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Added 5 mins ago
SS
General Manager
Sienna Senior Living
Clarence-Rockland, ON
- Full-time
…and respect. This pivotal role is the heart and soul of our community, presenting an extraordinary opportunity to lead with purpose and passion. As the General Manager and the most senior…
Added 5 mins ago
D
Personal Finance Advisor
Desjardins
Bonaventure, QC · Carleton-sur-Mer, QC · Maria, QC · New Richmond, QC · Caisse Desjardins de la Baie-des-Chaleurs
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 5 mins ago
Advisor, Indigenous Engagement
VIA HFR - VIA TGF Inc
Ottawa, ON · Toronto, ON
The Advisor, Indigenous engagement will play a critical role in fostering positive, respectful, and productive relationships with Indigenous communities in Ontario, contributing to the…
Added 5 mins ago
MU
Executive Director, Government Relations
McMaster University
Hamilton, ON
- Full-time
…deepen McMaster's engagement with government, industry and community partners. Through strategic advocacy and relationship-building, the Executive Director will help strengthen public…
Added 20 mins ago
C
Third Party Market Conduct & Operations Specialist
Co-operators
Calgary, AB · Burlington, ON · Guelph, ON · Mississauga, ON · Toronto, ON · Regina, SK
- Full-time
Using established standards, assess Advisor suitability for contracting with Co-operators.
Added 20 mins ago
CC
Business Advisor
Conexus Credit Union
Regina, SK
- Full-time
We’re looking for a Business Advisor to join our commercial team in Regina, who is passionate about helping local businesses succeed. You will be providing financial advice and creative…
Added 20 mins ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 20 mins ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 20 mins ago
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Senior Investment Funds Advisor
Royal Bank of Canada
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 20 mins ago
RB
Associate
Royal Bank of Canada
Guelph, ON
- Full-time
Elinesky Schuett Private Wealth of RBC Dominion Securities is one the most innovative and fastest growing advisor teams in the country. Our mission is to improve lives and give more meaning…
Added 20 mins ago
RB
Client Advisor
Royal Bank of Canada
Melfort, SK
- Part-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 20 mins ago
RB
Client Advisor
Royal Bank of Canada
Regina, SK
- Part-time
· Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral…
Added 20 mins ago
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Investment Associate - Trading & Administration
Royal Bank of Canada
Oakville, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 35 mins ago
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- Full-time
Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
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Added 35 mins ago
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Inspire trust, build community and enable change.
Added 35 mins ago
Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Moncton, NB
As an Insurance Advisor, you will promote and educate clients on insurance products, take ownership of client relationships, and help us grow our presence and profile in the local community.
Added 35 mins ago
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Manager, Programs Outreach - Adaptation
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…Adaptation (LLCA) initiative. The incumbent serves as a principal advisor and facilitator, strengthening FCM’s reputation by professionally representing the organization through…
Added 35 mins ago
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Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 35 mins ago
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York Region District School Board
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Faculty Advisor/Coordinator or Practicum Advisor that has observed and evaluated your teaching practice in a classroom setting;
Added 35 mins ago
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Payroll Manager
Delta School District 37, British Columbia
Delta, BC
- Full-time
The Delta School District aims to be an innovative, inclusive community where all learners belong, and everyone soars. We are a District of more than 16,000 students and 3,000 employees.…
Added 35 mins ago
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Student Counsellor, 60% Term (External Posting)
Ottawa-Carleton District School Board (OCDSB)
Ottawa, ON
- Full-time
…and meet the individual needs of students, parents, and the community at large. Our schools are teaching communities where principals, vice-principals, teachers and support staff nurture…
Added 50 mins ago
AG
Associate Director, Search
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- Full-time
· Act as a trusted advisor on paid search and activation strategy
Added 50 mins ago
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Staff Accountant, U.S. Corporate Tax
KPMG
Vaughan, ON · ON · Toronto, Ontario
- Full-time
We’re looking for someone with an entrepreneurial spirit who believes relationships in both business and community have been central to their success to join our growing practice and…

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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