Investment Associate, Nesbitt Burns

Bmousbenefits

Montreal, QC, Canada
Base: $42,000.00 - $78,900.00; bonus: monthly disc...
Client investment needs assessment
Portfolio review execution
Sales and business development activities
This role focuses on managing and growing client relationships through the delivery of professional, customized investment advice and service

Job Summary

  • This role focuses on managing and growing client relationships through the delivery of professional, customized investment advice and service.
  • The position requires proactive engagement in sales, business development, and marketing activities to support team growth objectives.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This role focuses on managing and growing client relationships through the delivery of professional, customized investment advice and service.

Salary

Base: $42,000.00 - $78,900.00; Bonus: Monthly discretionary bonus eligible; Benefits: Health, tuition reimbursement, insurance, retirement plans

Skills & Requirements

Must-have

  • Client investment needs assessment
  • Portfolio review execution
  • Sales and business development activities
  • Wealth plan preparation
  • Regulatory compliance adherence

Nice-to-have

  • Proactive networking and community involvement
  • Creative problem solving skills
  • Collaborative team environment
  • Data visualization capabilities
  • Long-term client relationship building

Key Requirements

  • Minimum 5 years of relevant experience
  • Required licensing and certification for jurisdiction
  • Specialized knowledge in finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter