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Added 12 mins ago
LV
Team Lead
Louis Vuitton
Toronto, ON
- Full-time
As a Team Lead, you will be an ambassador of the Brand and will assist the Store Manager and/or Team Managers to mentor and develop the team, build Client relationships, proactively…
Added 12 mins ago
NA
Account Manager – Architecture Services B8C
NHS Ayrshire & Arran
AB · Mountain View County, AB
- Full-time
Excellent customer relationship, service provision, service development, supplier management and programme management skills are critical to success in a role that will also help deliver…
Added 12 mins ago
SV
Executive Assistant
St. Vincent's Hospice
St. Vincent's, NL · St Vincent, NL
- Full-time
…confidential employee support service, ongoing learning and development opportunities, on-site lunch/refreshment options and free parking. These are consistent with the benefits currently…
Added 12 mins ago
SH
Diversity, Equity, Inclusion and Accessibility Associate - TFT
Southlake Health Community
Newmarket, ON · Southlake Health
- Full-time
The Associate for Diversity, Equity and Inclusion (DEI) will work collaboratively with the Program Manager, DEI and Manager, Patient Relations and Patient Experience to support the…
Added 27 mins ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
Supports the development and execution of strategic plans, investment platform initiatives, and business transformation programs.
Added 27 mins ago
MC
Care Partnerships Manager
Mino Care
Toronto, ON · Greater Toronto Area, Canada
- Internship
The Care Partnerships Manager will lead the development, coordination, and maintenance of institutional partnerships across the perinatal, reproductive, and social services landscape. This…
Added 27 mins ago
YO
Advancement Manager
YMCA of Greater Halifax/Dartmouth
Dartmouth, NS
- Full-time
…giving efforts and key fundraising initiatives. The Advancement Manager brings a relationship-centered approach to philanthropy, connecting donors to impact and helping them see the…
Added 27 mins ago
SM
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 27 mins ago
SM
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 27 mins ago
SM
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 27 mins ago
SM
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 27 mins ago
SM
Software Developer – Full Stack – Senior - RQ00798
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 27 mins ago
SM
Software Developer – Full Stack – Senior - RQ00799
S M Software Solutions Inc
Toronto, ON
- Internship
Collaborates with business and technical inter-divisional staff and professional services to deliver and sustain API development and integration solutions through the life cycle and reports…
Added 27 mins ago
H(
Regional Manager
HOOPP (Healthcare of Ontario Pension Plan)
Toronto, ON · CA ON Toronto
- $86,000 to $131,000 CAD / year
- Full-time
…accountable for providing a range of education; acting as a relationship manager, providing training and support to a block of participating employers and their employees to meet client…
Added 27 mins ago
MF
District Sales Associate
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
…the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales…
Added 27 mins ago
MF
Business Development Manager
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 27 mins ago
MF
Business Development Manager
Mackenzie Financial Corporation
Vancouver, BC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 27 mins ago
MF
Business Development Manager (Asian Services)
Mackenzie Financial Corporation
Vancouver, BC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 27 mins ago
MF
Business Development Manager
Mackenzie Financial Corporation
Montreal, QC
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 27 mins ago
MF
District Sales Associate
Mackenzie Financial Corporation
Vancouver, BC
- Other
…the position of District Sales Associate. Reporting to the Manager, District Sales Associates, the successful candidate’s primary responsibility is to provide administrative support sales…
Added 27 mins ago
MF
Business Development Manager
Mackenzie Financial Corporation
Calgary, AB
- Other
As a Business Development Manager, you will be a key driver of sales success and advisor engagement across Canada. Your ambition, communication skills, and proactive mindset will help you…
Added 27 mins ago
BF
Payroll Manager
BC Ferries
Victoria, BC
- Other
We're looking for an experienced Payroll Manager to lead one of the organization's most critical functions. This is more than managing payroll processing. It's an opportunity to lead a…
Added 42 mins ago
PD
Regional Director - Clinic Support
Passion Dental Group
Calgary, AB
- Full-time
Mentorship & Support – Ongoing guidance and professional development opportunities
Added 42 mins ago
Digital Marketing Manager
Fastco
Vaudreuil-Dorion, QC
As Digital Marketing Manager, you will lead the strategy and execution of our expanding digital ecosystem, driving brand awareness, engagement, and sales across our industry-leading alloy…
Added 1 hour ago
TS
Health Care Aide
The Salvation Army Canada and Bermuda Territory
Edmonton, AB
- Part-time
…Practical Nurse (LPN) and specific supervision of the Unit Manager or Resident Care Manager. The HCA works as a member of the Interdisciplinary Team in assisting residents meet their…

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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