Investment Associate, Private Wealth

Company

Bank of Montreal

Where

Markham, ON, CAN

Level

Junior

Pay stated

$42k–$92k a year

First seen

November 4, 2026

Listed via

Workday

What the posting says

Contacts clients to explain and executes investment concepts, wealth plans, and supports the recommendation and delivery of other wealth management offerings to clients as directed by the lead advisor(s). - Escalates complex or unresolved client situations and complaints. - Executes work to deliver timely, accurate, and efficient service. - Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives. - Prepares financial plans for clients to meet common financial goals, e.g., retirement. - Provides…

Read more and apply on Bank of Montreal's site

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