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
- Robust organization, communication, and relationship-building skills

Bring CIRO licensing, investment knowledge, and client service skills to support BMO Nesbitt Burns Investment Advisors and clients.

📌 Licensed Wealth Management Client Associate (Oakville)
🏢 Bank N.a.
📍 Oakville