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Added 3 hours ago
Branch Operations Manager
Sherwin-Williams
Sudbury, ON
Must have a valid, unrestricted Driver’s License · Must have at least High School diploma or a Certificate of Adult Education Completion (CAEC)
Added 5 hours ago
GC
GMS Canada / Home Depot Account Manager
GMS Canada
AB · Corporate ON (CAN)
- Full-time
Working closely with GMS purchasing, operations, sales, finance, branch leadership, and the THD team, the Account Manager will ensure customer requirements are clearly communicated and…
Added 6 hours ago
L
Financial Service Representative - LendDirect Office 1586
LendDirect
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 6 hours ago
R
Branch Manager, College & Bathurst Branch
RBC
Toronto, ON
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 7 hours ago
MC
Conseiller(ère) en vente - Sales Consultant
Mobilia Canada
Montreal, QC
- Full-time
Reporting to the Branch Manager, the Sales Consultant will demonstrate ambition and entrepreneurship, allowing him/her to perform in a competitive and dynamic environment. He/she will guide…
Added 7 hours ago
AF
Financial Service Representative - LendDirect Office 1586
Attain Finance
Calgary, AB
- Full-time
…quickly rose to being a Shift Lead. I trained diligently with my Branch Manager and Assistant Manager for two more years until my District Manager approached me with the opportunity to move…
Added 7 hours ago
R
Assistant Branch Manager
RBC
Drummondville, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 7 hours ago
R
Branch Manager Advisor
RBC
Cardston, AB
- Full-time
As a Branch Manager Advisor, you fulfill a critical role in the branch with 40-50% of your time spent providing advice to clients as a Financial Advisor and 50-60% in a Branch leadership…
Added 8 hours ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
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…
Added 8 hours ago
B
Investment Associate
BMO
Calgary, AB · CALG
- Full-time
…provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations…
Added 8 hours ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
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…
Added 8 hours ago
W
Associate Manager - Customer Service North America
Wesco
Grande Prairie, AB
- Full-time
As Associate Manager - Customer Service North America, you will be responsible for managing sales operational activities to ensure customer service levels are met or exceeded, with a focus…
Added 8 hours ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Aylmer, ON
- $45,000 to $49,000 CAD / year
- Part-time
…be accountable for a variety of support functions within the…
Added 8 hours ago
R
Banking Advisor
RBC
Pincher Creek, AB
- 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 8 hours ago
B
Branch Ops Manager
BMO
London, ON · LON
- Full-time
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Added 8 hours ago
B
Personal Banker
BMO
Markham, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 8 hours ago
B
Customer Service Representative
BMO
Campbellford, ON
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 8 hours ago
B
Customer Service Representative
BMO
Cobourg, ON
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 8 hours ago
B
Branch Operations Manager
BMO
Saint John, NB · Fredericton, NB · CHIP
- Full-time
Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
Added 9 hours ago
V
Financial Services Representative (BCGEU) - Burnaby Heights
Vancity
Burnaby, BC
- Part-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…
Added 9 hours ago
R
Client Advisor
RBC
Stonewall, MB
- Part-time
…capabilities, you can build a great career with us as a future Account Manager/Banking…
Added 9 hours ago
SG
National Account Performance & Compliance Manager
Schindler Group
Toronto, ON
- Full-time
The National Accounts Operations & Performance Manager is responsible for supporting the execution, performance, and ongoing success of National and Key Account programs. This role works…
Added 9 hours ago
V
Financial Services Representative (BCGEU) - Burnaby Heights
Vancity
Burnaby, BC
- Part-time
…opportunity to build a meaningful career with Vancity. As a sales-focused role grounded in advice and relationship-building, you’ll help members achieve their goals while driving branch…
Added 9 hours ago
B
Mortgage Specialist
BMO
Calgary, AB
- Full-time
Actively searches for cross-sell and up-sell opportunities for positioning to the branch to achieve individual sales and profitability goals.
Added 9 hours ago
B
Customer Service Representative
BMO
Timmins, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…

BMO

Investment Associate

Calgary, AB, Canada
CALG, Canada

$42,000.00 - $92,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

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Job details

Pay: $42,000.00 - $92,000.00
Job type: Full-time
Apply by: Nov 27, 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: Nov 9, 2026

Original job description

Application Deadline:

11/26/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

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.

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 Investment Associate manages and grows client relationships by providing customized investment advice and financial planning services. They also support lead advisors with business development, portfolio reviews, and the execution of wealth management strategies.

Requirements

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

Skills

Investment advice
Business development
Financial planning
Portfolio management
Sales
Networking
Data analysis
Communication skills
Problem solving
Regulatory compliance
Risk management
Team collaboration
Financial research
Reporting

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Wealth Management
Financial Planning
Portfolio Construction
Client Retention
Business Development
Sales
Telemarketing
Networking
Financial Goals
Risk Management
Data Governance
Regulatory Compliance
Investment Research
Tax Efficiency
Retirement Planning
Forecasting
Data Visualization
Customer Experience
BMO Financial Group

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Work requirements

Jobs in Canada