Investment Associate, Bmo Nesbitt Burns

BMO Nesbitt Burns

Vancouver, BC, Canada
Base: $42,500 - $78,900; bonus/equity: commission ...
Client investment needs assessment
Portfolio review preparation and execution
Wealth plan recommendation delivery
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 requires proactive engagement in sales, business development, and marketing activities including telephone prospecting, seminars, and community networking.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

This role is committed to managing and growing client relationships through the delivery of professional service and customized investment advice.

Salary

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

Skills & Requirements

Must-have

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

Nice-to-have

  • Creative problem solving skills
  • Strong networking and community engagement
  • Collaborative team partnership approach
  • Proactive marketing campaign execution

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