eligibility, 5+ years in wealth management, and strong ability to develop client relationships with HNW clients.