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Added 35 mins ago
Automation Manager (Full Time Contract - 12 Months)
IG Wealth Management
MB · Manitoba, Canada
Full-time
Reporting to the Senior Manager, Business Managed Technology Solutions, the Automation Manager will be responsible to lead and execute upon knowledge-based functions for business…
Added 49 mins ago
Manager, Fulfillment (TBS)
The Beer Store
Bolton, ON
Full-time
We are currently searching for a Manager, Fulfillment (TBS), reporting to the Senior Manager, Supply Chain Planning. This vacancy is a full-time, permanent opportunity. The Manager,…
Added 3 hours ago
Center Supervisor- Perm- Orillia/Huntsville
Serco
Orillia, ON
Full-time
Plan, organize, and direct front-line employees on daily/weekly activities in the DTC (DriveTest Centre), to meet section service delivery objectives.
Added 4 hours ago
Sterility Assurance Lead - Day shift (Monday to Friday 8:00-17:30)
Baxter International Inc.
Mississauga, ON
Full-time
…salary as well as estimated target payout under the Management Incentive Compensation Plan. Individual pay will be determined based upon skills, expertise and experience, and the incentive,…
Added 4 hours ago
Capital market support engineer
Capgemini
Montreal, QC
Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of…
Added 4 hours ago
Capital market support engineer
Capgemini
Montreal, QC
Full-time
Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of…
Added 5 hours ago
Manager, Fulfillment (TBS)
Brewers Retail Inc
Bolton, ON
We are currently searching for a Manager, Fulfillment (TBS), reporting to the Senior Manager, Supply Chain Planning. This vacancy is a full-time, permanent opportunity. The Manager,…
Added 6 hours ago
SAP Success Plan Manager – Specialist
SAP IT Business Systeme
Calgary, AB
$99,900 to $217,300 CAD / year
Full-time
…for this position is included in the job posting. The actual compensation offered to the successful candidate will fall within that range and will depend on factors such as education,…
Added 6 hours ago
Copy of SAP Success Plan Manager – Specialist
SAP IT Business Systeme
Vancouver, BC · Calgary, Alberta
$99,900 to $217,300 CAD / year
Full-time
…for this position is included in the job posting. The actual compensation offered to the successful candidate will fall within that range and will depend on factors such as education,…
Added 6 hours ago
Manager, Global Benefits
Geotab
Toronto, ON
Full-time
…objectives, integrating AI and data-driven tools to modernize program delivery, and supporting organizational growth through M&A activity. The Global Benefits Manager leads a team of…
Added 6 hours ago
Manager, Global Benefits
Geotab
Oakville, ON
Full-time
…objectives, integrating AI and data-driven tools to modernize program delivery, and supporting organizational growth through M&A activity. The Global Benefits Manager leads a team of…
Added 6 hours ago
Manager, Global Benefits
Geotab
Waterloo, ON
Full-time
…objectives, integrating AI and data-driven tools to modernize program delivery, and supporting organizational growth through M&A activity. The Global Benefits Manager leads a team of…
Added 7 hours ago
Project Manager - Real Estate
McKesson
Mississauga, ON
Full-time
McKesson is seeking a Project Manager - Real Estate to lead the delivery of midsize projects spanning cybersecurity, workplace technology, and AV deployments. This role combines technical…
Added 7 hours ago
Customer Care Representative - Day shift (Monday to Friday 8:00-16:00)
Baxter International Inc.
Mississauga, ON
Full-time
…salary as well as estimated target payout under the Management Incentive Compensation Plan. Individual pay will be determined based upon skills, expertise and experience, and the incentive,…
Added 8 hours ago
Nuclear Services Tech
ATS Automation
Cambridge, ON
Manage procurement, delivery, and storage of spare parts and materials to maintain inventory.
Added 10 hours ago
Program Manager, Talent Development - ARC’One
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New Westminster, BC
Full-time
As the Program Manager, Talent Development, Arc’One, you will own the learning and talent development portfolio for our Manufacturing and Distribution Centre, partnering closely with…
Added 16 hours ago
Pitch Manager
Klick
Toronto, ON
Full-time
This role offers a base salary of $80,000–$95,000 CAD with the opportunity to earn additional incentive compensation based on team, company, and/or individual performance.
Added 18 hours ago
Principal Strategic Deal Maker
Capgemini Engineering
Mississauga, ON
Full-time
Important Notice: Compensation (including bonuses, commissions, or other forms of incentive pay) is not considered earned, vested, or payable until it becomes due under the terms of…
Added 18 hours ago
Engineering Manager, AI
Lattice
Canada
Full-time
Own the execution and delivery of the AI Platform roadmap, balancing near-term product impact with long-term platform investments.
Added 19 hours ago
Creative Services Manager
UBC Properties Trust
Vancouver, BC
$75,000 to $85,000 CAD / year
Full-time
Reporting to the Director of Marketing, the Creative Services Manager maintains and applies UBC Properties Trust’s brands and leads the production, governance, and delivery of branded…
Added 20 hours ago
Manager, Internal Audit, Regulatory Compliance and Risk Management (Bilingual FR/EN)
Pwc Canada
Montreal, QC
Full-time
…employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering…
Added 22 hours ago
Senior Manager Benefits & Wellness
IG Wealth Management
MB · Manitoba, Canada
Full-time
As a member of IGM’s Total Rewards team, you will lead the end-to-end delivery and continuous improvement of the administration of benefits, retirement and wellness programs for IGM’s…
Added 22 hours ago
Senior Manager Benefits & Wellness
IG Wealth Management
ON · Ontario, Canada
Full-time
As a member of IGM’s Total Rewards team, you will lead the end-to-end delivery and continuous improvement of the administration of benefits, retirement and wellness programs for IGM’s…
Added 22 hours ago
Sales Excellence Manager, North America
Nutreco
Guelph, ON
Full-time
Get ready to Own critical hiring delivery as a Sales Excellence Manager, North America at Trouw Nutrition, a Nutreco company. As global leaders in animal nutrition and aquafeed, our shared…
Added 22 hours ago
Manager, Internal Audit, Regulatory Compliance and Risk Management (Bilingual FR/EN)
PwC Canada
Montreal, QC
Full-time
…employees may have opportunities to participate in variable incentive pay programs which are designed to reward individual and firm-wide achievements. We are committed to offering…

BMO

Investment Associate, Nesbitt Burns

Brossard, QC, Canada

Job type: Full-time
Apply by: Oct 31, 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: Sep 28, 2026

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Original job description

Application Deadline:

10/30/2026

Address:

2340A boulevard Lapiniere

Job Family Group:

Wealth Sales & Service

About BMO Nesbitt Burns

BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth - where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.

Job Description

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.

The range below reflects the BMO enterprise range. The expected base-pay range for this position is between: $40,000.00 - 42,000.00.

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure, earning a multiple of salary up to: 2.5x

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.

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More about this job

Responsibilities

The Investment Associate manages and grows client relationships by providing customized investment advice and wealth management services. They also support lead advisors in business development, portfolio reviews, and the execution of financial plans while ensuring compliance with regulatory standards.

Requirements

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

Skills

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

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
BMO Nesbitt Burns
Financial Planning
Portfolio Construction
Client Service
Business Development
Sales
Risk Management
Regulatory Compliance
Data Governance
Financial Analysis
Retirement Planning
Tax Efficiency
Networking
Telemarketing
Investment Research
Wealth Planning
Private Banking
Trust & Estate

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