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 7 mins ago
UO
Human Resources Partner
University of Waterloo
Waterloo, ON
- Full-time
…labour relations matters. The HR Partner develops and implements service-oriented employment strategies by providing solutions, recommendations and best practices in order to minimize risk…
Added 7 mins ago
GV
Ingénieur(e) Lead concepteur(trice) mécanique - Lead Mechanical design Engineer
GE Vernova
Longueuil, QC
- Full-time
· A customer-focused mindset and commitment to delivering excellent service.
Added 7 mins ago
S
Technical Account Manager
SOTI
Mississauga, ON
- Full-time
…specialist, technical support, solutions architect), direct customer advocacy and engagement experience in post-sales or professional services functions and working in a complex IT…
Added 7 mins ago
R
Financing Specialist
RBC
Vancouver, BC
- Full-time
Chartered Professional Accounting designation (CPA) or Chartered Financial Analyst (CFA)
Added 7 mins ago
WC
DZ Spare Driver
Waste Connections
Ottawa, ON
- Full-time
Reading route sheets and service each customer identified on the sheet or assigned by the dispatcher.
Added 7 mins ago
MS
Knowledge & Learning Program Manager (Hybrid)
Motorola Solutions
BC · British Columbia,CAN Offsite
- Full-time
…operational efficiency, faster resolution times, and elevated customer experiences. At Motorola Solutions, everything starts with our people, and this position plays a pivotal role in…
Added 7 mins ago
SR
Equipment Rental Specialist
Sunbelt Rentals, Inc.
Halifax, NS
- Full-time
Sunbelt Rentals strives to be the customer's first choice in the equipment rental industry. From pumps to scaffolding to general construction tools, we aim to be the only call needed to…
Added 7 mins ago
PC
Customer Service Representative - Technical Service
Patterson Companies, Inc.
Montreal, QC · QC - Montreal - Dental Canada
- Full-time
As a Customer Service Representative - Technical Service for Patterson Dental, you will be responsible for providing a professional approach to dispatching and performing all duties related…
Added 7 mins ago
C
Banking Center Leader II
CIBC
Greater Napanee, ON · Napanee
- Full-time
…meet client financial needs while providing a high standard of service. Go above and beyond to advocate CIBC within the community to develop new and existing client relationships. Encourage…
Added 7 mins ago
C
Manager, Client Advice I
CIBC
Niagara Falls, ON · Niag.Falls-Portage and Huggins
- Full-time
Client Service, Customer Experience (CX), Ensure Compliance, Financial Advising, Financial Products, People Management, Results-Oriented, Risk Management
Added 7 mins ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
…by making a formal introduction to the appropriate Imperial Service and Business Banking…
Added 7 mins ago
S
Financial Planner, Scotia Financial Planning - Burnaby
Scotiabank
Burnaby, BC
- Full-time
…affluent client relationships by providing high quality advice and service. As a dedicated entrepreneur, you know how to build and leverage your external / internal networks and centres of…
Added 21 mins ago
CI
Seasonal Associate
Carters Inc.
Winnipeg, MB
- Part-time
Minimize store loss by providing exceptional customer service and maintaining a safe, clean store
Added 21 mins ago
B
Client Service Assistant, BMO Nesbitt Burns (12-month contract)
BMO
Calgary, AB · GLENMO
- Full-time
…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…
Added 21 mins ago
B
Investment Associate
BMO
Calgary, AB · CALG
- Full-time
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…
Added 21 mins ago
B
Client Service Assistant
BMO
Red Deer, AB · RDR
- Full-time
…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…
Added 21 mins ago
P
Licensed Diesel Truck Technician/Mechanic I
Penske
Mississauga, ON
- Full-time
Comprehensive technical and professional training
Added 21 mins ago
P
Licensed Diesel Truck Technician/Mechanic I
Penske
Mississauga, ON
- Full-time
Comprehensive technical and professional training
Added 21 mins ago
P
Diesel Truck Technician/Mechanic III (Helper/Apprentice)
Penske
Burnaby, BC
- Full-time
Comprehensive technical and professional training
Added 21 mins ago
B
Facility Manager III
BGIS
Kitchener, ON
- Full-time
Exemplify Customer Service and Create Memorable Customer Experiences
Added 21 mins ago
OG
Building Operator
Onni Group of Companies
Vancouver, BC
- Full-time
…work with Property Managers to ensure that a high level of service and appearance is provided to all buildings and properties. This role is based in North…
Added 21 mins ago
TT
Retail Store Associate full Time Homesense- Trinity Commons
The TJX Companies, Inc.
Brampton, ON
- Full-time
Added 21 mins ago
Beauty Advisor (Inside Sales) Sally Beauty 05661
Sally Beauty Holdings
Coquitlam, BC
…purpose to provide our customers with access to high-quality professional beauty products and exceptional customer service. At our Company, we find beauty in diversity. Our inclusivity and…
Added 21 mins ago
Insurance Sales Agent
CAA Club Group
Thornhill, ON
For over 50 years, our Property and Casualty insurance Company, CAA Insurance, has provided dependable and trustworthy service to protect Canadians and what matters to them. CAA Insurance…
Added 21 mins ago
Specialist, Cash Management Client Services, GTB - Montreal
Scotiabank
Montreal, QC
The Specialist, Corporate Client Service is the primary officer responsible for servicing the highest valued Corporate Clients of the Bank with their business accounts, cash management,…

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