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Added 3 mins ago
T
Holiday Sales Associate PT Under 20 hours
Tumi
Vaughan, ON
- Part-time
As part of our Retail team, the Holiday Sales Associate is responsible for creating a client experience that accurately reflects the ethos of our brand while building and maintaining strong…
Added 18 mins ago
OC
Regional Sales Manager, Eastern Canada
Oatey Company
Newmarket, ON
- Full-time
…customer needs and special requests. As well as use consumer research to maximize potential revenues and gain the loyalty of your…
Added 33 mins ago
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Investment Associate
BMO
Ottawa, ON · CARL
- Full-time
…generation, client communication and conducting investment research or generating proposals as…
Added 33 mins ago
RC
Payroll Technician, Senior Associate
RSM Canada
Calgary, AB
- Full-time
Conduct research and prepare data, reports and presentations, as required
Added 33 mins ago
OW
Oliver Wyman - Sr. Analyst, Associate Team Lead; Team Lead; Director-Data and Analytics (DNA) - Toronto
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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 33 mins ago
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Payroll Technician, Senior Associate
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Calgary, AB
- Full-time
Conduct research and prepare data, reports and presentations, as required
Added 48 mins ago
UO
Research Associate
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Edmonton, AB
- Full-time
The role provides administrative, technical, research, and academic support for ongoing research programs and projects. Responsibilities include conducting research; preparing and revising…
Added 1 hour ago
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Associate Investment Advisor, Wood Gundy
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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 1 hour ago
I
Consultant, Services de conseil et d’analyse / Consultant, Consulting & Analytics Services
IQVIA
Mississauga, ON · Montreal, QC · Quebec, QC
- Full-time
Added 1 hour ago
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PhD position: Global Watershed Hydrologic Function, University of British Columbia
Community Surface Dynamics Modeling System (CSDMS)
Vancouver, BC · Greater Vancouver Metropolitan Area
- Internship
Associate Professor, Department of Earth, Ocean and Atmospheric Sciences
Added 1 hour ago
UO
Associate Professor/Professor - African Arts, Media and/or Cultural Studies
University of Toronto
Toronto, ON
- $200,000 CAD / year
…Studies Centre (49%). The appointment will be at the rank of Associate Professor or Professor, with an anticipated start date of July 1, 2027. The successful candidate will be eligible to…
Added 1 hour ago
Research Associate (Limited Term, 2 years)
University of Toronto
Toronto, ON
The Research Associate will serve as a senior scientific leader within the lab and will work in close partnership with Dr. Bowen Li (Principal Investigator) to oversee and advance the lab’s…
Added 1 hour ago
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QA - Data Reviewer, Associate
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- Full-time
The QA – Data Reviewer, Associate is responsible for ensuring GMP compliance and data integrity through verification of records generated in sampling, preparation, instrumental analysis,…
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AMHSP Position Computational Clinician Scientist in the Genetic Epidemiology of Lipids Disorders
University of Alberta
Edmonton, AB
- Full-time
The Endocrine Division’s research collaborations span basic, clinical and community-based research. Current areas of strength include Diabetes, Obesity and Nutrition, Quality Improvement,…
Added 2 hours ago
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Database Administrator
Financial Services Regulatory Authority (FSRA)
Toronto, ON · FSRA Head Office
- Full-time
Provides highly specialized senior technical leadership and expertise in database technologies to research, scope, design, plan, implement, as per project initiatives, and maintain and…
Added 2 hours ago
UH
Food Services Associate
University Health Network
Toronto, ON
- Part-time
Availability to work a rotation of two weekends on and one weekend off and regularly rotating between morning, afternoon, and evening shifts
Added 2 hours ago
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Associate Financial Analyst (Contract)
Agricorp
Guelph, ON
- Full-time
Agricorp is looking for an Associate Financial Analyst to join our Finance department in the Corporate Services division. Agricorp’s Finance department is a dynamic, professional team…
Added 2 hours ago
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Associate Financial Analyst (Contract)
Agricorp
Guelph, ON
- Contract
Agricorp is looking for an Associate Financial Analyst to join our Finance department in the Corporate Services division. Agricorp’s Finance department is a dynamic, professional team…
Added 2 hours ago
AC
Senior Associate, Corporate Finance - Due Diligence
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Toronto, ON
- Full-time
Make an impact with our Corporate Finance team as a Senior Associate. This diverse team of professionals maximizes our clients’ potential so they can seize opportunities as they emerge…
Added 3 hours ago
SN
Associate Dean, Business
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Brantford, ON
- Full-time
The Associate Dean, Business exists to establish and lead the development of Six Nations Polytechnic (SNP)’s new Business portfolio through the five-year Mamawi initiative. The role will…
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Fire Protection Engineer
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Added 4 hours ago
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Research Analyst Intermediate
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Saint-Paul, NB · St.-Paul, NB
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Work Shift/Work Hours: Day Shift
Added 10 hours ago
Associate Principal/Strategy & Medical Affairs (Life Sciences)
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Toronto, ON
…organizations, and advocacy groups from the earliest stages of research into new therapy areas, through clinical development, to the launch of therapies that will achieve commercial success…
Added 11 hours ago
UO
Senior Advisor, Executive Operations
University of Ottawa
Ottawa, ON · Roger Guindon Hall
- Full-time
…faculty is among the top faculties of medicine in the world for research impact in biomedical and health…
Added 11 hours ago
BA
Associate, Investor Relations and FP&A
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Toronto, ON · Brookfield Place
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BMO

Investment Associate

Ottawa, ON, Canada
CARL, 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 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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Jobs in Canada