Jobs in Canada

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added 1 hour ago
RB
Associate Vice President, Core Banking, RBCx (similar to Commercial Account Manager)
Royal Bank of Canada
Ottawa, ON
- Full-time
We are seeking a self-motivated and well-organized relationship-manager to support an existing portfolio of tech clients in the greater Ottawa area. Working from our Ottawa office at 90…
Added 1 hour ago
RB
Associate
Royal Bank of Canada
Pickering, ON
- Full-time
The RBC Dominion Securities branch located in Pickering is looking for a resourceful, efficient and collaborative individual to join our leading wealth management firm as an Associate.
Added 2 hours ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
RBC Dominion Securities is Canada’s leading full-service investment and wealth management firm. We are committed to helping our clients build financial success through a personalized…
Added 2 hours ago
RB
RBC Open House Financial Planning
Royal Bank of Canada
Montreal, QC
- Full-time
Actively maintain and expand your portfolio of clients using value-based relationship management practices, achieving performance targets
Added 3 hours ago
Strategy and Operations Senior Associate, Retail Performance Search+, GTM
Google
Toronto, ON
4 years of experience in a management consulting, sales operations, business strategy or corporate advisory role.
Added 3 hours ago
IS
Associate Wealth Advisor
Island Savings
Victoria, BC
- $70,000 CAD / year
- Full-time
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 4 hours ago
GC
Associate Producer - EA SPORTS FC™ Mobile, Business Operations
Game Companies
Vancouver, BC
- Full-time
The Associate Producer of the Business Operations team will work closely with central organizations such as Publishing, Marketing, Product Management & Mobile Central Technologies on behalf…
Added 4 hours ago
EM
Associate/Senior Associate Athletics Director of Development
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Title: Associate/Senior Associate Athletics Director of Development
Added 4 hours ago
EM
Director of Development (Title Commensurate with Experience)
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Title: Assistant, Associate, Director or Senior Director of Development
Added 4 hours ago
EM
Director of Development (Title Commensurate with Experience)
EKU Master of Public Administration Program
Richmond, BC
- Full-time
Title: Assistant, Associate, Director or Senior Director of Development
Added 4 hours ago
TU
Human Resources Manager
The University of British Columbia
Vancouver, BC
- $8,087.08 to $12,117.08 CAD / month
- Full-time
The position will provide HR Manager support for the departments/units within the Provost and VP Academic portfolio and the Vice-President, Research and Innovation portfolio.…
Added 5 hours ago
Associate Wealth Advisor
First West
Victoria, BC
The Associate Wealth Advisor (AWA) supports the Senior Wealth Advisor (SWA) in delivering professional investment and financial planning advice to a portfolio of high value members assigned…
Added 8 hours ago
TP
Manager, IT Vendor Performance & IT Audit
Toronto Pearson International Airport
Toronto, ON
- Full-time
Reporting to the Associate Director, IT Vendor Management, the Manager, Vendor Performance & IT Audit leads a team responsible for strengthening the performance, governance and oversight of…
Added 8 hours ago
T
TD Wealth- Client Service Associate- Private Investment Advice
TD
Quebec, QC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 8 hours ago
WC
Senior Director, Merchandising (Dairy/Frozen)
Walmart Canada
Mississauga, ON
- Full-time
What you'll do...The role develops the portfolio strategy to align with broader business objectives, ensuring the delivery of profit and growth targets. This involves managing the…
Added 8 hours ago
CN
Associate Creative Director
Creative Niche
Toronto, ON
- Full-time
Associate Creative Director | Retail & Experiential
Added 9 hours ago
I
Associate - Asset Management
Innergex
Longueuil, QC
- Full-time
Reporting to the Senior Director, Asset Management, the incumbent supports the financial, operational, and administrative activities of Innergex’s North American asset portfolio. This role…
Added 9 hours ago
OM
Senior Campaign Manager, Social
Omnicom Media
Toronto, ON
- Full-time
…campaign objective requirements. Monitor the goals and KPI’s for a portfolio of clients to ensure on-time and complete delivery of…
Added 9 hours ago
UO
Human Resources Manager
University of British Columbia
Vancouver, BC · UBCV | The Leonard S. Klinck Building (LSK)
- $8,087.08 to $12,117.08 CAD / month
- Full-time
The position will provide HR Manager support for the departments/units within the Provost and VP Academic portfolio and the Vice-President, Research and Innovation portfolio.…
Added 9 hours ago
EI
Senior Technical Specialist - Long Haul Trucking & Cargo
Echelon Insurance
Mississauga, ON
- Full-time
At CCG, we are committed to delivering exceptional Associate experience. We offer:
Added 9 hours ago
FA
Associate, Logistics
FTAI Aviation
Montreal, QC
- Full-time
FTAI owns and maintains commercial jet engines with a focus on CFM56 and V2500 engines. FTAI’s propriety portfolio of products, including the Module Factory and a joint venture to…
Added 9 hours ago
C
Associate, Trade Finance - Global Transaction Banking
CIBC
Toronto, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 10 hours ago
AW
VP & Head of Environmental, Canada
Allied World Assurance Company
Toronto, ON
- Full-time
…the profitable growth, strategic leadership, and operational management of Allied World's Environmental business throughout Canada. This role serves as the senior Environmental leader for…
Added 10 hours ago
C
Associate Financial Advisor
CIBC
Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 10 hours ago
B
Investment Associate
BMO
Calgary, AB · CALG
- Full-time
Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.

BMO

Investment Associate

Calgary, AB, Canada
CALG, Canada

$42,000.00 - $92,000.00 · Full-time

Apply on bmo.wd3.myworkdayjobs.com 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 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

Report this job

Work requirements

Jobs in Canada