Associate, Private Wealth

BMO Financial Group

Base: $42,400; bonus: eligible for monthly discret...
5 years relevant experience
Ciro registered representative licensing
Client relationship management
This role supports high-net-worth clients through personalized advice and long-term relationships within the Nesbitt Burns platform

Job Summary

  • This role supports high-net-worth clients through personalized advice and long-term relationships within the Nesbitt Burns platform.
  • The position involves managing day-to-day administration, coordinating marketing activities, and assisting Investment Advisors with client portfolio reviews.
  • Candidates must adhere to strict risk management frameworks and regulatory requirements while safeguarding client assets and privacy.

Matching Summary

This role supports high-net-worth clients through personalized advice and long-term relationships within the Nesbitt Burns platform.

Salary

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

Skills & Requirements

Must-have

  • 5 years relevant experience
  • CIRO Registered Representative licensing
  • Client relationship management
  • Investment portfolio administration
  • CRIMS software proficiency

Nice-to-have

  • Strong verbal and written communication
  • Analytical and problem-solving skills
  • Experience with client event planning
  • Ability to mentor junior team members
  • Creative solution proposal skills

Key Requirements

  • Minimum of 5 years of relevant experience
  • CIRO Registered Representative licensing required
  • Certification requirements for branch jurisdiction
  • Hands-on experience using CRIMS preferred

Work Rights

Not specified

Tailored Resume

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