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Added 19 mins ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
Computer literacy, including experience with Microsoft Office programs, Brightspace (D2L) or other learning management systems, and clinical documentation programs such as CompTracker.
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Kingsfoil Medical Clinic currently provides comprehensive, office based, longitudinal family practice care to the people of Kelowna and surrounds. Dr. Davidson also provides care to opioid…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Kingsfoil Medical Clinic currently provides comprehensive, office based, longitudinal family practice care to the people of Kelowna and surrounds. Dr. Davidson also provides care to opioid…
Added 3 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Vancouver, BC
- $43,000 to $55,000 CAD / year
- Full-time
Proficient with Microsoft Office Suite (Word, Excel, Outlook, etc.)
Added 3 hours ago
CW
Business Development Specialist, full-time position
City Wide Facility Solutions
Burnaby, BC
- $43,000 to $55,000 CAD / year
- Full-time
Proficient with Microsoft Office Suite (Word, Excel, Outlook, etc.)
Added 3 hours ago
A
Associé au support client
Aerotek
Montreal, QC
- Other
…support. Essential Duties and ResponsibilitiesThe Customer Support Associate (CSA) is responsible for ensuring our customers including, but not limited to contract employees, clients and…
Added 3 hours ago
C
Spécialiste de remboursement Bilingue/Reimbursement Specialist
Cencora
Quebec, QC
- Full-time
Daily and ongoing communication with Program Manager / Associate Program Manager for new and existing projects;
Added 3 hours ago
UO
Associate Vice-President, International Research
University of Ottawa
Ottawa, ON · Tabaret Hall
- Full-time
Office of the Vice-President, Research & Innovation
Added 6 hours ago
U
Associate Manager - Community Team (Assassin's Creed)
Ubisoft
Montreal, QC
- Full-time
…including content creation and player insights and feedback. The Associate Manager, Community Team, will be responsible for overseeing the daily operations of a team of Community Managers…
Added 8 hours ago
UO
Research Team Lead
University of Victoria
Victoria, BC
- Full-time
A member of the Dean’s office staff team, the Research Support Team Lead is responsible for strengthening the Faculty’s research enterprise by providing strategic coordination, expert…
Added 8 hours ago
EO
Associate Optometrist (Montreal, Quebec, H3B 1B9, Canada)
Eyes On Eyecare
Montreal, QC
- Full-time
The Associate Optometrist is a leader in the organization, delivering the brand promise, experience & the organization’s key results through collaboration & teamwork. Ensures all patients…
Added 8 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina. In this role, you will be providing administrative and office…
Added 8 hours ago
CC
Bilingual Banking Administrator
Compass Canada
ON · Mississauga, ON
- Full-time
Now, if you were to come on board as our Bilingual Banking Associate, we’d ask you to do the following for us:
Added 8 hours ago
TW
Associate, Financial Services - Temporary
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a motivated and enthusiastic team player to join our Financial Services Team as a Associate, Financial Services. Your primary role will be to provide back-office consumer…
Added 8 hours ago
TW
Wealth Associate or Senior Wealth Associate
Thrive Wealth Management
Regina, SK
- Full-time
We are looking for a detail-oriented team player to come on board as a Wealth Associate or Senior Wealth Associate in Regina, Saskatchewan. In this role, you will be providing…
Added 11 hours ago
SD
Front Store Supervisor, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Grande Prairie, AB
- Full-time
Ensures all loss prevention standards are implemented, manages daily cash office inventory and cashier tracking, tracking sheets, PC Optimum procedures
Added 12 hours ago
HE
Line Cook
Hotel Equities Group, LLC
Nanaimo, BC
- Full-time
Added 12 hours ago
LC
Associate Faculty - Clinical Nursing
Lambton College
Sarnia, ON
- Part-time
Computer literacy, including experience with Microsoft Office programs, Brightspace (D2L) or other learning management systems, and clinical documentation programs such as CompTracker.
Added 13 hours ago
T
Entry Level Banking Operations Associate | Recent Graduates Encouraged To Apply
TEKsystems
Toronto, ON
- $22 CAD / hour
- Contract
Some experience in an administrative/back office related role, whether that's an internship, part-time job, or full-time position
Added 13 hours ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 14 hours ago
DS
Teacher Assistant - Special Education
Davis School District
AB · Canyon Creek, AB
- Full-time
Added 15 hours ago
SD
Administrateur de magasin temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Added 15 hours ago
R-
Fashion Associate (Part time) - Windsor Crossing Premium Outlets
RCL - Reitmans Canada Ltd/Ltée
Windsor, ON
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 15 hours ago
DS
Teacher Assistant - Special Education
Davis School District
Foxboro, ON
- Full-time
Added 17 hours ago
R(
Fashion Associate (Part time) - Windsor Crossing Premium Outlets
Reitmans (Canada) Ltée/Ltd
Windsor, ON
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…

BMO

Associate, Canadian Private Client Group, Burgundy Asset Management

Toronto, ON, Canada

$45,000.00 - $100,000.00 · Full-time

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Job details

Pay: $45,000.00 - $100,000.00
Job type: Full-time
Apply by: Nov 16, 2026
Experience: · Minimum 2 years of investment and financial services (or related) industry experience.
Posting language: English
Posted: Oct 15, 2026

Original job description

Application Deadline:

11/15/2026

Address:

181 Bay Street

Job Family Group:

Wealth Sales & Service

Reports to: Vice President, Private Client Operations, Private Client Group

Location: In person/on-site @ 181 Bay Street, Suite 4510, Toronto, ON, M5J 2T3
Role: This vacancy is available for immediate hire.

POSTION SUMMARY
Reporting to the Vice President, Private Client Operations, you will support Investment Counsellors, coordinate day-to-day administrative requirements, and deliver exemplary service to clients. Working closely with the Canadian Private Client Group in our Toronto office, you will contribute to team initiatives and collaborate with other internal groups as needed. This dynamic role offers broad exposure to Burgundy’s investment approach and private client business.

KEY RESPONSIBILTIES

· Develop a deep understanding of the firm, investment philosophy and investment strategies.

· Develop strong relationships and provide support to Investment Counsellors to generate high-quality client and prospect materials, including preparation for investment review meetings and processing annual know-your-client renewals.

· Provide research and marketing support for investment proposals and other requests.

· Work with our client relationship management system to maintain accurate and complete client records, capture client interactions, and document meeting notes.

· Understand the various financial account types, including the information and documents required to hold the accounts, as well as their functions.

· Adhere to compliance policies and procedures, and business rules.

· Collaborate and liaise with the team and more broadly within the firm to complete team responsibilities.

WHAT WE’RE LOOKING FORThe ideal candidate will be/have:

Exceptional organizational skills with the ability to prioritize tasks.
Strong attention to detail.
Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.).
Ability to navigate within tight deadlines.
Motivated towards achieving and exceeding goals.
Excellent interpersonal skills, with a proven ability to work effectively within teams.
Demonstrate tact and discretion while handling confidential information.
Collaborative and collegial attitude, promoting a positive and supportive work environment.
Willingness to embrace additional responsibilities as they become available and comprehend the intricacies of the business.

Required Qualifications

· Minimum 2 years of investment and financial services (or related) industry experience.

· Post-secondary degree.

· Chartered Financial Analyst (CFA) designation, Financial Planning (CFP) designation or willingness to pursue.

HIRING PROCESS TIMELINE

Interested candidates should submit their resume and cover letter by November 16, 2026.

Interviews will be conducted in November and December 2026.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

ABOUT BURGUNDY ASSET MANAGEMENT LTD

Burgundy Asset Management Ltd is a global investment manager providing discretionary investment management for private clients and institutions. Founded in 1990, we invest with a long-term, fundamental approach – building concentrated portfolios of high-quality businesses to protect and compound clients’ capital over time. Our culture is grounded in honesty, courage, and doing what is right for our clients – and we look for candidates who share these values.

Burgundy Asset Management is a division of BMO Financial Group. Within BMO Wealth Management, Burgundy functions as an independent line of business.

Salary:

$45,000.00 - $100,000.00

Pay Type:

Salaried

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 will support Investment Counsellors by coordinating administrative requirements and delivering exemplary service to private clients. They will also manage client records, prepare investment review materials, and collaborate with internal teams to ensure compliance and operational efficiency.

Requirements

Candidates must possess a post-secondary degree and at least two years of experience in the financial services industry. Proficiency in Microsoft Office and a commitment to pursuing professional designations like the CFA or CFP are required.

Skills

Investment management
Client service
Administrative support
Relationship management
Research
Marketing support
Compliance
Microsoft Office
Organizational skills
Attention to detail
Interpersonal skills
Financial services
Data management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Private Client Group
Asset Management
Investment Counsellor
Wealth Management
CFA
CFP
Know-your-client
Compliance
Financial Services
Investment Philosophy
Portfolio Management
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Microsoft Outlook
Administrative Support
Research
Marketing
BMO Financial Group

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