Support personalized wealth management at BMO Nesbitt Burns through client service, investment accounts, and client-initiated trade execution. This client-facing role is based at 419 King Street W, Suite 301.As a Client Service Associate, you will support Investment Advisors within BMO Private Wealth’s integrated wealth management model. The role combines relationship building, account administration, trade processing, portfolio review preparation, and responsive service. You will work directly with clients while coordinating with BMO partners and colleagues across broader Wealth solutions.Key Responsibilities:Partner with Investment Advisors on client relationships and advisory practice managementExecute client-initiated trades by phone or in personManage account openings, maintenance, transfers, transactions,



and money movementsPrepare portfolio reviews, materials, meetings, and follow-up itemsResolve service, account, and technology-related client issuesRequirements:Current Investment Representative licensing with CIROTypically three to five years of relevant experienceKnowledge of investment products, trade processing, and client accountsUnderstanding of wealth management regulatory and compliance requirementsStrong organization, communication, and relationship-building skillsBring CIRO licensing, investment knowledge, and client relationship skills to BMO Nesbitt Burns’ wealth management team.#J-18808-Ljbffr

📌 Investment Representative Client Service Associate (Winnipeg)
🏢 BMO Nesbitt Burns
📍 Winnipeg