Join BMO Nesbitt Burns as a Client Service Associate, specializing in Wealth Management in Toronto, Ontario. This role emphasizes client relationship growth and investment administration. In this position, you will assist Investment Advisors and support daily private wealth operations.

Develop lasting client relationships through exceptional service, manage trading requests, and ensure smooth financial planning execution. Collaborate within a strong team culture focused on professional growth and superior client outcomes. Key Responsibilities:

- Book meetings and prepare materials for new prospects
- Coordinate marketing initiatives for the advisory team
- Assist with client complaints and account maintenance
- Monitor client transactions and follow-up requests
- Maintain documentation in compliance with regulations Requirements:
- 3-5 years of experience in private wealth or finance
- CIRO Investment Representative registration required
- Proficiency in investment processes and compliance practices
- Robust analytical and problem-solving skills
- Experience with trading support systems is a plus Engage effectively with clients and contribute to BMO's legacy of trusted investment services.

📌 BMO Client Service Associate - Wealth Management (Toronto)
🏢 BMO
📍 Toronto