Support BMO Investment Advisors onsite in Waterloo using CIRO licensing, investment administration, and client relationship skills. This role requires current Investment Representative licensing.The Client Service Associate supports Investment Advisors, advisory teams, and branch operations with daily administration. You will deliver client service, coordinate meetings, and manage account requests. The work includes portfolio reviews, trades, documentation, and relationship support.Key Responsibilities:
Support Investment Advisors with daily administration and client serviceBook prospect meetings and prepare introductory packagesSchedule portfolio reviews, calls, and client meetingsProcess account openings, transfers, trades, and fund movementsMaintain client databases,



files, reports, and regulatory documentationRequirements:
Current Investment Representative licensing with CIROTypically three to five years of relevant experienceAdvanced investment process and administrative procedure knowledgeKnowledge of compliance practices, regulations, and trade processing rulesGood communication, organization, collaboration, and analytical skillsBring CIRO licensing, investment administration, and client service expertise to BMO’s onsite Waterloo wealth sales team.
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📌 Bmo Investment Representative Associate (Winnipeg)
🏢 BMO
📍 Winnipeg