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Personal Lines Account Manager
KRGinsure
Toronto, ON
- Full-time
We are seeking a Personal Lines Account Manager who excels in providing comprehensive client service. In this role, you will manage a portfolio of accounts and support clients with their…
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CC
Gestionnaire chaîne logistique et opérations
Cerco Cable Canada
Dorval, QC
- Full-time
Reporting to the Vice-President, Operations and Supply Chain, the Logistics and Operations Manager plays a key role in managing the flow of goods at Cerco Cable, from purchasing to…
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Gestionnaire de succursale / Branch Manager
Dexter
Longueuil, QC
- Full-time
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BG
Key Account Manager
Bosch Group
Mississauga, ON
- Full-time
Basic knowledge of construction products and power tools is not necessary. We provide a world class, hands-on sales and product training program for all candidates regardless of previous…
Added 14 mins ago
OR
Pricing, Communications and POS Lead
OSL Retail Services Inc
Mississauga, ON
- Other
We are seeking a Pricing Communications and POS Lead. Reporting to the GTM & Sales Enablement Manager, our ideal candidate is responsible for managing pricing, promotions, and communication…
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OR
Wireless Sales Associate - 3031 Etobicoke
OSL Retail Services Inc
Toronto, ON · Etobicoke, ON
- Other
Wireless Sales Associate | Part-Time | 3031 Etobicoke
Added 14 mins ago
EC
Future Leaders Program – Management Trainee
EMCO Corporation
Saskatoon, SK · Surrey, British Columbia
- Full-time
If you’re a new grad who wants more than a desk job - someone excited by supply chain, sales, business development, and entrepreneurship - this is your chance to build a real career from…
Added 14 mins ago
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Investment Associate
BMO
Ottawa, ON · CARL
- Full-time
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…
Added 15 mins ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Victoria, BC
- $52,500 CAD / year
- Full-time
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ZI
Client Success & Operations Manager
Zentrela Inc.
Hamilton, ON
- Full-time
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Added 15 mins ago
RJ
Compliance Officer
Raymond James Ltd.
Toronto, ON
- Full-time
RJLU is a cross-border firm registered in the U.S · broker-dealer or Canadian cross-border dealer highly desired
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Future Leaders Program – Management Trainee
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Calgary, AB
- $52,500 CAD / year
- Full-time
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Future Leaders Program – Management Trainee
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Saskatoon, SK
- $52,500 CAD / year
- Full-time
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Future Leaders Program – Management Trainee
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- $52,500 CAD / year
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Future Leaders Program – Management Trainee
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Surrey, BC
- $52,500 CAD / year
- Full-time
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Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Burnaby, BC
- $52,500 CAD / year
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Added 15 mins ago
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National Technical Services Manager, Ruminants
Brunel
Canada
- Full-time
As the National Technical Services Manager - Ruminants, you will play a key role in supporting the growth and success of our client’s ruminant business across Canada. Acting as a trusted…
Added 15 mins ago
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General Manager
Arrow
Stratford, ON
- Full-time
Position Summary: The General Manager (GM) is responsible for overseeing all aspects of the manufacturing operations, including production, P&L management, quality control, maintenance,…
Added 15 mins ago
Responsable technique des comptes infonuagiques | Cloud Technical Account Manager
Amazon
Montreal, QC
…AWS Enterprise Support we’re looking for a Technical Account Manager (TAM) to support our customers’ creative and transformative spirit of innovation across all technologies, including…
Added 15 mins ago
RB
Branch Manager
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- Full-time
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Delivery Practice Manager, Public Sector Professional Services
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GARAGE - Store Manager - CrossIron Mills
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Rocky View No 44, AB · Rocky View County, Alberta
- Full-time
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Added 29 mins ago
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Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Kamloops, BC
- $52,500 CAD / year
- Full-time
If you’re a new grad who wants more than a desk job - someone excited by supply chain, sales, business development, and entrepreneurship - this is your chance to build a real career from…
Added 29 mins ago
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Branch Manager
RBC
Winkler, MB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…

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