Accounting & Finance

Wealth Advisor: Client Growth & Investment Strategies

BMO U.S

Brossard · Montérégie · Canada

BMO Nesbitt Burns is seeking a client-focused wealth professional in Canada to manage and grow client relationships by delivering tailored investment-related advice, service, and solutions. You will educate clients on investment strategies, risks, and performance expectations while building trust and referrals across the team.

You will collaborate with lead advisors to nurture COI relationships, execute on marketing activities, prepare financial plans, and support growth objectives through

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Reference: WJ-291_11361942

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