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Wealth Management Associate

Montreal, QC
Full Time
14 hours ago
1501 McGill College Avenue

Job Family Group:
Wealth Sales & Service

BMO Private Client is currently seeking an individual to join our Private Client team in Quebec. This role will support Investment Advisors and/or Private Bankers in servicing and maintaining client relationships.

This position is ideal for someone who is passionate about wealth management and is eager to learn and grow in a wealth management environment.

The Associate will be responsible for providing overall support to the private wealth management team. Responsibilities include supporting the opening and onboarding of client accounts, as well as assisting associates and portfolio managers in achieving a high level of service to partners, prospects and clients.

Primary Responsibilities:
  • Promote a client-centric culture to deepen client relationships and leverage the firm's relationships, systems and knowledge more broadly.
  • Creating and maintaining client plans.
  • Manage and complete customer account opening and correction processes with all parties involved.
  • Distribute client documentation to all relevant internal partners
  • Support portfolio managers in portfolio management related activities.
  • Assist in meeting internal and external compliance standards
  • Provide administrative support to the Private Client team with respect to onboarding and portfolio management activities.
  • Understand how the firm's risk appetite and risk culture should be reflected in day-to-day activities and decisions.

  • Relevant work experience and/or certification in a related field, or equivalent combination of education and experience.
  • Knowledge of the Canadian Securities Course and the Standards of Conduct Handbook.
  • Holds the Financial Planning designation (IQPF) or is registered in the program
  • Specialized knowledge acquired through education or work experience
  • Extensive oral and written communication skills.
  • Strong collaboration and teamwork skills
  • Strong analytical and problem solving skills.
  • Ability to influence

We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.
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