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Added 3 mins ago
ON
Business Planning Specialist
Ontario Northland
North Bay, ON
- $83,538 to $98,280 CAD / year
- Contract
The Business Planning Specialist is responsible for identifying, collecting, analyzing and reporting data to support organizational plans and objectives through development of business…
Added 3 mins ago
UO
Human Resources Partner
University of Waterloo
Waterloo, ON
- Full-time
Maintains knowledge of assigned areas, analyzes client data and provides data driven advice and information to Managers to assist with their departmental plans and ensure the delivery of…
Added 3 mins ago
B
Product Manager - Network Observability
BlueCat
Toronto, ON
- Full-time
We’re looking for a Product Manager to advance LiveNX and Network Synthetics across network observability and DDI. You’ll partner with customers, engineering, design, and go-to-market teams…
Added 3 mins ago
T
Site Reliability Engineer II
TD
Toronto, ON
- Full-time
Added 3 mins ago
T
TDS Operations Analyst II
TD
Toronto, ON
- Full-time
- Assist in regulatory audits by gathering relevant data for auditors and internal control teams.
Added 3 mins ago
MS
Knowledge & Learning Program Manager (Hybrid)
Motorola Solutions
BC · British Columbia,CAN Offsite
- Full-time
The Centralized Managed Support Operations (CMSO) organization is seeking a Knowledge & Learning Program Manager to serve as the dedicated Readiness Partner for the NSOC business unit. In…
Added 3 mins ago
NG
Poker Game Integrity Analyst
NSUS Group
Toronto, ON · North York, ON
- $50,000 to $56,000 CAD / year
- Full-time
We are seeking a Poker Game Integrity Analyst to join our team in Toronto, Canada, reporting directly to the Manager of Game Integrity and Security. You will be responsible for monitoring,…
Added 17 mins ago
B
Investment Associate
BMO
Calgary, AB · CALG
- Full-time
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Added 17 mins ago
E
Senior Manager, Data Science & Analytics
eBay
Toronto, ON
- Full-time
We are seeking an inspiring Senior Manager, Data Science & Analytics to lead our dynamic team in San Jose. In this role, you will be a technical leader with vision and a domain pioneer. You…
Added 17 mins ago
BS
People Services Generalist
Blackline Safety
Remote, Canada
- Remote
Reporting to the Manager, People Services, the People Services Generalist supports the day-to-day operations of the People Services department. This role is responsible for delivering a…
Added 17 mins ago
IF
Senior Product Manager - Social Experience
Ink Foundation
Canada
- Full-time
We’re hiring a Product Manager with deep UX and interaction design expertise to build social experiences around investing and trading at Kraken.
Added 17 mins ago
IF
Product Manager II - Financial Crime Operations
Ink Foundation
Canada
- Full-time
Make auditability a first-class requirement: audit trail, data lineage, evidence retention, reviewer attribution, change-management controls, and validation of filtering and suppression…
Added 17 mins ago
KA
Senior Influencer Marketing Manager
Karma and Luck
Canada
- Part-time
Karma and Luck is seeking a results-driven Senior Influencer Marketing Manager to build and scale our influencer and creator marketing program across jewelry, spiritual gifts, and home…
Added 17 mins ago
IF
Sr. Model Risk Manager
Ink Foundation
Canada
- Full-time
We are seeking a highly skilled Sr. Manager, Model Risk Management to join our team, focusing on Transaction Monitoring and Customer Risk Assessments models for Anti-Money Laundering (AML)…
Added 17 mins ago
IF
Sr Product Manager - Growth Marketing Enablement
Ink Foundation
Canada
- Full-time
Partner with marketing, design, engineering and data as the single point of ownership for growth enablement.
Added 17 mins ago
GC
Account Manager, Security Master Supervisor
Guardian Capital Group
Toronto, ON
- Full-time
Our asset management division, Guardian Capital LP, is the manager and portfolio manager of the Guardian Capital Funds and Guardian Capital ETFs, with capabilities that span a range of…
Added 17 mins ago
TU
Financial Analyst
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The role of the Financial Analyst is to support the Finance Manager by providing data analysis, preliminary hypothesis, and insights to support unit leaders in decision making. With…
Added 17 mins ago
KN
Drupal Developer
Knowledge Network Corporation
Burnaby, BC
- Full-time
…Streaming Platforms and working under the supervision of the Senior Manager of Platform Development & Web Operations, you will build and maintain the Drupal capabilities, APIs and…
Added 18 mins ago
C
Analyst, Partner Strategy
Cambio
Kitchener, ON
- Full-time
Ensured the accuracy of carbon emissions data and developed new analytical methods to power the world’s leading AI-based retrofit analytics and real estate sustainability data platform.
Added 32 mins ago
B
Private Wealth Analyst, Winter 2027 (Co-op/Internship) - 4 months
BMO
Toronto, ON · FCP
- Full-time
Analyzes data and information to provide program insights and recommendations.
Added 32 mins ago
P
Associate Creative Strategist
Phoenix
Toronto, ON
- $70,000 to $80,000 CAD / year
- Full-time
Comfortability reading performance data, such as ad-level results in Meta Ads Manager, and communicating what to make next.
Added 32 mins ago
K
Director, Lifecycle & Organic Growth
KOHO
Remote, Canada
- Full-time
- Remote
You'll report to the Chief Growth Officer and lead a team of seven. You'll work closely with Product, Data, Legal & Compliance, Creative, Integrated Marketing, Performance Marketing and…
Added 32 mins ago
AI
Digital Marketing and Retail Growth Specialist
American Iron and Metal
Laval, QC
- Full-time
…connect marketing activities to business results through web analytics, campaign data, admissions, and POS reporting, while independently managing agencies, stakeholders, budgets, and…
Added 47 mins ago
T
Senior Treasury Asset and Liability Management Analyst
TD
Toronto, ON
- Full-time
…enhance reporting processes, control frameworks, forecasts and analytics related to the Bank’s balance sheet. You will provide analytical support to senior colleagues, help guide junior…
Added 47 mins ago
I
Software QA Engineer II
Infoblox
Burnaby, BC
- Full-time
…Asset Insights team, located in Burnaby, BC, reporting to the Manager of Engineering. In this role, you will work on Infoblox Universal Asset Insights, which automates the discovery and…

BMO

Investment Associate

Calgary, AB, Canada
CALG, Canada

$42,000.00 - $92,000.00 · Full-time

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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.

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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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