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Investment Associate

2 months ago

Toronto, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled and experienced Investment Associate to join our team at BMO. As an Investment Associate, you will play a key role in providing professional investment advice and services to our clients, building strong relationships, and driving business growth.

Key Responsibilities
  • Assess client investment needs and provide customized investment advice and solutions.
  • Build and maintain strong relationships with clients, understanding their financial goals and objectives.
  • Develop and implement investment strategies, managing client portfolios and ensuring optimal returns.
  • Collaborate with internal partners to expand business relationships and identify new opportunities.
  • Stay up-to-date with market trends, regulatory requirements, and industry developments to provide expert advice to clients.
  • Manage client communications, ensuring timely and effective delivery of investment information and updates.
  • Contribute to the development of business strategies and plans, aligning with BMO's overall goals and objectives.
Requirements
  • Minimum 5 years of relevant experience in investment management or a related field.
  • Strong knowledge of Canadian securities laws and regulations.
  • Registration as a Registered Representative (RR) with the IIROC.
  • Excellent communication, interpersonal, and problem-solving skills.
  • Ability to work independently and as part of a team.
  • Strong analytical and technical skills, with proficiency in financial software and systems.
What We Offer

BMO offers a competitive salary, comprehensive benefits package, and opportunities for professional growth and development. As a member of our team, you will have access to ongoing training, mentorship, and support to help you succeed in your role.

We are committed to creating a diverse and inclusive work environment that values and respects the contributions of all employees. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.