Licensed Wealth Management Client Associate

Licensed client service expertise drives personalized wealth management at BMO Nesbitt Burns in Oakville, supporting investment accounts and client relationships.

As a Client Service Associate, you support Investment Advisors within BMO Private Wealth’s collaborative model. You work directly with clients, execute client-initiated trades, manage account activity, and help deliver responsive investment-related service. The position requires current Investment Representative licensing with CIRO.

Key Responsibilities:

• Partner with Investment Advisors on daily advisory practice management
• Build trusted client relationships for investment and account needs
• Execute client-initiated trades by phone or in person
• Coordinate portfolio reviews, materials, meetings, and follow-up
• Maintain accounts, documentation, transfers, and money movements

Requirements:

• Current Investment Representative licensing with CIRO
• Typically three to five years of relevant experience
• Knowledge of investment products and trade processing
• Understanding of wealth management regulatory requirements
• Strong organization, communication, and relationship-building skills

Bring CIRO licensing, investment knowledge, and client service skills to support BMO Nesbitt Burns Investment Advisors and clients.