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Investment Associate – BMO Nesbitt Burns
| Company | Bank of Montreal |
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| Location | Calgary, AB, Canada |
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| Salary | $41600 – $77000 |
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| Type | Full-Time |
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| Degrees | |
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| Experience Level | Senior |
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Requirements
- Advanced knowledge of investment processes and procedures.
- Proactively and professionally provides assistance to IA(s) in order to meet client needs, develop and execute business strategy and business planning.
- Capable of acting independently with defined client segments on behalf of IA(s) to implement and manage wealth management strategies.
- Knowledge of portfolio construction and management.
- Knowledge of Insurance products in order to know when to refer clients to insurance specialist.
- Knowledge of Financial Planning in order to assist clients.
- Ability to identify appropriate investment strategies based on client needs.
- Comprehensive knowledge and understanding of client needs.
- Proactive business development and strong sales and marketing skills.
- Strong business and community network of a diverse group of potential clients.
- Outstanding interpersonal skills with the ability to relate to a wide variety of individuals.
- A high degree of integrity and honesty in all client interactions.
- Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
- Fulfills client sales and service activities in compliance with regulatory requirements.
- Maintains the confidentiality of client information.
- Adheres to internal risk mitigation policies and industry rules/regulations.
- Thinks creatively and proposes new solutions.
- Exercises judgment to identify, diagnose, and solve problems within given rules.
- Works mostly independently.
Responsibilities
- Build trust and strong client relationships.
- Determine individual investment needs and provide professional, customized advice to ensure client’s financial goals are met.
- Develop long-term relationships with clients based on the Investment Teams’ commitment to provide the best available wealth planning and investment advice.
- Assist in building a profitable business and obtaining net new assets in partnership with the Senior IA and other Investment Associates.
Preferred Qualifications
No preferred qualifications provided.
