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Added 5 mins ago
TI
Business Analyst-Payments
TekStaff IT Solutions
Toronto, ON
- Contract
Reporting to the Senior Manager, Payments Platform Capabilities, the successful candidate will play a critical role in the management and delivery of business analysis activities on…
Added 20 mins ago
B
Investment Associate
BMO
Ottawa, ON · CARL
- Full-time
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Added 34 mins ago
P
External Audit, Senior Manager
PwC
London, ON
- Full-time
…valuable areas of client service and on enhancing corporate governance and the reliability of our clients’…
Added 35 mins ago
I
Sr. Manager, Tax Audit & Risk
IMAX
Mississauga, ON · Sheridan Park
- Full-time
IMAX is seeking a Senior Manager, Tax Audit & Risk to join our Finance team at our Sheridan Park office in Mississauga. Reporting to the Vice President, Tax, this role will play a critical…
Added 50 mins ago
S
Manager, Cyber Security
Seaspan
North Vancouver, BC
- Full-time
This is a working-manager role. The Manager provides direction to cybersecurity staff while remaining hands-on in risk assessments, policies, control documentation, remediation plans, audit…
Added 50 mins ago
B
ServiceNow Technology Lifecycle Analyst
BMO
Toronto, ON · YNG
- Full-time
We are seeking a Technology Currency & Lifecycle Analyst to lead the monitoring, governance, and reporting of hardware and software technology lifecycle information across the enterprise.…
Added 1 hour ago
P
Senior Supply Chain Planner
PayCruit
Mississauga, ON
- Contract
Apply appropriate data governance, validation and human oversight when using AI-generated insights or recommendations.
Added 2 hours ago
GT
IT Project Control Coordinator - Financials
Global Technical Talent, an Inc. 5000 Company
Toronto, ON
- $50 to $55 CAD / hour
- Contract
…enhance cybersecurity, operational resilience, and third-party governance across the bank. Working closely with Project Managers, Scrum Masters, and other stakeholders, you'll help…
Added 2 hours ago
Senior Purchasing Advisor, Pacific Link (Contract)
Trans Mountain
Calgary, AB
Reports to: Manager, Supply Chain Management Purchasing
Added 3 hours ago
Corporate Project Manager
VCNA
Toronto, ON
The Corporate Project Manager manages assigned projects within established company policies, project governance, approved budgets, and delegated authority, with guidance from the Director,…
Added 3 hours ago
Senior Business Continuity Specialist
Payments Canada
Toronto, ON · Ottawa, ON
Reporting to the Manager, Business Continuity and Resiliency, the Senior Specialist leads, supports and provides subject-matter expertise for the day-to-day operations and the strategic…
Added 4 hours ago
VA
Senior Buyer (Goods and Services)
Vancouver Airport Authority
Vancouver, BC
- Full-time
We have a permanent, full-time opportunity for a Senior Buyer on the Supply Management team. Reporting to the Manager, Supply Management, Business and Operational Services, the Senior Buyer…
Added 4 hours ago
VA
Senior Buyer (Engineering & Construction)
Vancouver Airport Authority
Vancouver, BC
- Full-time
We have a permanent, full-time opportunity for a Senior Buyer on the Supply Management team. Reporting to the Manager, Supply Management, Engineering & Construction, the Senior Buyer leads…
Added 5 hours ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…the new Sectra regional shared PACS system and the Integrated Manager will play an integral role in supporting the ongoing implementation, optimization, and governance of the EPIC system…
Added 6 hours ago
RB
Sr Mgr, Cred Risk Acquisition
Rogers Bank
Toronto, ON
- Full-time
We are looking for an experienced and highly analytical Senior Manager, Credit Risk Strategy, Acquisition to lead the development and optimization of credit card acquisition strategies.
Added 11 hours ago
Sr Mgr, Cred Risk Acquisition
Rogers Communications
Toronto, ON
We are looking for an experienced and highly analytical Senior Manager, Credit Risk Strategy, Acquisition to lead the development and optimization of credit card acquisition strategies.
Added 11 hours ago
R|
Clinical Research Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
…governmental guidelines and regulations, the Clinical Trial Project Manager is responsible for the operational management of multicentre clinical research studies. The Project Manager…
Added 13 hours ago
V
Senior Counsel, Legal
Vosker
Montreal, QC
- Full-time
You will demonstrate autonomy, sound judgment, and leadership in managing your cases, while knowing when to seek support from your manager as needed.
Added 13 hours ago
S
Project Controller
Stantec
Toronto, ON
- Full-time
Support project setup, including work breakdown structures, baseline budgets and schedules, resource plans, project folders, reporting requirements, and project governance documentation.
Added 14 hours ago
F
Project Manager - Mining & Metals
Fluor
Vancouver, BC
- Full-time
In the role of Project Manager, you will have full accountability for overall project delivery of medium-sized or large-sized EPCM projects or to manage a significant and complex scope on a…
Added 15 hours ago
MA
IAM RBAC Business Solution Analyst Lead
Marsh Agency
Toronto, ON
- Full-time
Experience working with one or more leading identity governance platforms is essential, including SailPoint IdentityIQ, SailPoint Identity Security Cloud, Oracle Identity Manager (OIM), or…
Added 15 hours ago
MA
Executive Rewards Senior Associate & Project Manager
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 15 hours ago
MA
Technology Delivery Lead, Enterprise AI
Marsh Agency
Toronto, ON
- Full-time
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 15 hours ago
R
Data Steward (BD25AF1)
Referment
Montreal, QC
- Full-time
This could suit a data steward, data governance analyst, business analyst or data-quality specialist from a bank, asset manager or market-data provider who wants to work closer to AI-driven…
Added 15 hours ago
Director, Talent Development
Liberty Utilities
Oakville, ON
…leadership effectiveness, organizational capability, succession risk, engagement, and talent investment…

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