Investment Associate

BMO Financial Group

Unknown, Unknown, Canada
Base: $40,300.00 - $74,900.00; bonus/equity: commi...
Client-focused investment advice delivery
Proactive sales and business development
Portfolio review and financial planning execution
This role is committed to managing and growing client relationships through the delivery of professional service and customized investment advice

Job Summary

  • This role is committed to managing and growing client relationships through the delivery of professional service and customized investment 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 alongside performance-based incentives.

Matching Summary

This role is committed to managing and growing client relationships through the delivery of professional service and customized investment 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-focused investment advice delivery
  • proactive sales and business development
  • portfolio review and financial planning execution

Nice-to-have

  • creative problem solving skills
  • collaborative team environment
  • exceptional client experience focus

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter