Investment Associate, Private Wealth Professional

3 days ago


Kingston, Ontario, Canada Bank of Montreal Full time
Wealth Management Career Opportunity

As a skilled Investment Associate, you will play a vital role in providing expert advice and guidance to our clients. Your primary responsibility will be to assess individual client investment needs and develop customized investment strategies to help them achieve their financial goals. This involves building trust with clients, educating them on investment strategies, associated risks, and performance expectations. You will also collaborate with internal partners to expand business relationships with existing clients and identify new opportunities for growth.

Your day-to-day tasks will include partnering with colleagues to develop business relationships with existing clients, scheduling and preparing client portfolio reviews, and ensuring portfolios are rebalanced as required. You will also escalate complex or unresolved client situations and complaints, while executing work to deliver timely, accurate, and efficient service. Additionally, you will prepare financial plans for clients to meet common financial goals, such as retirement, and provide appropriate advice around tax efficiency, legal implications, financial impact, and fees involved.

To succeed in this role, you must have a strong understanding of the wealth management industry and be able to analyze complex data to inform your decisions. You will also need to possess excellent communication and collaboration skills, as well as the ability to think creatively and propose new solutions. If you have a passion for delivering exceptional client experiences and driving business growth, we encourage you to apply for this exciting opportunity.

About the Role

This is an excellent opportunity for someone looking to build a career in wealth management. As an Investment Associate, you will have the chance to work with a talented team of professionals who are dedicated to helping clients achieve their financial goals. In addition to a competitive salary, you will also receive comprehensive training and development opportunities to help you succeed in this role. So if you're looking for a challenging and rewarding career, we encourage you to apply for this position today.

Key Responsibilities
  • Assess individual client investment needs and develop customized investment strategies
  • Collaborate with internal partners to expand business relationships with existing clients
  • Partner with colleagues to develop business relationships with existing clients
  • Schedule and prepare client portfolio reviews
  • Ensure portfolios are rebalanced as required
  • Escalate complex or unresolved client situations and complaints
  • Deliver timely, accurate, and efficient service
  • Prepare financial plans for clients to meet common financial goals
  • Provide appropriate advice around tax efficiency, legal implications, financial impact, and fees involved


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