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 cooperative team.
You will support client portfolio reviews, coordinate meetings, and ensure regulatory compliance while building trusted client relationships
#J-18808-Ljbffr
📌 Private Wealth Client Services Associate (Toronto)
🏢 BMO
📍 Toronto