Application Deadline: 08/17/2026 Address: 360 Oakville Place Drive Job Family Group:Wealth Sales & Service BMO Private Wealth is centered on long term client relationships. We support high net worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within Nesbitt Burns, the full service investment advisory platform within Private Wealth, supporting high net worth clients through personalized advice and long term relationships. This role supports one or more Investment Advisors (IAs) and IA Team and staff, and Private Wealth branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role,



committed to managing and growing client relationships through the delivery of service and advice.Supports with development of current business opportunities where applicable (ex. organizing of client events, seminars etc.) Books meetings with new prospects and prepares introductory package for the prospect/referral. Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events. Supports lead advisor(s) with client loyalty building (ex. client recognition activities/milestones) Plays an active role in supporting the lead IA(s) as directed with client relationship management. Collaborates with internal and external stakeholders to deliver on business objectives. Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA. Follows up on client inquiries,

📌 Associate, Private Wealth (Oakville)
🏢 BMO Financial
📍 Oakville