Investment Associate, Wealth Sales

4 weeks ago


Calgary, Alberta, Canada BMO Full time

Job Summary:

We are seeking a highly skilled Investment Associate to join our Wealth Sales & Service team at BMO Financial Group. As an Investment Associate, you will be responsible for building trust and strong client relationships, determining individual investment needs, and providing professional, customized advice to ensure clients' financial goals are met.

Key Responsibilities:

  • Partner with senior IA teams to develop and build a profitable business.
  • Build trust and strong client relationships.
  • Determine individual investment needs and provide professional, customized advice.
  • Develop long-term relationships with clients based on the Investment Teams' commitment to provide the best available wealth planning and investment advice.
  • Assist in building a profitable business and obtaining net new assets in partnership with the Senior IA and other Investment Associates.

Requirements:

  • Minimum 5 years of relevant experience and/or certification in a related field of study or an equivalent combination of education and experience.
  • Knowledge of Canadian Securities Course & Conduct and Practices Handbook.
  • Registration as a Registered Representative (RR).
  • Compliance with mandatory CIRO Continuing Education Program requirements.
  • WME must be completed within 30 months of RR License.

What We Offer:

BMO Financial Group offers a competitive salary range of $41,600.00 - $77,000.00, a monthly discretionary bonus, and a comprehensive benefits package, including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

About Us:

BMO Financial Group is committed to an inclusive, equitable, and accessible workplace. We strive to help our customers reach their financial goals and make a positive impact on our communities.



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