Support wealth management clients at BMO Nesbitt Burns using Investment Representative licensing, trade processing, and personalized service. Work directly with clients and Investment Advisors.

As a Client Service Associate, you will support an Investment Advisor team within BMO Private Wealth. Build client relationships while managing investment accounts, executing client-initiated trades, and supporting portfolio reviews. Your work connects clients with responsive service and broader Wealth solutions.

Key Responsibilities:

- Partner with Investment Advisors on daily advisory practice management
- Execute client-initiated trades by phone or in person
- Manage account openings, maintenance, transfers, and money movements
- Coordinate portfolio reviews, materials,



scheduling, and follow-up
- Resolve client service, account, and technology-related issues

Requirements:

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

Bring licensed trade execution, account management, and client service expertise to BMO Nesbitt Burns wealth management.

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