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Added 7 mins ago
IF
Security Solutions Architecture Advisor
iA Financial Group
Montreal, QC · Quebec, QC
- Full-time
Join our Data Protection team as a Solution Architect. You will play a key role in defining and evolving solutions designed to protect iA’s sensitive information throughout its lifecycle.
Added 7 mins ago
BC
Millwright Mechanic
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Abbotsford, BC
- Full-time
Ability to work independently without supervision while meeting or exceeding goals and objectives set out by management.
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BC
Industrial Electrician
Bigfoot Crane
Abbotsford, BC
- Full-time
Ability to work independently without supervision while meeting or exceeding goals and objectives set out by management
Added 7 mins ago
A
Représentant (e) du service à la clientèle / Representative Client Service
ADP
Montreal, QC
- Full-time
Aptitudes pour l’écoute active et solides compétences en communication à l’oral et à l’écrit, pour recevoir, interpréter et communiquer l’information de façon claire et concise
Added 7 mins ago
NC
Manager, Military Integration and Coordination
NAV CANADA
Ottawa, ON
- Full-time
…of Flexible Use of Airspace (FUA), drives national airspace-management initiatives, and influences the future integration of military requirements into Canada’s air navigation…
Added 22 mins ago
C
Account Manager (Spanish Speaker)
CloudTalk
Toronto, ON
- Full-time
…directly to your clients' KPIs. Position yourself as a trusted advisor - not just a vendor contact - and build durable relationships with decision makers and executive…
Added 22 mins ago
PT
Service Advisor
Premier Truck Group
Steinbach, MB
- Full-time
Verify customer contact information and method of payment including credit authorization.
Added 22 mins ago
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Sales Advisor IV - Yorkdale Shopping Centre Spaces
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Toronto, ON
- Full-time
As a Sales Advisor IV, you will be an integral member of our field sales organization, building relationships with prospective customers and expanding the Rivian community. You will manage…
Added 22 mins ago
M
Senior Acquisition Consultant
Manulife
Toronto, ON
- Full-time
This is more than a recruiting role, it's an opportunity to serve as a trusted talent advisor to business leaders. As a Talent Acquisition Consultant, you will partner closely with hiring…
Added 22 mins ago
Director Talent Acquisition
Sonepar
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Act as an advisor to senior leaders on talent availability, competitive market conditions, sourcing strategies, hiring risks, and recruitment investment decisions.
Added 37 mins ago
HI
Commercial Insurance Advisor
HUB International
Emerald Park, SK
- Full-time
The Commercial Insurance Advisor is required to develop new business relationships and insurance solutions for prospects & clients along with other available products to prospective and…
Added 37 mins ago
M
RQ11527 - Middleware Specialist - Senior
Maarut
Toronto, ON
- Contract
Knowledge and understanding of Information Management
Added 52 mins ago
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AutoCAD Technician Building Science & Sustainability Group
Pinchin in Canada
Mississauga, ON
- $55,000 to $65,000 CAD / year
- Full-time
Current employees are encouraged to speak with their HR Advisor for information on the application process.
Added 52 mins ago
FR
Service Advisor
Fraserway RV
Abbotsford, BC
- Full-time
Fraserway RV is looking for a Service Advisor to be the connection between our customers and our service team. You'll help customers understand what their RV needs, coordinate repairs with…
Added 52 mins ago
WHS Specialist
Amazon
Ottawa, ON
Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all levels of the organization. Foster…
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Automotive Parts Advisor
Pfaff Automotive Partners Inc.
Bolton, ON
- Full-time
…organization? Bolton Ford is looking for an experienced Parts Advisor to join our team, with previous Ford dealership and Ford parts experience strongly…
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Claims Advisor Property
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Cambridge, ON
Join our Claims team as a Property Claims Advisor, where you’ll play an important role in supporting customers when they need us most. You’ll independently manage a portfolio of primarily…
Added 1 hour ago
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Sustainability Specialist
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…FirstService Energy works as an integrated extension of the property management team. By combining energy expertise with the day-to-day operational knowledge of FirstService Residential, we…
Added 1 hour ago
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Associate Director, Search
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Toronto, ON
- Full-time
Act as a trusted advisor on paid social and activation strategy
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Lifecycle Asset Data Lead - Buildings
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Toronto, ON
- Full-time
Act as an advisor to building owners, facility managers and operations teams on asset data strategy; bridging knowledge of engineering, asset management and facility operations; and…
Added 1 hour ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
As a Senior Investment Funds Advisor, you’ll play a crucial role in managing and expanding an established client portfolio, supporting their financial goals while growing our client base.…
Added 1 hour ago
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Senior Group Manager, Audit (ATH 1146)
TD
Toronto, ON
- Full-time
Act as lead audit advisor to management and respective teams for area of specialization. Report on emerging trends, identifying issues and opportunities and recommending action to senior…
Added 1 hour ago
MI
Director - Subadvisory Relationships
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Toronto, ON
- Full-time
…the Canadian retail landscape, including the role of a sub-advisor and product vehicle trends to understand how to prioritize growth opportunities with subadvisory…
Added 1 hour ago
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Director, Intraday Liquidity Risk Oversight
BMO
Toronto, ON · FCP
- Full-time
Develops and manages comprehensive information management systems; designs and/or leads initiatives to improve processes, analysis and reporting.
Added 1 hour ago
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Manager, Digital Strategy & Insights
BMO
Toronto, ON · BMOPLACE
- Full-time
Provides expertise in the design, development, management and implementation of assigned strategic initiatives from business case development through to execution. Develops business goals…

BMO

Associate

Toronto, ON, Canada
FCP, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 11, 2026
Experience: Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Oct 30, 2026

Original job description

Application Deadline:

11/10/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

About BMO Nesbitt Burns & BMO Private Wealth

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.

Partners with lead advisor(s) to build and nurture relationships with COI’s and business partners; working collaboratively within the team and with internal partners to identify opportunities for growth and deliver on client needs
Supports client growth objectives set by team/lead advisor by proactively engaging in sales, business development and marketing activities including, but not limited to, telephone prospecting, community, networking, seminars, campaigns.
Prepare and executes on client portfolio reviews as directed by the lead advisor including meeting preparation, report generation, client communication and conducting investment research or generating proposals as appropriate.
Provides advise to clients. 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 appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.
Collaborates with internal and external stakeholders to deliver on business objectives.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Assists in creating new investment portfolios and identifies changes to be made.
Assesses fees, determines overall household fees and coordinates with internal partners as applicable.
Manages the efficient and effective running of the support office; trains new team members and branch support staff.
Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.
Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
Supports the development and execution of the business strategy and business planning activities.
Fulfills client sales and service activities in compliance with regulatory requirements.
Maintains the confidentiality of client and Bank information.
Adheres to internal risk mitigation policies and industry rules/regulations.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
The range below reflects the BMO enterprise range. The expected pay range for this position is: $35,000 - $42,000. This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to 2.5X

This job posting is for a current vacancy.

Salary:

$42,000.00 - $92,000.00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The associate manages and grows client relationships by providing customized investment advice, sales, and service while collaborating with lead advisors. They also support business development activities, prepare financial plans, and ensure all client interactions comply with regulatory requirements.

Requirements

Candidates must have a minimum of 5 years of relevant experience or an equivalent combination of education and experience. Additionally, they must meet all necessary licensing and certification requirements for the specific branch and jurisdiction.

Skills

Investment management
Financial planning
Sales
Business development
Portfolio management
Investment research
Data analysis
Communication
Collaboration
Problem solving
Regulatory compliance
Risk management
Networking
Marketing

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advice
Portfolio reviews
Financial goals
Client experience
Business planning
Data governance
Telemarketing
Networking
Seminars
Risk mitigation
Regulatory requirements
Wealth planning
Private banking
Trust and estate
Investment strategies
Performance expectations
Sales performance
Profitability
Client loyalty

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