Wealth Management Investment Associate

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

Job summary

A leading financial services provider in Metro Vancouver is seeking a dedicated professional to manage and grow client relationships in a wealth sales role. Your responsibilities will involve assessing client needs, providing tailored investment advice, and collaborating with partners to enhance service delivery. Ideal candidates will have a minimum of 5 years' experience, relevant certifications, and strong communication skills. The role offers a competitive salary range and comprehensive benefits package to support your career development.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

• Minimum 5 years of relevant experience in a client-focused role.
• Certification in related field of study or equivalent combination of education and experience.
• Compliance with mandatory IIROC Continuing Education Program requirements.

Responsibilities

• Manage and grow client relationships through service and advice.
• Conduct portfolio reviews and prepare financial plans for clients.
• Collaborate with internal and external partners to meet client needs.

Skills

Verbal & written communication skills

Collaboration & team skills

Analytical and problem-solving skills

Influence skills

Education

Canadian Securities Course & Conduct and Practices Handbook

Registered Representative (RR)

Job description

A leading financial services provider in Metro Vancouver is seeking a dedicated professional to manage and grow client relationships in a wealth sales role. Your responsibilities will involve assessing client needs, providing tailored investment advice, and collaborating with partners to enhance service delivery. Ideal candidates will have a minimum of 5 years' experience, relevant certifications, and strong communication skills. The role offers a competitive salary range and comprehensive benefits package to support your career development.