Contribute to BMO Nesbitt Burns as an Investment Associate focusing on personalized investment strategies and client relationship management in the Private Wealth sector.

BMO Nesbitt Burns seeks a dedicated Investment Associate to enhance client experiences through tailored advice and strategic planning. In this client-facing role, you will assess investment needs, educate clients, and execute effective financial strategies. Work alongside skilled professionals in a collaborative team workplace to foster robust client relationships.

Key Responsibilities: • Deliver personalized service and investment advice • Build trust through effective communication and education • Develop financial plans to address client goals • Support client portfolio management and reviews • Collaborate with internal partners for optimal service

Requirements: • Minimum of 5 years relevant industry experience • CIRO Registered Representative certification required • CFP or PFP qualification advantageous • Advanced analytical and communication skills • Proven ability to work collaboratively in teams

Drive client satisfaction and achieve your professional aspirations at BMO Nesbitt Burns.

📌 Investment Associate at BMO Private Wealth (Winnipeg)
🏢 Bank of Montreal
📍 Winnipeg