Investment Associate

BMO

Unknown, Unknown, Canada
Base: $40,300.00 - $74,900.00; bonus/equity: commi...
Client relationship management
Investment strategy execution
Portfolio review preparation
This client-focused role is committed to managing and growing client relationships through the delivery of service and advice

Job Summary

  • This client-focused role is committed to managing and growing client relationships through the delivery of service and advice.
  • The position involves preparing financial plans for clients to meet common goals such as retirement while ensuring regulatory compliance.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

This client-focused role is committed to managing and growing client relationships through the delivery of service and advice.

Salary

Base: $40,300.00 - $74,900.00; Bonus/Equity: Commission structure included; Benefits: Health, tuition reimbursement, life insurance, retirement plans

Skills & Requirements

Must-have

  • Client relationship management
  • Investment strategy execution
  • Portfolio review preparation
  • Sales and business development
  • Regulatory compliance adherence

Nice-to-have

  • Creative problem solving
  • Team collaboration skills
  • Community networking experience
  • Data visualization capabilities

Key Requirements

  • Minimum 5 years relevant experience
  • Canadian Securities Course certification
  • Registered Representative (RR) license
  • Conduct and Practices Handbook knowledge
  • IIROC Continuing Education compliance

Work Rights

Not specified

Tailored Resume

Cover Letter