Associate

BMO Nesbitt Burns and Private Wealth

Role overview

Responsibilities

• Build relationships with centers of influence, business partners, clients, and prospects.
• Support growth through telephone prospecting, networking, seminars, community involvement, and campaigns.
• Prepare portfolio reviews, reports, client communications, investment research, and proposals.
• Explain investment concepts, wealth plans, portfolio strategies, and other wealth management offerings.
• Prepare financial plans and advise on tax efficiency, legal implications, financial impact, and fees, or involve appropriate partners.
• Escalate complex client situations and complaints; provide timely and accurate service.
• Manage databases and support analysis, forecasting, and data visualization while following data governance standards.
• Assist with investment portfolios, portfolio changes, household fees, and coordination with internal partners.
• Support office operations, train new team members, and track business plans and performance.
• Identify opportunities to improve profitability, share of wallet, client loyalty, and business results.
• Follow regulatory, risk mitigation, confidentiality, and industry requirements.

Requirements

• Provide professional, customized investment-related advice, sales, and service to clients.
• Support client growth objectives through proactive sales, business development, and marketing activities.
• Prepare and execute client portfolio reviews, including meeting preparation, report generation, client communication, and research or proposals as appropriate.
• Prepare financial plans addressing common client goals such as retirement.
• Fulfill client sales and service activities in compliance with regulatory requirements and internal risk policies.
• Maintain confidentiality of client and bank information.