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Added 17 mins ago
SI
Senior Integrated Marketing Specialist (Contract)
Staples Inc.
Richmond Hill, ON
- Full-time
Partner with appropriate teams to ensure overall process of creation, implementation, communication and monitoring of marketing campaigns in their portfolio.
Added 29 mins ago
RD
Associate Advisor
RBC Dominion Securities
Toronto, ON
- Full-time
Collaborate with internal teams (operations, compliance, portfolio management) to ensure seamless execution and issue resolution
Added 29 mins ago
KC
Manager, Mid-Level Giving and Community Fundraising
Kids Cancer Care Foundation of Alberta
Calgary, AB
- Full-time
The Mid-Level and Community Fundraising Manager is responsible for managing a portfolio of mid-level donors, while providing leadership and oversight to Kids Cancer Care’s community…
Added 29 mins ago
KC
Associate Director, Development
KingSett Capital
Toronto, ON
- Full-time
KingSett is seeking an Associate Director to join the Development team. This role will have a primary focus on automation, while leveraging a strong background in real estate finance and…
Added 29 mins ago
S
L'associé(e), Gestion de capital/Associate, Capital Management
Sagard
Montreal, QC
- Full-time
…outstanding growth. Today, the firm has more than US$45 billion under management, 190 portfolio companies and 540…
Added 32 mins ago
T
Client Services Representative - TD Asset Management
TD
Montreal, QC
- Full-time
In attaining this client commitment, TDAM has built one of Canada’s largest and most respected investment management and research teams with more than 220 Portfolio Managers, Associate…
Added 32 mins ago
T
Associate Trust Officer
TD
London, ON
- Full-time
As an Associate Trust Officer, you’ll have the opportunity to combine your legal, estate, trust, or client-service experience with the depth and reach of TD Wealth. You’ll work alongside…
Added 32 mins ago
C
Associate Financial Advisor
CIBC
Saskatoon, SK
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 32 mins ago
C
Associate Financial Advisor
CIBC
Winnipeg, MB
- Full-time
…you’ll make a meaningful difference in our clients' lives. As an Associate Financial Advisor, you’ll form a deep understanding of your personal and small business clients’ needs as you…
Added 32 mins ago
C
Associate, Resource Optimization & Analytics, Global Markets (12-24 month contract)
CIBC
Toronto, ON
- Full-time
As an Associate in Global Markets Analytics, embedded within the Resource Management Group, you'll play a key role in driving resource optimization across the trading floor. You'll design,…
Added 47 mins ago
CB
Shipping and Receiving Associate
Cornerstone Building Brands
Calgary, AB
- Full-time
Cornerstone Building Brands is North America’s leading manufacturer of exterior building materials, offering a broad portfolio of products for residential construction, remodeling, and…
Added 47 mins ago
Associate Manager, Business Operations
Zynga
Toronto, ON
Zynga, the global leader in mobile games, is currently seeking a full-time Associate Manager, Business Operations. We are looking for a highly organized, self-motivated operator who excels…
Added 1 hour ago
CL
Residence Life Manager
Campus Living Centres
Toronto, ON
- Full-time
Oversee occupancy management of residence(s).
Added 1 hour ago
CB
Shipping and Receiving Associate
Cornerstone Building Brands
Calgary, AB
- Full-time
Cornerstone Building Brands is North America’s leading manufacturer of exterior building materials, offering a broad portfolio of products for residential construction, remodeling, and…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
London, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
AB · Edmonton, AB
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Wealth Assocaite
National Bank of Canada
Mississauga, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
NB
Wealth Associate
National Bank of Canada
Oakville, ON
- Full-time
A career as a Wealth Associate at National Bank is a job where you can showcase your ability to work in synergy with clients and colleagues. In this role, you will help wealth advisors to…
Added 1 hour ago
C
Associate Insurance Advisor
Co-operators
Victoria, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
S
Sales Consultant
Sysco
Toronto, ON · Buckhead Toronto
- Full-time
Responsible for Strategic Account Planning, developing new business, growing account portfolio, and retaining customer accounts to achieve profitable sales growth within assigned territory
Added 1 hour ago
RB
Associate Advisor
Royal Bank of Canada
Toronto, ON
- Full-time
Collaborate with internal teams (operations, compliance, portfolio management) to ensure seamless execution and issue resolution
Added 2 hours ago
B
Associate Director, Deposits
BMO
Toronto, ON · FCP
- Full-time
The Associate Director, Deposits plays a critical role in supporting and advancing the Private Wealth Deposits business across both Private Banking and BMO Nesbitt Burns. This position…
Added 2 hours ago
SI
Sales Associate
SNDL Inc.
Calgary, AB · ACE Liquor Discounter Copperfield
- Part-time
We’re looking for a motivated and dependable Sales Associate to join our team. If you bring a positive attitude and a willingness to learn, we’ll provide the training you need to succeed.…
Added 2 hours ago
Associate, Product Developer
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
…of fashion footwear, handbags, and accessories. Our diverse portfolio includes household brands such as ROXY, Brooks Brothers, Ted Baker, Hunter, and G.H.BASS. In addition to our head…
Added 2 hours ago
HC
Treasury Funding Associate
Hyundai Capital
Toronto, ON
- Full-time
Position Details: Reporting to the Manager, Treasury Funding as an integral part of the HCCA Treasury team, the Associate, Treasury Funding is charged with maintaining medium and long-term…

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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