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Added 23 mins ago
R|
Fellowship and Bursary Administrative Assistant
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…Children’s Hospital Foundation, the McGill Student Accounts Office, and…
Added 1 hour ago
Associate Wealth Advisor
First West
Victoria, BC
We are currently seeking an Associate Wealth Advisor to join our team in Victoria.
Added 2 hours ago
T
Customer Experience Associate
TD
London, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 2 hours ago
T
Customer Experience Associate
TD
Mississauga, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 3 hours ago
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Senior Associate, Account Transfers
BMO
Toronto, ON · YNG
- Full-time
Added 3 hours ago
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Personal Banking Associate
TD
Richmond, BC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 4 hours ago
T
Customer Experience Associate
TD
Vancouver, BC
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 5 hours ago
PC
Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)
PwC Canada
Montreal, QC
- Full-time
As an Accounting and Transaction Advisory Senior Associate you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and…
Added 5 hours ago
I
Associate - Asset Management
Innergex
Longueuil, QC
- Full-time
Proficiency in Microsoft Office; knowledge of Power BI, Tableau, and Oracle is a plus.
Added 5 hours ago
OW
Oliver Wyman -Commercial Effectiveness and Private Capital Senior Consultant / Associate
Oliver Wyman
Toronto, ON
- Full-time
Private Capital x Commercial Effectiveness – Senior Consultant / Associate
Added 5 hours ago
T
Personal Banking Associate Trainee
TD
Winnipeg, MB
- 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 5 hours ago
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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 6 hours ago
AW
VP & Head of Environmental, Canada
Allied World Assurance Company
Toronto, ON
- Full-time
Added 6 hours ago
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Personal Banking Associate - Chateauguay (Full-time, 37.5h/week)
TD
Châteauguay, QC
- Full-time
…with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their financial queries…
Added 6 hours ago
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Investment Associate
BMO
Calgary, AB · CALG
- Full-time
Manages the efficient and effective running of the support office; trains new team members and branch support staff.
Added 6 hours ago
HI
Commercial Insurance Associate
HUB International
Cranbrook, BC
- Full-time
As a Commercial Insurance Associate, you will apply your superior attention to detail and excellent client service skills while working closely with a team of Producers and Marketers on our…
Added 6 hours ago
IF
Senior Data Analyst
iA Financial Group (Industrial Alliance)
Quebec, QC
- Full-time
Holds Microsoft Fabric certifications such as DP-700 (Fabric Data Engineer Associate) or DP-600 (Fabric Analytics Engineer Associate), considered an asset.
Added 7 hours ago
AC
Broker- Property
Aon Corporation
Toronto, ON
- Full-time
This is a hybrid role with the flexibility to work both virtually and from our Toronto office. The role will also involve regular in-person interaction with clients and insurance markets.
Added 7 hours 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 7 hours ago
T
Customer Experience Associate- Future Opportunities
TD
Windsor, ON
- Part-time
…future today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer needs and advise best suited banking…
Added 7 hours ago
SM
Senior Associate, Alternative Assets - SLC Management
SLC Management
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each…
Added 7 hours ago
SL
Senior Associate, Alternative Assets - SLC Management
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Waterloo King
- Full-time
SLC Management offers a mix of in-office and virtual work where our employees are empowered to do their best. Generally, employees are expected to work three or more days in-office each…
Added 7 hours ago
JC
Fire Service Associate Project Manager
Johnson Controls
Hamilton, ON · CAN ON Hamilton
- Full-time
Must have the ability to communicate technical material, both verbally and nonverbally, to technical and non-technical audiences
Added 7 hours ago
Pinnacle - Advisor Support Associate
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON
Reporting to the Manager, Insurance Link, the Advisor Support Associate provides administrative, operational, and client service support for insurance business within Pinnacle IPC. Working…
Added 8 hours ago
P
Accounting and Transaction Advisory Senior Associate (Bilingual FR/EN)
PwC
Montreal, QC
- Full-time
As an Accounting and Transaction Advisory Senior Associate you’ll work as part of a team of problem solvers, helping to solve business issues, deliver high quality client service and…

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