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Added 11 mins ago
B
Investment Associate
BMO
Ottawa, ON · CARL
- Full-time
Added 11 mins ago
RC
Payroll Technician, Senior Associate
RSM Canada
Calgary, AB
- Full-time
Prepare payroll reports and journal entries, and coordinate payroll processing reports with internal or external accounting teams
Added 11 mins ago
NR
Manager, Accounting and Partnership Office
Norton Rose Fulbright
Toronto, ON
- Full-time
4 days in office – Montreal or Toronto
Added 11 mins ago
NR
Manager, Accounting and Partnership Office
Norton Rose Fulbright
Montreal, QC
- Full-time
4 days in office – Montreal or Toronto
Added 11 mins ago
OW
Oliver Wyman - Sr. Analyst, Associate Team Lead; Team Lead; Director-Data and Analytics (DNA) - Toronto
Oliver Wyman Group
Toronto, ON
- Other
Associate Team Leaders and Team Leaders would typically work on one project at a time. A Director would typically work on two smaller assignments or one large, more complex one
Added 11 mins ago
RU
Payroll Technician, Senior Associate
RSM US LLP
Calgary, AB
- Full-time
Prepare payroll reports and journal entries, and coordinate payroll processing reports with internal or external accounting teams
Added 26 mins ago
IS
UI Angular Developer
Iris Software Inc.
Toronto, ON
- Contract
Added 26 mins ago
Retail Assistant Store Manager - Baltzan
Fire & Flower Inc.
Saskatoon, SK
Ability to use basic accounting and budgeting skills.
Added 26 mins ago
T
Customer Experience Associate
TD
AB
- 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 26 mins ago
T
Personal Banking Associate Trainee
TD
London, ON
- Full-time
Added 26 mins ago
RM
Associate
Revenue Management Labs
Toronto, ON
- Full-time
As an Associate, you’ll be a key contributor across all stages of client engagements, from discovery and diagnostics to solution development and implementation. You'll apply your analytical…
Added 41 mins ago
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Associate Investment Advisor, Wood Gundy
CIBC
Toronto, ON
- Full-time
…trusted investment advice and exceptional client service. As an Associate Investment Advisor, you will deploy assets into suitable financial products based on the client’s risk/reward…
Added 41 mins ago
CT
Senior Associate Product Manager
Canadian Tire Corporation
Oakville, ON
- Full-time
We are looking for a Senior Associate Product Manager who thrives in complex environments and excels at bringing people together to solve meaningful business and customer challenges.
Added 41 mins ago
SC
Payroll Analyst-SC
Staples Canada
Richmond Hill, ON
- Full-time
Analyze and calculate accuracy of associate accruals.
Added 41 mins ago
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Project Accountant 1
HDR
Saskatoon, SK · Calgary, AB
- Full-time
Coordinate the project accounting system within the department and work with technical staff to ensure compliance with contractual requirements
Added 56 mins ago
PI
Associate Insurance Broker (Producer)-Commission Based
PrimeService Insurance
Markham, ON
- Full-time
Added 1 hour ago
SD
Chef caissier(ère), rémunéré(e) à l’heure – PHX temps partiel jour
Shoppers Drug Mart
Montreal, QC
- Part-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
SD
Chef caissier(ère), rémunéré(e) à l’heure – PHX temps plein Quarts de travail flexibles
Shoppers Drug Mart
Montreal, QC
- Full-time
Associate Owners in the Pharmaprix network recognize Canada's diversity as an opportunity to better serve their communities, and strive to reflect the nation’s evolving diversity in the…
Added 1 hour ago
SD
Cashier, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Markham, ON
- Part-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…
Added 1 hour ago
SI
Sourcing Manager
Staples Inc.
Richmond Hill, ON
- Full-time
Added 1 hour ago
T
Associate Investment Advisor I
TD
Toronto, ON
- Full-time
…Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor might be the right fit for…
Added 1 hour ago
S
Accounts Payable Specialist
Svante
Burnaby, BC
- Full-time
Working Mode: Hybrid (4 days per week in office)
Added 1 hour ago
FS
Database Administrator
Financial Services Regulatory Authority (FSRA)
Toronto, ON · FSRA Head Office
- Full-time
Preferred Microsoft certifications: DP-700 (Fabric Data Engineer Associate) and/or DP-600 (Fabric Analytics Engineer Associate), with DP-300 (Azure Database Administrator Associate)…
Added 1 hour ago
Manager Business Development
CAA Club Group
Thornhill, ON
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 1 hour ago
Claims Coordinator (ECH-ON)
CAA Club Group
Mississauga, ON
At CCG, we are committed to delivering an exceptional Associate experience. We offer:

BMO

Investment Associate

Ottawa, ON, Canada
CARL, 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 19, 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 12, 2026

Original job description

Application Deadline:

11/18/2026

Address:

1600 Carling Avenue

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.

This job posting is for a current vacancy.

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 collaborate with lead advisors to execute business development strategies, conduct portfolio reviews, and ensure compliance with regulatory and risk management standards.

Requirements

Candidates must have a minimum of 5 years of relevant experience or an equivalent combination of education and experience. They are required to meet all necessary licensing and certification requirements for the specific branch and jurisdiction.

Skills

Investment advice
Financial planning
Business development
Portfolio management
Sales
Networking
Data analysis
Risk management
Communication
Collaboration
Problem solving
Influence
Regulatory compliance
Investment research

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
Client Relationships
Financial Goals
Portfolio Reviews
Business Development
Telemarketing
Networking
Investment Strategies
Risk Management
Data Governance
Financial Planning
Tax Efficiency
Regulatory Requirements
Sales Performance
Customer Experience
BMO Financial Group
Investment Portfolios
Forecasting
Data Visualization

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Work requirements

Jobs in Canada