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Investment Associate, Private Wealth
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We are seeking a highly skilled and experienced Investment Associate to join our Private Wealth team at BMO. As an Investment Associate, you will play a key role in providing exceptional client service and building long-term relationships with our high net worth clients.
Key Responsibilities- Assess individual client investment needs and provide customized investment advice and sales support.
- Build and maintain strong relationships with clients, understanding their financial goals and objectives.
- Develop and implement investment strategies that meet client needs and risk tolerance.
- Collaborate with internal partners to expand business relationships and identify new opportunities.
- Stay up-to-date on market trends and economic conditions to provide informed investment advice.
- Meet or exceed sales targets and revenue goals.
- Provide exceptional client service and support, responding to client inquiries and resolving issues in a timely manner.
- Work closely with other teams, such as marketing and product development, to stay informed about new products and services.
- Participate in ongoing training and professional development to stay current on industry trends and best practices.
- Minimum 5 years of experience in a related field, such as investment banking, financial planning, or wealth management.
- Strong knowledge of Canadian securities laws and regulations.
- Registration as a Registered Representative (RR) with the Investment Industry Regulatory Organization of Canada (IIROC).
- Compliance with mandatory IIROC Continuing Education Program requirements.
- Specialized knowledge from education and/or business experience.
- Excellent verbal and written communication skills.
- Strong analytical and problem-solving skills.
- Ability to work independently and as part of a team.
BMO offers a competitive salary and bonus structure, as well as a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans. We also offer opportunities for professional development and advancement within the company.
We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced professional looking for a challenging and rewarding role, please submit your application.
