Business Development Associate, Private Wealth Management

6 days ago


Hamilton, Ontario, Canada BMO Full time
Job Overview

We are seeking a highly skilled Business Development Associate to join our team at BMO Financial Group. This role is ideal for an individual who is passionate about building strong relationships and driving business growth.

Key Responsibilities
  1. Schedule and coordinate client portfolio reviews with Investment Advisors, ensuring timely preparation and execution of reviews.
  2. Manage day-to-day administrative tasks, including account maintenance, new accounts setup, and resolving client inquiries in a prompt and professional manner.
  3. Develop and maintain strong working relationships with clients, advisors, and internal stakeholders to ensure exceptional customer service and support.
  4. Analyze data and provide insights to inform business decisions, driving revenue growth and profitability.
  5. Conduct research and stay up-to-date on industry trends, market developments, and regulatory changes to enhance knowledge and skills.
Requirements
  • A minimum of 3-5 years of experience in a related field, preferably in wealth management or financial services.
  • Advanced knowledge of investment processes, procedures, and products.
  • Excellent communication, interpersonal, and analytical skills.
  • Ability to work effectively in a fast-paced environment and adapt to changing priorities.
  • Strong organizational and time management skills, with a focus on attention to detail and accuracy.
Salary and Benefits

The estimated salary for this position is between $55,000 and $75,000 per year, depending on qualifications and experience. In addition to a competitive salary, BMO offers a comprehensive benefits package, including health insurance, retirement savings plans, and opportunities for career growth and development.



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