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 setting 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 (Oakville)
🏢 Bank of Montreal
📍 Oakville