Investment Associate, Private Wealth

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A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, with BMO partners, and in the community to build relationships that actively support new asset acquisition and the retention of existing client relationships. Cantonese language skills are an asset.