Investment Associate, Bmo Nesbitt Burns

BMO Financial Group

Vancouver, Canada
Base: $42,500 - $78,900; bonus/equity: commission ...
Client relationship management
Investment strategy execution
Portfolio review preparation
The role focuses on managing and growing client relationships through professional investment advice and service delivery

Job Summary

  • The role focuses on managing and growing client relationships through professional investment advice and service delivery.
  • Candidates will collaborate with lead advisors to execute financial plans, conduct portfolio reviews, and identify growth opportunities.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The role focuses on managing and growing client relationships through professional investment advice and service delivery.

Salary

Base: $42,500 - $78,900; Bonus/Equity: Commission structure included; Benefits: Health, tuition, life insurance, retirement plans

Skills & Requirements

Must-have

  • client relationship management
  • investment strategy execution
  • portfolio review preparation
  • wealth plan development
  • regulatory compliance adherence

Nice-to-have

  • proactive business development
  • networking and seminar hosting
  • creative problem solving
  • team collaboration skills
  • data visualization capabilities

Key Requirements

  • Minimum 5 years relevant experience
  • Canadian Securities Course knowledge
  • Registered Representative (RR) license
  • IIROC Continuing Education compliance
  • WME completion within 30 months

Work Rights

Not specified

Tailored Resume

Cover Letter