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
- Solid 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.

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