Client-Focused Portfolio Associate

Posted 4 days ago

bank of montrealScottsdale (AZ)

Securities, Commodities, and Financial Services Sales AgentsPortfolio Management and Investment Advice

SENIORITY

Junior

About the role

Bank of Montreal in Scottsdale seeks an Associate for Wealth Sales & Service to support Portfolio Managers and client relationships. You will handle account administration, client service, and proactive communication, collaborating on IPSs and onboarding. The role involves year-end planning support, reporting, and financial planning deliverables, with opportunities to grow toward CFP/CFA/MBA credentials. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.