Investment Associate, BMO Nesbitt Burns
Core
Client-focused role managing and growing client relationships by delivering service, advice, and sales to help clients achieve financial goals.
Role type
Investment Associate (Wealth Sales & Service)
Builds
Long-term client relationships and customized investment portfolios
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment strategy, portfolio construction, sales and business development, client relationship management, financial planning, regulatory compliance
Preferred skills
Telemarketing, community networking, data analysis, risk management
Technologies
Databases, data visualization tools
Responsibilities
Execute sales and marketing activities (prospecting, seminars), prepare client portfolio reviews and financial plans, provide investment advice, manage client databases, support business planning and growth objectives, ensure regulatory compliance
Seniority
Mid-level, hands-on IC