BMO Nesbitt Burns seeks a Client Service Associate to deliver high-quality wealth management support to clients, work directly with clients on daily investment needs, and assist Investment Advisors with personalized service. This client-facing, IR-licensed role offers exposure to investments, wealth planning, and trust services within a team-oriented team.
You will support client portfolio reviews, coordinate meetings, and ensure regulatory compliance while building trusted client relationships
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📌 Private Wealth Client Services Associate (Ontario)
🏢 BMO
📍 Ontario