Investment Associate, Private Wealth

BMO Financial Group

Toronto, Canada
Base: $42,400 - $78,900; bonus: eligible for month...
Client-focused investment advice delivery
Portfolio review and financial planning execution
Sales prospecting and business development activities
The role is committed to managing and growing client relationships through the delivery of service and customized investment advice

Job Summary

  • The role is committed to managing and growing client relationships through the delivery of service and customized investment advice.
  • Employees will support lead advisors in preparing annual business plans and executing growth objectives through proactive sales and marketing.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance incentives.

Matching Summary

The role is committed to managing and growing client relationships through the delivery of service and customized investment advice.

Salary

Base: $42,400 - $78,900; Bonus: Eligible for monthly discretionary bonus; Benefits: Health, tuition reimbursement, accident/life insurance, retirement plans

Skills & Requirements

Must-have

  • Client-focused investment advice delivery
  • Portfolio review and financial planning execution
  • Sales prospecting and business development activities

Nice-to-have

  • Cantonese language skills asset
  • Creative problem solving capabilities
  • Collaborative team partnership approach

Key Requirements

  • Minimum 5 years relevant experience
  • CIRO Registered Representative licensing
  • Jurisdiction-specific certification requirements

Work Rights

Not specified

Tailored Resume

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