Join BMO Nesbitt Burns as an Investment Associate dedicated to delivering exceptional client service and investment advice. This role emphasizes building long-term relationships while navigating complex financial landscapes. In this position, you will work closely with clients to assess their unique investment needs and develop personalized strategies that help achieve their financial objectives.

Your team-oriented efforts with lead advisors and internal partners will create opportunities for growth, while your analytical skills will enhance portfolio management and service delivery. Key Responsibilities:
Collaborate with lead advisors on client relationship management
Conduct investment research and prepare portfolio reviews




Develop and maintain comprehensive financial plans
Engage in proactive sales and community networking
Manage regulatory compliance and risk mitigation Requirements:
At least 5 years of relevant experience in investing
Required financial planning designation (IPF)
CIM or CFA certification preferred
Robust analytical, communication, and collaboration skills
Ability to work independently in a team-oriented workplace Deliver knowledgeable and tailored investment strategies while contributing to BMO’s mission of growth and client success.

📌 Client Focused Investment Associate Bmo Montreal
🏢 BMO
📍 Montreal