Support wealth clients at BMO Nesbitt Burns through investment servicing, trade processing, and personalized relationship management in a client-facing role.
As a Client Service Associate, you will support Investment Advisors within BMO Private Wealth’s collaborative wealth management model. The role combines client relationship management, client-initiated trades, account activity, portfolio reviews, and responsive service. Current Investment Representative licensing with CIRO is required for this position.
Key Responsibilities: Partner with Investment Advisors on daily advisory practice management
Build trusted relationships and respond to client account needs
Accept and execute client-initiated trades within licensing scope
Coordinate portfolio reviews, materials, scheduling,



and follow-up
Maintain accounts, documentation, transactions, and regulatory updates
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 client service skills
Apply investment knowledge, CIRO licensing, and relationship-building skills while supporting personalized wealth management service at BMO Nesbitt Burns.

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📌 Investment Representative Client Service Associate (Ontario)
🏢 Bank N.a.
📍 Ontario