BMO Private Wealth Associate Role

Enhance client experiences as an Associate at BMO Private Wealth in Nesbitt Burns. This role centers on tailored investment advice and building strong relationships with high-net-worth clients.

BMO Private Wealth seeks an Associate to support Investment Advisors with client relationships. You’ll manage inquiries, coordinate portfolio reviews, and assist in trade processes. Your robust analytical skills will drive business opportunities and enhance client loyalty, delivering exceptional service in wealth management.

Key Responsibilities: • Support development of recent client business opportunities • Coordinate client portfolio review meetings and documentation • Manage incoming client inquiries and requests • Assist with trades and portfolio rebalancing requests • Maintain comprehensive databases and reporting for advisors

Requirements: • Minimum 5 years in wealth management or related field • CIRO Registered Representative licensing required • CRIMS experience preferred • Strong collaboration and written communication skills • Analytical and creative problem-solving skills

Utilize your expertise in wealth management to foster meaningful client relationships at BMO Private Wealth. #J-18808-Ljbffr