Investment Advisor, Nesbitt Burns

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The successful candidate will be responsible for business development and client base expansion within the Asian community on the South Shore of Montreal area, with a focus on building long-term relationships and growing assets under management.

A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners a...