Investment Associate

A 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.

Responsibilities

• Partners with lead advisor(s) to build and nurture relationships with COI’s and business partners; working collaboratively within the team and with internal partners to identify opportunities for growth and deliver on client needs
• Supports clie...