Associate Investment Advisor - Nesbitt Burns

BMO

Montreal, QC, Canada
Base: $41,600.00; bonus: eligible for monthly disc...
Client relationship management
Investment strategy execution
Portfolio review preparation
This role is committed to managing and growing client relationships through the delivery of service and professional investment advice

Job Summary

  • This role is committed to managing and growing client relationships through the delivery of service and professional investment advice.
  • The position involves preparing financial plans for clients to meet common goals such as retirement and executing investment concepts.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance incentives.

Matching Summary

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

Salary

Base: $41,600.00; Bonus: Eligible for monthly discretionary bonus; 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 skills
  • Proactive networking abilities
  • Team collaboration mindset
  • Data visualization support
  • Community engagement experience

Key Requirements

  • Minimum 5 years relevant experience
  • Canadian Securities Course certification
  • Conduct and Practices Handbook knowledge
  • Registered Representative (RR) registration
  • Wealth Management Essentials course completion

Work Rights

Not specified

Tailored Resume

Cover Letter