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Associate Investment Advisor-1700015614

BMO Financial Group

This is a Contract position in Montréal, QC posted September 15, 2017.

Associate Investment Advisor-1700015614 Location: Pointe-Claire Under the direction of the Branch Operations Manager and the Senior IA, this role is responsible for partnering with the IA teams in developing and building the business through profitability, market share and NPS. The primary accountability of this role is to invoke trust and build strong client relationships, determine individual investment needs and provide professional, customized advice to ensure clients financial goals are met. Incumbents are also responsible developing long term relationships with investors based on our commitment to provide the best available investment advice and an exceptional client experience. Depending on the IA/AIA