Investment Associate, BMO Nesbitt Burns
Posted by BMO • Vancouver, British Columbia, Canada
About the Role
Application Deadline:
03/04/2026Address:
595 Burrard StreetJob Family Group:
Wealth Sales & ServiceA 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 and the community to build relationships and deliver the desired customer experience.
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