Be part of BMO Wealth as an Investment Advisory Associate, supporting high-net-worth clients with expert advice and dedicated service. Drive exceptional client experiences through effective communication.
Within Nesbitt Burns, you will assist in relationship management by providing tailored investment advice and coordinating various advisory services. This position emphasizes active collaboration with advisors and external stakeholders, performing essential tasks like inquiry handling, reporting, and event organization. Your proactive engagement will be vital in building and maintaining client loyalty.
Key Responsibilities:
• Assist in identifying new business opportunities for the advisory team
• Prepare client portfolio reviews and performance reports
• Facilitate event planning and marketing initiatives
• Address client inquiries related to account management
• Execute trades and monitor asset performance
Requirements:
• Minimum 5 years of client service e...