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Added 2 mins ago
OA
General Accounting Associate
OpenRoad Auto Group
Burnaby, BC
- Full-time
Added 2 mins ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts
Shoppers Drug Mart
Saskatoon, SK
- 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 3 mins ago
LC
Associate Merchant, Joe Fresh - Co-op Student
Loblaw Companies Limited
Toronto, ON
- Full-time
Loblaw has adopted the following hybrid working model (a combination of working between the office and remotely). Colleagues can work remotely up to 1 day a week, while spending the other 4…
Added 3 mins ago
SALES ASSOCIATE - CALL IT SPRING - MARKET MALL
The Aldo Group Inc / Le Groupe Aldo Inc.
Calgary, AB
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 18 mins ago
FR
Security Concierge
FirstService Residential Canada
Toronto, ON
- Full-time
Must possess a valid Ontario Security License
Added 18 mins ago
MI
Associate Director, Fund Onboarding & Accounting, Private Equity
MUFG Investor Services
Toronto, ON
- $76,730 to $112,537 CAD / year
- Full-time
…range of leading solutions from fund administration, middle-office outsourcing, custody, foreign exchange, trustee services and depository to securities lending and other banking…
Added 18 mins ago
EI
Claims Coordinator (ECH-ON)
Echelon Insurance
Mississauga, ON
- Full-time
At CCG, we are committed to delivering an exceptional Associate experience. We offer:
Added 18 mins ago
S
Full-Time/Part-Time Retail Associate (Optical): Brantford, ON
Specsavers
Brantford, ON
- Full-time
- Part-time
- Contract
In Canada, our support office is based in Burnaby, BC. Since entering the market in 2021, we’ve been scaling rapidly, now with over 250 locations nationwide. With advanced clinical…
Added 18 mins ago
KM
Cyber Security Analyst (GTA)
Konica Minolta Business Solutions Canada
Mississauga, ON
- $62,800.26 to $90,276 CAD / year
- Full-time
…video security solutions and managed print services, as well as office technology and industrial and commercial print solutions. 2025 marks Konica Minolta’s 20th anniversary in production…
Added 48 mins ago
T
Customer Experience Associate
TD
Calgary, 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 48 mins ago
NR
Manager, Accounting and Partnership Office
Norton Rose Fulbright
Toronto, ON · Montreal, QC
- Full-time
4 days in office – Montreal or Toronto
Added 48 mins ago
Warehouse Associate 1
Wismettac Asian Foods, Inc.
Montreal, QC
Warehouse Associate 1 contributes to the efficient operation of the warehouse by providing labor support to the Branch Office. Warehouse Associate 1 in this job performs a range of general…
Added 48 mins ago
UO
Research Associate, , Health Data Analytics & Evaluation, Physician Learning Program
University of Calgary
Calgary, AB
- Full-time
The Physician Learning Program in the Office of Continuing Medical Education in the Cumming School of Medicine invites applications for a Research Associate, Health Data Analytics &…
Added 48 mins ago
R-
Fashion Associate (Part time) - Mayfield Common
RCL - Reitmans Canada Ltd/Ltée
AB · Edmonton, AB
- Part-time
As a Fashion Associate, you will deliver personalized service and support daily store operations to ensure a welcoming, customer-first environment. From assisting in the fitting room to…
Added 48 mins ago
UO
Senior Commercial Business Opportunity Manager and Development Lead, AVP Strategy Enterprise Comm
University of Calgary
Calgary, AB
- Full-time
…opportunities. Operating with significant autonomy on behalf of the Associate Vice-President, Commercial and Enterprise Strategy, the Vice-President (Finance and Services) and other…
Added 48 mins ago
S
Accounts Payable Specialist
Svante
Burnaby, BC
- Full-time
Working Mode: Hybrid (4 days per week in office)
Added 48 mins ago
SC
Sourcing Manager
Staples Canada
Richmond Hill, ON
- $87,800 to $109,750 CAD / year
- Full-time
Office environment – Hybrid, with 4 days onsite in Richmond Hill, subject to the hybrid policy.
Added 48 mins ago
C
Inventory Control Coordinator
Carboline
Vaughan, ON
- Full-time
An associate degree in Business, Supply Chain, Logistics or a related field combined with relevant work experience can also be suitable, especially if candidates have 2-4 years of direct…
Added 1 hour ago
TA
Sales Associate - Part Time ALDO 1476
The Aldo Group Inc / Le Groupe Aldo Inc.
Mississauga, ON
- Part-time
Reporting to the Store Manager, the Part-Time Sales Associate at ALDO is all about driving sales while creating a great in-store experience. You bring the energy, the style, and the…
Added 1 hour ago
Field Service Representative I - Thermal
Vertiv
Edmonton, AB
Must have High School Diploma or HVAC Trade Credentials · Must have ability to regularly lift at least 50 pounds
Added 1 hour ago
OC
Regional Sales Manager, Eastern Canada
Oatey Company
Newmarket, ON
- Full-time
Ability to attend travel to the Newmarket, Ontario office quarterly.
Added 1 hour ago
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Caledonia, ON
- Part-time
Ensures all loss prevention standards are implemented, manages daily cash office inventory and cashier tracking, tracking sheets, PC Optimum procedures
Added 1 hour ago
SD
Post Office Clerk, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Toronto, 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
SD
Front Store Supervisor, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Niagara-on-the-Lake, ON
- Part-time
Ensures all loss prevention standards are implemented, manages daily cash office inventory and cashier tracking, tracking sheets, PC Optimum procedures
Added 1 hour ago
W
(CAN) Modular Team Associate
Walmart
Strathmore, AB
- Part-time
2.Setting modular Home Office Bought Features and merchandising non basic items.

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