Wealth Management Investment Associate

BMO

Toronto

On-site

CAD 42,000 - 92,000

Full time

8 days ago

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Benefits offered by this job

Health insurance

Tuition reimbursement

Life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns is seeking an Investment Associate to focus on growing client relationships and delivering tailored investment advice within a collaborative wealth management team. The role emphasizes understanding client needs, presenting investment concepts, and coordinating with partners across Investment Management, Private Banking, and Wealth Planning.

You will support portfolio reviews, prepare financial plans, and help drive growth while maintaining high standards of client service and

Qualifications

Experience building and nurturing long-term client relationships.
Ability to prepare and present client portfolio reviews with investment recommendations.
Knowledge of wealth management concepts, tax implications, and risk.
Cantonese language skills preferred.
Strong collaboration with lead advisors and partners.

Responsibilities

Partner with lead advisor to build relationships with COIs and business partners.
Support client growth through sales, business development, and marketing activities.
Prepare and execute on client portfolio reviews with reports.
Provide investment advice and support wealth-management offerings.
Escalate complex client issues and ensure timely service.
Assist in developing annual business plans and growth tracking.
Create financial plans to meet goals such as retirement.