Job Description
Become an Investment Associate at BMO, dedicated to delivering customized financial advice and exceptional client service. Your role will support client growth through proactive engagement.
In this position, you will be instrumental in developing and maintaining client relationships, addressing investment needs with expertise. With a minimum of five years in a similar role, you will contribute to team goals through sales initiatives and by performing efficient portfolio reviews. Your collaborative approach will ensure aligned efforts with BMO partners and the community.
Key Responsibilities:
• Engage in proactive sales and marketing strategies
• Prepare and conduct client portfolio reviews
• Address complex client inquiries and provide solutions
• Build relationships with internal and external stakeholders
• Support the training of new team members
Requirements:
• At least five years of relevant experience
...
In this position, you will be instrumental in developing and maintaining client relationships, addressing investment needs with expertise. With a minimum of five years in a similar role, you will contribute to team goals through sales initiatives and by performing efficient portfolio reviews. Your collaborative approach will ensure aligned efforts with BMO partners and the community.
Key Responsibilities:
• Engage in proactive sales and marketing strategies
• Prepare and conduct client portfolio reviews
• Address complex client inquiries and provide solutions
• Build relationships with internal and external stakeholders
• Support the training of new team members
Requirements:
• At least five years of relevant experience
...
Job Details
- Location bedford, ns
- Job Type Full-time
- Category Finance
- Posted Date June 06, 2026
- Application Deadline July 16, 2026