Jobs in Canada

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Added 1 month ago
PG
Senior Advisor, Consumer Insights
Publicis Groupe Holdings B.V
Toronto, ON
- Full-time
Design of questionnaire to align with learning goals
Added 1 month ago
TS
Associate Or Vice-President (non-Exec) – Corporate Risk Solutions, Commercial Interest Rate Derivative Origination
TD Securities
Toronto, ON
- Full-time
…Solution team is a franchise business that acts as a 'trusted advisor' by educating, assisting and executing for our clients with tailored solutions for their risk management…
Added 1 month ago
People & Performance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Surrey, BC
We’re searching for a People & Performance Advisor. Are you searching for new possibilities?
Added 1 month ago
T
Senior Audit Group Manager, Financial Crimes(1155)
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 month ago
B
Associate
BMO
Calgary, AB · CALG
- Full-time
Supports lead advisor(s) with client loyalty building (ex. client recognition activities/milestones)
Added 1 month ago
K
Manager - Governance, Risk & Compliance Services / Internal Audit and Internal Controls in Halifax
KPMG
Halifax, NS
- Full-time
…feedback on work, recognize good work, act as a performance advisor for team members (help determine goals for the year and ways to achieve them, follow up during the year and support…
Added 1 month ago
Senior Policy Analyst
Government of Alberta
Edmonton, AB
The Ministry of Advanced Education supports Alberta’s adult learning system and works with post-secondary institutions, industry, other ministries and partners to advance research,…
Added 1 month ago
I
HSE Advisor Lead
IREN
Canal Flats, BC
- $46 to $56 CAD / hour
IREN is currently looking for a Health, Safety and Environmental Advisor Lead to join our team. The primary focus of the HSE Advisor Lead is to maintain documentation of processes, produce…
Added 1 month ago
W
Technical Sales Representative- Bearings, Power Transmission
Wajax
Thunder Bay, ON
- Full-time
Must reside in Northern Ontario
Added 1 month ago
NB
Banking advisor
National Bank of Canada
Montreal, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
Market Research Analyst, Brand Health Tracking
Ipsos
Toronto, ON
…challenges, and develop the skills needed to become a trusted advisor. This role combines analytical thinking, problem solving, project management, and communication, providing a strong…
Added 1 month ago
NB
Senior Advisor Campus Recruitment
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Senior Talent Acquisition Advisor or Senior Talent Acquisition Advisoress in the Commercial Banking and Private Banking 1859 team at National Bank means acting as a strategic…
Added 1 month ago
NB
Banking advisor
National Bank of Canada
Joliette, QC
- Full-time
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and…
Added 1 month ago
B
Director, Customer Insights and Analytics
BMO
Toronto, ON · BMOPLACE
- Full-time
Serve as a trusted advisor to senior executives on customer trends, risks, and opportunities.
Added 1 month ago
AI
Client Advisor, Commercial Insurance, Small Business (IBU)
Acera Insurance Services Ltd.
Ajax, ON · Brampton, ON · Burlington, ON · Huntsville, ON · Kingston, ON · Newmarket, ON · Ottawa, ON · Richmond Hill, ON · Toronto, ON
- $60,000 to $75,000 CAD / year
RIBO license required
Added 1 month ago
NB
Senior Advisor Campus Recruitment
National Bank of Canada
Vancouver, BC
- Full-time
A career as a Senior Advisor or Senior Advisor, Campus Recruitment in the Commercial Banking Business Strategy team at National Bank means acting as a talent acquisition specialist…
Added 1 month ago
EI
Commercial Lines Underwriter, Middle Market (Oil & Gas)
Economical Insurance
Calgary, AB
- Full-time
Serve as a trusted advisor and technical resource to brokers, helping position our Oil & Gas practice as a market leader.
Added 1 month ago
M
Coordinator, Regional Human Capital
MNP
AB
- Full-time
…continues to stand out as an employer of choice. As a trusted advisor, you’ll implement and support strategies, programs and processes that attract, develop, train and retain our firm’s…
Added 1 month ago
T
Associate Or Vice-President (non-Exec) – Corporate Risk Solutions, Commercial Interest Rate Derivative Origination
TD
Toronto, ON
- Full-time
…Solution team is a franchise business that acts as a 'trusted advisor' by educating, assisting and executing for our clients with tailored solutions for their risk management…
Added 1 month ago
Consultant
Alpha Financial Markets Consulting
Toronto, ON
…alternatives and insurance industries, Alpha is truly a trusted advisor for complex change programmes. We now have over 1,180 consultants working with clients across North America, the UK,…
Added 6 months ago
FC
Mortgage Advisor (Permanent, Full-Time) - Powell River
First Credit Union
Powell River, BC
- Full-time
Reporting to the Branch Manager, the Mortgage Advisor enhances member experiences by fostering strong relationships and thoroughly understanding individual mortgage needs for members at our…
Added 1 month ago
OC
Construction Safety Officer
OMICRON CANADA INC.
Whistler, BC
- $31 to $45 CAD / hour
…Superintendent, working closely with construction teams and the Safety Advisor. This role will be a fixed term contract for the duration of the project, which is estimated to take two years…
Added 1 month ago
CM
Director, People and Culture
ClearBlue Markets
Toronto, ON
- Full-time
Manage global mobility - work permits, relocations and cross-border assignments between Canada and Europe · Familiarity with employer-of-record models and cross-border mobility is a strong asset
Added 1 month ago
MU
Executive Director, Ancillary Operations
McMaster University
Hamilton, ON
- Full-time
Ranked among the top 150 universities globally, through its cutting-edge research and world-class teaching and learning, McMaster University is a research-intensive, student-centred…
Added 2 months ago
FG
Service Advisor - South 20 Chrysler Dodge
FFUN Group
Humboldt No. 370, SK · Humboldt, Saskatchewan
- Full-time
At South 20 Dodge Chrysler, we're looking for a Service Advisor to join our team and help deliver an exceptional experience for every guest who walks through our doors. As the key…

BMO

Associate

Calgary, AB, Canada
CALG, Canada

$42,000.00 - $92,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Pay: $42,000.00 - $92,000.00
Job type: Full-time
Experience: Minimum of 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: Sep 16, 2026

Original job description

Application Deadline:

10/01/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of business objectives. A client-focused role, committed to managing and growing client relationships through the delivery of service and advice.

Supports with development of new business opportunities where applicable (ex. organizing of client events, seminars etc.)
Books meetings with new prospects and prepares introductory package for the prospect/referral.
Coordinates marketing activities on behalf of the advisory team, including website, social media initiatives, client recognition for meaningful life events, and the planning of client events.
Supports lead advisor(s) with client loyalty building (ex. client recognition activities/milestones)
Plays an active role in supporting the lead IA(s) as directed with client relationship management.
Collaborates with internal and external stakeholders to deliver on business objectives.
Schedules and helps prepare client portfolio reviews for the Investment Advisors including setting up client calls, scheduling meetings, preparing reviews and provides updates to IA.
Follows up on client inquiries, account maintenance, new accounts set-up, transfers and remitting funds from registered and non-registered accounts upon client’s request.
Contact clients to discuss/update investment objectives and risk tolerance and ensures portfolios are rebalanced and proper record management is adhered to.
Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
Resolves client complaints in a timely and effective manner; escalates as required.
Accepts and executes client initiated trades over the phone or in person and provides stock information as requested.
Handles clients’ general day-to-day requests and inquiries including basic money movement (e.g., wires, transfers), technology issues, and account opening and update, and follows up in a timely and confidential manner.
Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Generates reports and documents for IAs and clients as requested and processes items for client accounts and files.
Maintains and organizes client database and client files.
Escalates complex or unresolved client situations and complaints.
Monitors incoming and outgoing assets and notifies IA of required actions to rebalance portfolios.
Administers and processes documentation related to client files and regulatory requirements.
Monitors redocumentation of client accounts on regular cycle to ensure client information and documentation is up-to-date.
Ensures transactions and tasks are appropriately assigned to team members and completed.
Mentors and coaches new or junior members to the team and branch.
Provides team members with support on technology issues, use of new technology, and general inquiries and escalations related to policies, procedures, and processing.
Gathers and distributes information on updates to training, guidelines, technology, and other business related information.
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers an exceptional client experience.
Assists with managing a portfolio of clients to retain and grow relationships.
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run branch.
Protects the Bank's assets and clients’ assets and complies with all regulatory, legal, and ethical requirements.
Maintains the confidentiality of client and Bank information.
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 of 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.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Associate supports Investment Advisors with day-to-day branch operations, client relationship management, and the execution of investment-related services. They are responsible for maintaining client databases, ensuring regulatory compliance, and facilitating portfolio reviews to support business objectives.

Requirements

Candidates must have a minimum of 5 years of relevant experience or an equivalent combination of education and experience. Applicants are required to meet all licensing and certification requirements for the specific branch and jurisdiction.

Skills

Investment advisory support
Portfolio rebalancing
Financial administration
Regulatory compliance
Client service
Data management
Sales performance monitoring
Conflict resolution
Marketing coordination
Financial reporting
Mentoring
Risk management
Database management
Communication skills
Analytical skills

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Client service
Portfolio management
Risk management
Regulatory compliance
Account maintenance
Data governance
Financial planning
Client retention
Marketing
Database management
Sales
Reporting
Asset management
Financial services
Branch operations
Investment objectives
Risk tolerance
Client recognition

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Work requirements

Jobs in Canada