Support BMO Nesbitt Burns clients with investment accounts, trade processing, and personalized service in this client-facing, IR-licensed position.

As a Client Service Associate, you will partner with Investment Advisors within BMO Private Wealth’s team-based wealth management model. You will manage client account activity, execute client-initiated trades, and help address individual investment needs. The work includes portfolio reviews, account maintenance, transfers, and regulatory documentation.

Key Responsibilities:

- Build trusted relationships with investment and account clients
- Accept and execute client-initiated trades by phone or in person
- Coordinate portfolio reviews, materials, scheduling, and follow-up
- Manage account openings, transfers, transactions,



and money movements
- Resolve service, account, and technology-related client issues

Requirements:

- Current Investment Representative licensing with CIRO
- Typically three to five years of relevant experience
- Solid knowledge of investment products and trade processing
- Understanding of wealth management regulatory and compliance requirements
- Strong organization, communication, and relationship-building skills

Bring investment knowledge, client service expertise, and careful account management to BMO Nesbitt Burns Investment Advisor teams.

📌 Investment Representative Client Service Associate (Canada)
🏢 BMO
📍 Canada