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 • Robust 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. #J-18808-Ljbffr

📌 BMO Wealth Associate for High-Net-Worth Clients (Winnipeg)
🏢 BMO
📍 Winnipeg