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Added 3 hours ago
EH
Business Development Account Manager (AM) - Western Canada
Edgewood Health Network Inc
Canada
- $80,000 to $95,000 CAD / year
- Full-time
…of corporate clients while building strong, trusted and long-term partnerships. This role is accountable for client satisfaction, revenue growth, retention and portfolio profitability, and…
Added 3 hours ago
Sales Advisor Key Holder
Maison Birks
Ottawa, ON
As a Key Holder/Sales Advisor at our Bayshore store, you will support the store leadership team in driving sales, delivering exceptional customer service, and maintaining operational…
Added 4 hours ago
SW
Portfolio Manager | Associate Portfolio Manager | Wealth Manager - SJF - Markham
Scotia Wealth Management
Markham, ON
- Full-time
Develop deep, long-term client relationships through ongoing life based discovery.
Added 4 hours ago
B
Building Enclosure Engineer
BPA
Ottawa, ON · Kanata, ON
- Full-time
Buildings account for a significant share of energy use, emissions, and long‑term operational cost. The performance of the building enclosure is central to solving these challenges.
Added 6 hours ago
B
SENIOR BUSINESS ADVISOR, BUSINESS STRATEGY - Toronto
BDC
Toronto, ON
- Full-time
As a Senior Business Advisor, Strategy within BDC Advisory Services, you act as a senior strategic advisor to entrepreneurs and executive teams at pivotal moments of growth, transformation,…
Added 6 hours ago
AI
Human Resources Manager - Ontario
Ainsworth Inc
Mississauga, ON
- Full-time
…effectiveness, compliance, and employee engagement. As a trusted advisor, the Human Resources Manager supports business leaders in fostering a positive workplace culture, leading…
Added 6 hours ago
GP
Représentant(e) des ventes et du développement des affaires
Global Payments Inc.
Quebec, QC · Greater Quebec City Metropolitan Area
- Full-time
…and software solutions that fuel their success. As a trusted advisor and relationship builder, you'll create new opportunities, expand our client base, and influence how businesses operate…
Added 7 hours ago
B
Client Service Associate, BMO Nesbitt Burns
BMO
Calgary, AB · CALG
- Full-time
Develops rapport and instills confidence with the client to develop credibility and promote a positive client experience resulting in retaining long- term client relationships and delivers…
Added 7 hours ago
EP
Field Service Technician - Laval
East Penn Canada: Backup Power Division
Laval, QC
- Full-time
…operations. We provide the tools, training, benefits, and long-term stability needed to succeed in this…
Added 8 hours ago
A
Personal Banking Advisor - Calgary Marda Loop
ATB
Calgary, AB
- Full-time
Elevate Your Career as a Personal Banking Advisor at ATB Financial!
Added 8 hours ago
SM
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
Client: Government of Alberta – GOAPRDJP000001031
Added 8 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 8 hours ago
SM
Processing Center Advisor - GOAPRDJP000001031
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
Client: Government of Alberta – GOAPRDJP000001031
Added 8 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 8 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 9 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 9 hours ago
EP
Technical Sales Representative - Laval
East Penn Canada: Backup Power Division
Montreal, QC
- Full-time
…power, and consumer markets, creating ongoing demand and long‑term account relationships. We support our sales professionals with strong products, meaningful partnerships, and the structure…
Added 9 hours ago
WI
Senior Principal Engineer / Technical Director - Tailings & Mine Waste
WSP in Canada
Victoria, BC
- Full-time
…will serve as a recognized technical authority and strategic advisor, leading some of the most complex and high-profile mining projects across Western Canada and beyond. You will provide…
Added 9 hours ago
RD
Associate, Wealth Management - 18 month contract
RBC Dominion Securities
Mississauga, ON
- Full-time
…the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional…
Added 13 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
…this by performing audits, reviews and compilations to meet client needs within construction, healthcare or manufacturing/distribution among others while also managing expectations from…
Added 15 hours ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
Identify and escalate complex technical, operational, or deployment issues to the wider Operations and Solutions engineering teams, acting as the client's internal advocate.
Added 17 hours ago
M
Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
Ability to triage existing lead to effectively handle immediate needs or position a warm introduction to Wealth & Ret advisor, as needed
Added 20 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 20 hours ago
SM
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
- Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 20 hours ago
R
Financial Advisor - Greater Toronto Region
RBC
Aurora, ON · Brampton, ON · Markham, ON · Mississauga, ON · Newmarket, ON · Richmond Hill, ON · Toronto, ON · Vaughan, ON
- Full-time
Demonstrated ability to build trust and maintain long-term client relationships

BMO

Investment Associate, Private Wealth

Markham, ON, Canada
UPMA, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Oct 16, 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: Oct 1, 2026

Original job description

Application Deadline:

10/15/2026

Address:

3985 Highway 7 East

Job Family Group:

Wealth Sales & Service

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

The investment Associate is 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.
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.
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 hold or be eligible to obtain the required CIRO Registered Representative licences and certifications for the applicable branch and jurisdiction.
Mandarin or Cantonese language skills are strongly preferred.
Demonstrated experience supporting high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients with investment, financial planning, and wealth management needs.
Proven ability to develop and deepen client relationships, identify growth opportunities, and contribute to business development initiatives.
Experience preparing investment proposals, conducting portfolio analysis, and supporting portfolio review discussions with clients.
Strong understanding of investment products, portfolio construction, asset allocation, and wealth planning concepts.
Knowledge of financial planning strategies, including retirement, tax-efficient investing, and estate planning considerations.
Experience working collaboratively with internal partners and Centres of Influence (COIs) to deliver comprehensive wealth management solutions.
Please note the base salary for this role in Toronto is $42,400
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

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.

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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 solutions. They support lead advisors in portfolio reviews, business development activities, and the execution of financial plans while ensuring compliance with regulatory standards.

Requirements

Candidates must have at least 5 years of relevant experience and hold or be eligible for CIRO Registered Representative licenses. Strong proficiency in investment products, wealth planning, and the ability to build relationships with high-net-worth clients are essential.

Skills

Investment management
Wealth planning
Portfolio construction
Financial planning
Business development
Asset allocation
Retirement planning
Tax-efficient investing
Estate planning
Portfolio analysis
Sales
Networking
Data analysis
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Associate
Private Wealth
BMO Nesbitt Burns
Wealth Management
CIRO
Registered Representative
High-net-worth
Ultra-high-net-worth
Portfolio Review
Financial Planning
Asset Allocation
Tax Efficiency
Estate Planning
Business Development
Client Prospecting
Data Governance
Risk Management
Investment Research
Sales Performance
Relationship Management
Investment Strategies
Financial Goals
Market Knowledge
Portfolio Construction
Wealth Planning

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