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Added 12 mins ago
KE
Senior Engineering Manager
Kerkhoff Engineering
Chilliwack, BC
- Full-time
Lead our growing team of engineers and drafters, overseeing high-level project delivery and mentoring talent while shaping the future of precast design across Western Canada.
Added 12 mins ago
S
Utilities Manager – ALTO
SYSTRA
Montreal, QC
- Full-time
The Utilities Manager will support with developing & providing leadership to the team on the wide range of utilities work required to be undertaken to enable the main electrification and…
Added 12 mins ago
AR
Department Manager
Aldred Restaurants Ltd
Courtenay, BC
- Full-time
…enjoying a flexible and inclusive environment. As a Department Manager, you’ll have the opportunity to take ownership of a key area of the restaurant - whether it’s People, Guest…
Added 12 mins ago
OC
Contract Field Instructors, Heavy Equipment Operator
Olds College of Agriculture & Technology
Olds, AB
- Contract
Delivery of the HEO course over a 15-week period and/or short industry training sessions
Added 12 mins ago
T
Portfolio Lead
TEKsystems
Toronto, ON
- $100 to $120 CAD / hour
- Full-time
…platforms, simplifying workflows, and leveraging AI-enabled delivery practices to accelerate…
Added 12 mins ago
CC
Supervisor, Distribution
Coca-Cola Canada Bottling Limited
Montreal, QC
- Full-time
Reporting to the Manager, Distribution, the Supervisor, Distribution is responsible for the management of Coke Canada drivers and the effective distribution of Coca-Cola product to our…
Added 12 mins ago
TI
PRO, Program Coordinator
Touchstone Institute
Toronto, ON
- Contract
…competency assessment and learning programs to support the delivery of high-quality health care. Touchstone Institute works closely with physicians, nurses and other healthcare providers…
Added 12 mins ago
MN
Housing Support Case Manager
Mi'kmaw Native Friendship Centre
Halifax, NS
- Full-time
Employment Opportunity: Housing Support Case Manager
Added 12 mins ago
Licensed Practical Nurse
Covenant Care + Covenant Living
Red Deer, AB
Reporting to the Resident Care Manager (RCM), the Licensed Practical Nurse (LPN) is responsible for managing the day-to-day delivery of care to residents by motivating and empowering the…
Added 12 mins ago
SE
Room Management Systems Architect
Schneider Electric
Montreal, QC
- Full-time
Provide technical leadership and mentorship to multidisciplinary engineering teams, helping solve complex challenges and driving successful delivery from concept through release.
Added 12 mins ago
EC
Health and Safety Advisor - Atlantic Canada
EnGlobe Corp.
Dartmouth, NS
- Full-time
…identify and manage risk while supporting successful project delivery. This role requires a strong field presence, sound judgment, and the ability to build productive relationships across…
Added 12 mins ago
Administrative Support Clerk, Mental Health and Substance Use Services
Fraser Health
Burnaby, BC
Supporting the Vision, Values, Purpose and Commitments of Fraser Health including service delivery that is centered around patients/clients/residents and families, the Administrative…
Added 12 mins ago
FH
Registered Nurse, CCU, ICU, Cardiac Stepdown, High Acuity, CSICU
Fraser Health
Chilliwack, BC
- Full-time
…interprofessional care team to ensure comprehensive care planning and delivery, and collaborating and communicating with the Patient Care Coordinator on issues that will affect the…
Added 12 mins ago
FH
Registered Nurse, Transition Line (Specialty Nursing)
Fraser Health
Abbotsford, BC
- Full-time
…interprofessional care team to ensure comprehensive care planning and delivery, and collaborating and communicating with the Patient Care Coordinator on issues that will affect the…
Added 12 mins ago
Scheduler Home Support Services Abbotsford
Fraser Health
Abbotsford, BC
Under the general supervision of the Manager or designate, coordinates and maintains the scheduling of designated Home Health/Home Support (HH/HS) staff to ensure provision of services to…
Added 12 mins ago
FH
Registered Nurse, Emergency - Specialty Qualified - Royal Columbian Hospital
Fraser Health
New Westminster, BC
- Full-time
…interprofessional care team to ensure comprehensive care planning and delivery, and collaborating and communicating with the Patient Care Coordinator on issues that will affect the…
Added 12 mins ago
FH
Registered Nurse, Transition Line - Intensive Care Unit - Royal Columbian Hospital
Fraser Health
New Westminster, BC
- Part-time
…interprofessional care team to ensure comprehensive care planning and delivery, and collaborating and communicating with the Patient Care Coordinator on issues that will affect the…
Added 27 mins ago
BI
Licensed Insurance Advisor
BMO Insurance
ON · Ontario, Canada
- Full-time
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Added 27 mins ago
BI
Licensed Insurance Advisor
BMO Insurance
BC · British Columbia, Canada
- Full-time
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Added 27 mins ago
BI
Licensed Insurance Advisor
BMO Insurance
AB · Alberta, Canada
- Full-time
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Added 27 mins ago
IP
Group Lead, Electrical
IPS-Integrated Project Services
Vaughan, ON
- Full-time
Assign work to project team members, regularly review progress, and notify the Project Manager of potential scope, schedule, budget, or resource changes.
Added 27 mins ago
GG
Quarry Manager
Grizzlytrek Group
Exshaw, AB
- Full-time
Experience 5 to 8 years as a successful manager of a mine operation; proven track record in aggregate manufacturing or a related industry
Added 27 mins ago
PL
IT Advisor
Powertech Labs
Surrey, BC
- $109,000 to $138,000 CAD / year
- Full-time
…Powertech Labs Inc. and Powertech USA. Reporting to the Snr IT Manager, this role is crucial for ensuring security and efficiency of our IT services. The ideal candidate will have a broad…
Added 27 mins ago
M
Chef Manager
Maquise
Edmonton, AB
- Full-time
The Manager is responsible for monitoring and evaluating meal preparation and service to ensure established standards are maintained for both quality and quantity of all meals and snacks.…
Added 41 mins ago
CO
Water Project Manager, Engineering
City of St. Louis
Water Valley, AB
- Full-time
Water Project Manager, Engineering - (2600004G)

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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