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Added 4 mins ago
C
Client Engagement Associate, 20h/week - Montreal-Pie IX & Jean-Talon
CIBC
Montreal, QC
- Part-time
As a member of the Personal and Business Banking Team, you'll work in a fast-paced Banking Centre, leveraging your knowledge of financial services products to support clients with their…
Added 5 mins ago
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Investment Associate
Winchesters
Toronto, ON
- $105,000 to $125,000 CAD / year
- Full-time
They are seeking an Associate to join their Investments team, supporting acquisitions, financial modelling, investment analysis, investor reporting, and portfolio management. The role…
Added 5 mins ago
RD
Associate
RBC Dominion Securities
Guelph, ON
- Full-time
We have a large 16 person team and the Associate role partners with other team members to deliver high quality service to our new and existing clients through ongoing, proactive, and…
Added 19 mins ago
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Proposal Developer – Renewables (CAN)
Ulteig
Canada
- Full-time
Ulteig is seeking qualified candidates for a Proposal Developer – Renewables role in Canada to support the development of high-quality, client-focused technical proposals and project cost…
Added 34 mins ago
Retail Sales Associate, Place Alexis Nihon
Bell
Montreal, QC
Opportunity for career growth, development and promotions
Added 34 mins ago
Seasonal Retail Sales Associate, Plaza Alexis Nihon
Bell
Montreal, QC
Opportunity for career growth, development and promotions
Added 34 mins ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
BC · British Columbia, Canada
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 49 mins ago
SD
Pharmacist, Hourly Full Time Day
Shoppers Drug Mart
Mississauga, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 49 mins ago
SD
Pharmacist, Hourly Full Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Waterloo, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 49 mins ago
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Customer Service Manager
Walmart
Renfrew, ON
- Part-time
…operational skills in a fast paced retail environment. In this role, you lead front end operations to deliver exceptional customer service, support a positive shopping experience, and drive…
Added 49 mins ago
KS
Retail Contingent
kate spade new york
Ottawa, ON
- Part-time
The Sales Support Associate role is an integral part of the store’s overall success and efficiency; demanding direct attention to our brand commitment when servicing our customers. Leaving…
Added 49 mins ago
Operations Manager, School of Skilled Trades and Apprenticeship
Mohawk College
Hamilton, ON
The incumbent also serves as the primary point of contact for the Ministry of Labour, Immigration, Training and Skills Development (MLITSD) on matters related to apprenticeship enrolment,…
Added 49 mins ago
JI
Opportunities for Department Manager
J.D. Irving, Limited
Dartmouth, NS
- Full-time
…started in frontline roles and advanced through experience, development, and hard…
Added 49 mins ago
JI
Opportunities for Department Manager
J.D. Irving, Limited
Halifax, NS
- Full-time
…started in frontline roles and advanced through experience, development, and hard…
Added 49 mins ago
ML
Associate General Counsel
Maple Leaf Foods Inc
Mississauga, ON
- Full-time
As the Associate General Counsel, you will lead Maple Leaf Foods’ commercial contracting process and operations, including the standards and tools that deliver consistent, high-quality, and…
Added 49 mins ago
KK
Fund Development Coordinator
Kids Kottage Foundation
AB · Edmonton, AB
- Full-time
Reporting to the Senior Associate, Philanthropy & Partnerships, the Fund Development Coordinator will support donor relations, corporate partnerships, fundraising campaigns, events,…
Added 49 mins ago
ML
Marketing Associate - Brand
Maple Leaf Foods Inc
Mississauga, ON
- $71,000 to $103,000 CAD / year
- Part-time
As a key member of the Brand team, the Brand Marketing Associate plays an integral role in building some of Canada's most iconic and trusted food brands. This role is ideal for a curious,…
Added 1 hour ago
UO
HR Manager
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $7,158.42 to $10,292.25 CAD / month
- Full-time
…the Director, Administration and University HR partners, the role ensures HR matters are effectively managed, appropriately escalated, and aligned with University policies, collective…
Added 1 hour ago
T
Personal Banking Associate - L'Île-Perrot (18.75 hours)
TD
Notre-Dame-de-l'Île-Perrot, QC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
T
Customer Experience Associate
TD
Dawson Creek, BC
- Part-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 hour ago
EB
Community Growth Associate
EP Boards
Toronto, ON
- $55,000 to $75,000 CAD / year
1–2 years in membership, account coordination, customer success, business development, or a similar client-facing role, with a track record of meeting or exceeding goals.
Added 1 hour ago
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Agency Associate
CIBC
Toronto, ON
- Full-time
As the Agency Associate you will be accountable for providing specialized agency services as an independent intermediary between borrowers and lenders participating in syndicated credit…
Added 1 hour ago
AM
Equity Research Associate (Toronto or Boston)
AGF Management
Toronto, ON
- $85,000 to $120,000 CAD / year
- Full-time
…in investing in the public and private markets through three business lines: AGF Investments, AGF Capital Partners and AGF Private…
Added 1 hour ago
Product Owner, Direct Venture
Wawanesa Insurance
Calgary, AB · AB · Lethbridge, AB · Vancouver, BC · Wawanesa, MB · Winnipeg, MB · Moncton, NB · Dartmouth, NS · Kitchener, ON · Ottawa, ON · Toronto, ON · ON · Montreal, QC · Edmonton, AB (Hybrid), AB · Hybrid - Canada, ON · North York - Toronto, ON (Hybr, ON
Working Business Language: English. This role is considered a head-office role and will be required to communicate with internal stakeholders across Canada where the primary business…

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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