Join BMO as an Investment Associate, where you'll cultivate client relationships and offer expert investment advice. Excel in a role focused on understanding client needs and financial goals.As part of the Wealth Sales & Service team, you will assess client investment requirements and deliver tailored recommendations. Collaboration with advisors and active engagement in business development will be crucial for achieving successful client outcomes. You will work to ensure exceptional service delivery and client satisfaction.Key Responsibilities:Build and nurture long-term client relationshipsEducate clients about investment strategies and risksPrepare financial plans and investment proposals for clientsCollaborate with internal partners for growth initiativesMonitor service performance and compliance with regulationsRequirements:At least 5 years of experience in investment servicesIn-depth analytical and problem-solving skillsStrong verbal and written communication abilitiesLicensure and certifications as per jurisdictionProven success in client relationship managementBring your skills in wealth management to help clients navigate their financial futures at BMO.

📌 Bmo Wealth Management Investment Associate (Calgary)
🏢 Bank of Montreal
📍 Calgary