Licensed client service expertise drives personalized wealth management at BMO Nesbitt Burns in Oakville, supporting investment accounts and client relationships.
As a Client Service Associate, you support Investment Advisors within BMO Private Wealth’s collaborative model. You work directly with clients, execute client-initiated trades, manage account activity, and help deliver responsive investment-related service. The position requires current Investment Representative licensing with CIRO.
Key Responsibilities: Partner with Investment Advisors on daily advisory practice management
Build trusted client relationships for investment and account needs
Execute client-initiated trades by phone or in person
Coordinate portfolio reviews, materials, meetings, and follow-up
Maintain accounts, documentation, transfers, and money movements
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
Solid organization, communication, and relationship-building skills
Bring CIRO licensing, investment knowledge, and client service skills to support BMO Nesbitt Burns Investment Advisors and clients.