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Added 1 day ago
RB
Senior Investment Funds Advisor
Royal Bank of Canada
Vancouver, BC
- Full-time
Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
Added 2 days ago
MF
Client Service Associate London, ON
MD Financial Management | Gestion financière MD
London, ON
- Full-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Tax Administrator, Scotiatrust - Ottawa, ON
Scotiabank
Ottawa, ON
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 2 days ago
R
Senior Investment Funds Advisor
RBC
Vancouver, BC
- Full-time
Provide client with general information on financial planning concepts, including tax, estate and retirement planning.
Added 2 days ago
B
Associate
BMO
Toronto, ON · FCP
- Full-time
…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…
Added 2 days ago
RC
Tax Manager - Private Company
RSM Canada
Calgary, AB
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep…
Added 2 days ago
RC
Tax Senior Manager - Private Company
RSM Canada
Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 2 days ago
W
Tax Principal
W3Global
Oakville, ON
- Full-time
Lead complex tax planning engagements for private companies, business owners, trusts, estates, and family office clients.
Added 2 days ago
T
Assistant Wealth Market Manager
TD
Concord, ON · Markham, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 3 days ago
RU
Tax Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on a deep…
Added 3 days ago
RU
Tax Senior Manager - Private Company
RSM US LLP
Calgary, AB · Toronto, ON
- Full-time
RSM’s Private Client Services practice is looking for a dynamic Tax Senior Manager to join our team. At RSM, our Private Client Services practice is rooted in strong relationships based on…
Added 3 days ago
Tax Administrator, Scotiatrust - Montreal, QC
Scotiabank
Montreal, QC
Discusses tax rules and tax elections with the Tax Officer, Associate Tax Officer and/or Manager, Taxation, and assess client tax situations, performs detailed analysis, undertakes research…
Added 4 days ago
T
Trust Officer
TD
Windsor, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 4 days ago
W
Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 4 days ago
W
Business Administration Support
Wellington-Altus
Burlington, ON
- Full-time
Founded in 2017, Wellington-Altus Private Wealth Inc. (Wellington-Altus) is Canada's top-rated* investment dealer and a subsidiary of Wellington-Altus Financial Inc., one of Canada’s Top…
Added 4 days ago
Lead, Investment Compensation & Taxation
ONEX
Toronto, ON
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our…
Added 4 days ago
O
Lead, Investment Compensation & Taxation
Onex
Toronto, ON
- Full-time
Onex is an investor and asset manager that invests capital on behalf of Onex shareholders and clients across the globe. Formed in 1984, we have a long track record of creating value for our…
Added 4 days ago
T
Credit Analyst I
TD
Vancouver, BC
- Full-time
TD Wealth is focused on the delivery of legendary client experiences to Mass Affluent and High-Net Worth clients through an integrated team of professionals across Private Investment…
Added 4 days ago
Investment Support Officer
Scotiabank
ON · Mississauga, ON
Prepare and post applicable journal vouchers, cheque or IBT requisitions, and manual tax forms and submit to Team Leader and/or Manager for authorization in order to facilitate the…
Added 5 days ago
GC
Partner, Family Office
GlassRatner Canada
Toronto, ON
- Full-time
The Company: Our client, Fuller Landau LLP, is a dynamic accounting, tax, and advisory firm with over 150 professionals. They work with leaders of private businesses, high-net-worth…
Added 5 days ago
OC
Office Manager
Options Consulting Solutions
Toronto, ON
- $75,000 to $130,000 CAD / year
- Full-time
A small, fast-paced and highly confidential Family Office is making its first dedicated hire. The Office Manager will handle bookkeeping, portfolio administration and general office…
Added 5 days ago
NC
Senior Manager, Tax (Contract)
Northleaf Capital Partners
Toronto, ON
- Contract
Northleaf is currently recruiting for a Senior Manager, Tax. Reporting to the Managing Director, Tax, the Senior Manager, Tax will support the tax related transaction structuring, asset…
Added 5 days ago
NC
Senior Manager, Tax (Contract)
Northleaf Capital Partners
Toronto, ON
- Full-time
Northleaf is currently recruiting for a Senior Manager, Tax. Reporting to the Managing Director, Tax, the Senior Manager, Tax will support the tax related transaction structuring, asset…
Added 6 days ago
T
Wealth Planning Specialist
TD
AB
- Full-time
As a member of Private Wealth Management, the Wealth Planning Specialist is responsible for partnering with TD advisors to deliver high value customized guidance on retirement, tax, estate…
Added 6 days ago
PC
PwC Private, Manager Bilingual (EN/FR)
Pwc Canada
Montreal, QC · Quebec, QC
- Full-time
A career within PwC Private will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their…

BMO

Associate

Toronto, ON, Canada
FCP, Canada

Full-time

Apply About employer

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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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