Investment Associate, Nesbitt Burns

BMO

Montreal, QC, Canada
Base: $42,000.00 - $78,900.00; bonus: eligible for...
Investment advice delivery
Client relationship building
Portfolio review execution
This client-focused role is committed to managing and growing client relationships through the delivery of service and customized investment advice

Job Summary

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

Matching Summary

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

Salary

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

Skills & Requirements

Must-have

  • Investment advice delivery
  • Client relationship building
  • Portfolio review execution
  • Sales and business development
  • Regulatory compliance adherence

Nice-to-have

  • Proactive networking skills
  • Creative problem solving
  • Team collaboration abilities
  • Data visualization experience

Key Requirements

  • Minimum 5 years of relevant experience
  • Must meet licensing and certification requirements
  • Specialized knowledge in finance or related field

Work Rights

Not specified

Tailored Resume

Cover Letter