BMO Financial Group Wealth Management Associate in Quebec, Quebec
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.
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 https://jobs.bmo.com/ca/en.
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.
BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.