BMO Nesbitt Burns in Oakville, Ontario seeks a Client Service Associate to support Investment Advisors, handle day-to-day client needs, and execute client-initiated trades with professional service. This client-facing, IR-licensed role focuses on delivering personalized wealth management assistance.
Candidates typically have 3–5 years of experience and a CIRO Investment Representative license, with robust relationship-building and regulatory knowledge to ensure compliant client outcomes.
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📌 Wealth Management Client Associate (Ontario)
🏢 BMO
📍 Ontario