Accounting & Finance

IR-Licensed Wealth Client Service Associate

BMO

Oakville · Ontario · Canada

BMO Nesbitt Burns is seeking a Client Service Associate to join an Investment Advisor team, delivering high-quality wealth management service to clients. The role is client-facing and IR-licensed, handling day-to-day investment and account needs and supporting advisors in delivering personalized service.

You will build trusted client relationships and gain exposure to investments, wealth solutions, and advisory operations while complying with regulatory requirements.

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Reference: WJ-291_12059453

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