Investment Associate at BMO

Elevate client experiences as an Investment Associate with BMO, where you will manage relationships and deliver tailored advice. This role combines client administration and exceptional service.
BMO seeks an Investment Associate to support multiple Investment Advisors in enhancing client relationships. Drawing from 3-5 years of relevant experience, you'll have advanced knowledge of investment processes and be responsible for client inquiries, portfolio reviews, and coordination of marketing initiatives. Your engagement with clients will drive satisfaction and retention, creating lasting partnerships.
Key Responsibilities:
• Schedule meetings and prepare introductory packages for prospects
• Coordinate marketing activities, including social media and events
• Assist in client portfolio reviews and prepare necessary documentation
• Resolve client inquiries, trades, and account maintenance
• Mentor junior staff and support team technology needs
Requirements:
• 3...