Become an Investment Associate at BMO, focused on managing client relationships and providing personalized investment advice. Leverage your expertise in portfolio management and wealth strategies to help clients achieve their financial goals. As a key member of the Wealth Sales & Service team, you'll assess clients' investment needs and deliver tailored advice.

This role emphasizes building long-term client relationships and requires collaboration with internal partners. You will actively engage in sales and business development strategies to grow client portfolios and enhance service delivery. Key Responsibilities:

- Assess individual client investment needs and develop personalized strategies
- Educate clients on investment risks and performance expectations




- Prepare and execute client portfolio reviews and investment proposals
- Collaborate with advisors to identify growth opportunities
- Support the team by managing client databases and compliance activities Requirements:
- Minimum 5 years of relevant experience in finance
- Robust analytical and problem-solving skills
- In-depth verbal and written communication skills
- Licensing requirements for relevant jurisdictions
- Proven ability to build trust and influence clients Utilize your expertise in wealth management and investment strategies to drive client success at BMO.

📌 Client-Focused Investment Associate BMO (Calgary)
🏢 Bank of Montreal
📍 Calgary