Wealth Management Expert

4 days ago


Kingston, Ontario, Canada Bank of Montreal Full time

Job Overview

We are seeking a skilled Investment Associate to join our team at the Bank of Montreal. As an Investment Associate, you will play a key role in building and maintaining client relationships, providing investment advice, and delivering exceptional client experiences.

About the Role

This is an exciting opportunity for a motivated individual who is passionate about wealth management and dedicated to helping clients achieve their financial goals. You will work closely with internal partners to develop business relationships with existing clients and identify new opportunities for growth.

Responsibilities

  1. Partner with other teams to develop and implement business strategies that meet client needs and drive revenue growth.
  2. Collaborate with internal stakeholders to deliver timely, accurate, and efficient service to clients.
  3. Analyze data and market trends to provide informed investment advice and recommendations to clients.
  4. Develop and maintain strong relationships with clients to ensure long-term loyalty and retention.
  5. Stay up-to-date with industry developments and regulatory requirements to ensure compliance and risk mitigation.

Requirements

  • Minimum 5 years of relevant experience in wealth management or a related field.
  • Registration as a Registered Representative (RR) and completion of the IIROC Continuing Education Program.
  • Specialized knowledge from education and/or business experience.
  • Verbal and written communication skills – in-depth.
  • Collaboration and team skills – in-depth.
  • Analytical and problem-solving skills – in-depth.
  • Influence skills – in-depth.

Benefits

The Bank of Montreal offers a competitive compensation package, including salary, commission, and benefits such as health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.



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