Find work in Canada.

633,707 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
T
Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
TD
Châteauguay, QC
- Full-time
…relationships with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or…
Added 3 mins ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 17 mins ago
CT
Dealer Support Coordinator Student (4 months) - Winter 2027
Canadian Tire Corporation
ON
- $23 to $37 CAD / hour
- Full-time
…pursuits and creating opportunities for ongoing communication and relationship…
Added 17 mins ago
B
Investment Associate
BMO
Calgary, AB · CALG
- Full-time
…the community to build relationships and deliver the desired customer…
Added 17 mins ago
Beauty Advisor (Inside Sales) Sally Beauty 05661
Sally Beauty Holdings
Coquitlam, BC
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…
Added 17 mins ago
E
Associate Representative - Customer Service
EECOL
Thompson, MB
- Full-time
As an Associate Representative - Customer Service, you will respond to customer inquiries by telephone, e-mail and/or walk-ins to provide inquiry or problem resolution. You will resolve…
Added 17 mins ago
Scotia Jarislowsky Fraser Associate Portfolio Manager - Toronto
Scotiabank
Toronto, ON
The Associate Portfolio Manager develops client relationships to gain an intimate understanding of client’s life goals, circumstance and needs in order to provide investment counselling…
Added 18 mins ago
TH
Associé(e) comptoir des entrepreneurs (temps partiel)
The Home Depot Canada
Longueuil, QC
- Part-time
…store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department.…
Added 18 mins ago
MC
Fashion Sales Associate
Mysto Cashmere
Vancouver, BC
- Full-time
Experience in retail, sales, fashion or customer service is an asset.
Added 33 mins ago
SD
Beauty Manager, Hourly Full Time Day Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Full-time
Always put the Customer first and provides superior customer service
Added 33 mins ago
EI
Executive Assistant
Ecolab Inc.
Calgary, AB
- Full-time
…close partnership with your executive through a dotted-line relationship while reporting directly to the People Experience Manager for performance, development, workload support, and…
Added 48 mins ago
T
Personal Banking Associate Trainee
TD
Calgary, AB
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member for resolving their financial…
Added 48 mins ago
T
Customer Experience Associate- Future Opportunities
TD
Windsor, ON
- Part-time
Can you bring your charming self to work and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing…
Added 48 mins ago
TS
Donation Associate
The Salvation Army Canada and Bermuda Territory
Georgetown, ON
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 48 mins ago
AP
Senior Medical Science Liaison Hematology/Oncology (Ontario West/Manitoba)
Astellas Pharma
Markham, ON
- Full-time
…future scientific/HEOR gaps, in collaboration with the MSL Associate Director, Associate Medical Director and MAGR…
Added 48 mins ago
BP
Customer & Programming Associate (Temporary - up to 18 Months)
Burlington Public Library
Burlington, ON
- Part-time
Title: Customer & Programming Associate - Temporary
Added 48 mins ago
TH
Associé(e) ventes aux entrepreneurs (temps partiel)
The Home Depot Canada
Montreal, QC
- Part-time
…store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department.…
Added 48 mins ago
L
PT Sales Associate - Square One
LVMH
Mississauga, ON
- Part-time
Marc Jacobs International, powered by the creative genius of Marc Jacobs, seeks a Sales Associate to join its Square One location in Mississauga, Ontario. As a Sales Associate at Marc…
Added 48 mins ago
TH
Spécialiste des ventes - Électroménagers (Temps partiel)
The Home Depot Canada
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Part-time
…store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department.…
Added 48 mins ago
IR
Service Coordinator
Ingersoll Rand
Mississauga, ON
- Full-time
Exceptional customer service and relationship-building skills.
Added 48 mins ago
TH
PRO Account Sales Associate: Part Time - PRINCE GEORGE
The Home Depot Canada
Prince George, BC
- Part-time
…store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department.…
Added 48 mins ago
CB
07566 INSIDE SALES
CosmoProf Beauty
Calgary, AB
- Part-time
The Sales Associate will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty lovers that want to…
Added 48 mins ago
TS
Donation Associate
The Salvation Army in Canada
Georgetown, ON
- Part-time
Contribute to meeting store sales targets; provide efficient courteous customer service; use tact when dealing with difficult customers.
Added 48 mins ago
TH
Associé(e) aux ventes, Service aux entrepreneurs (temps plein)
The Home Depot Canada
Laval, QC
- Full-time
…store departments and developing and maintaining professional customer relationships. PASAs must have thorough knowledge of all departments and how to use the products in each department.…
Added 48 mins ago
CB
07405 Inside Sales
CosmoProf Beauty
AB · Edmonton, AB
- Part-time
The Sales Associate/Beauty Advisor will focus on one primary objective – creating a memorable shopping experience for our customers. We are continually searching for passionate beauty…

BMO

Investment Associate

Calgary, AB, Canada
CALG, Canada

$42,000.00 - $92,000.00 · Full-time

Apply About employer

Applications open in a new tab.

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 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

Report this job