Private Wealth Associate at BMO

Elevate client service and wealth management at BMO Private Wealth as an Associate in Nesbitt Burns. Support high-net-worth families with tailored investment and banking expertise.

This client-facing Associate role involves assisting Investment Advisors with a variety of tasks to manage and enhance client relationships. You will engage in developing new business opportunities, coordinating marketing activities, and providing exceptional administrative support to achieve operational goals. Strong collaboration and a client-focused mindset are essential for success.

Key Responsibilities:
• Support Investment Advisors in day-to-day client management
• Coordinate client recognition and event planning
• Prepare client portfolio reviews and meeting schedules
• Handle client inquiries regarding accounts and trades
• Maintain accurate and compliant client documentation

Requirements:
• Minimum of 5 years relevant experie...