Investment Associate, Nesbitt Burns Private Wealth
Job Description
Description
Application Deadline:
08/04/2025
Address:
30 St. Clair Avenue West
Job Family Group:
Wealth Sales & Service
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, BMO partners and the community to build relationships and deliver the desired customer experience. Cantonese and/or Mandarin language skills and completion of the Chartered Professional Accounting (CPA) designation are an asset. As this role contributes to the overall success of the Investment Advisors portfolio, you may be entitled to additional discretionary compensation.
- Partners with others to develop business relationships with existing clients.
- Collaborates with internal partners to expand business relationships with existing clients.
- Schedules and helps prepare client portfolio reviews including setting up client calls, scheduling meetings, preparing reviews and completes all required record keeping.
- Contacts clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced as required.
- Escalates complex or unresolved client situations and complaints.
- Executes work to deliver timely, accurate, and efficient service.
- Prepares financial plans for clients to meet common financial goals, e.g., retirement.
- Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
- Assists in creating new investment portfolios and identifies changes to be made.
- Assesses fees, determines overall household fees and coordinates with internal partners as applicable.
- Manages the efficient and effective running of the support office; trains new team members and branch support staff.
- Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
- Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
- Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.
- Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
- Supports the development and execution of the business strategy and business planning activities.
- Fulfills client sales and service activities in compliance with regulatory requirements.
- Maintains the confidentiality of client and
Company
BMO Financial Group
Location
Toronto
Country
Canada
Salary
100.000
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