Join BMO Private Wealth as an Associate, focusing on high-net-worth clients and personalized investment strategies. Support Investment Advisors by providing exceptional client service and managing relationships.

The role centers around assisting Investment Advisors at BMO’s Nesbitt Burns. With a client-focused mindset, you'll engage in building and managing long-term relationships through tailored advice and proactive service. Key responsibilities include coordinating marketing efforts, scheduling client meetings, and addressing inquiries efficiently.

Key Responsibilities:
• Assist in organizing client events and seminars
• Support lead advisors with relationship management
• Schedule portfolio reviews and client calls




• Handle account maintenance and client inquiries
• Manage databases and client records effectively

Requirements:
• Minimum 5 years of relevant experience
• Registered Representative licensing with CIRO required
• Preference for hands-on experience using CRIMS
• Solid verbal and written communication skills
• In-depth analytical and problem-solving abilities

Deliver high-touch client service while developing lasting, impactful relationships at BMO Private Wealth.
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📌 BMO Wealth Associate for High-Net-Worth Clients (Ontario)
🏢 BMO
📍 Ontario