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Added 1 hour ago
TO
Advisor 3, Media Relations
The Ottawa Hospital
Ottawa, ON
- Full-time
Creates comprehensive key messages to provide spokespeople with all required information.
Added 1 hour ago
GO
Senior Policy Advisor
Government of Yukon
Whitehorse, YT
- Full-time
the development of Cabinet, Cabinet committee and Management Board submissions;
Added 1 hour ago
NB
Technology Associate
National Bank of Canada
Winnipeg, MB
- Full-time
…clients and advisors. In this role, you will help a wealth management team execute client instructions, maintain accurate information, navigate internal processes, and keep operational work…
Added 1 hour ago
T
Account Director
Tru
Toronto, ON
- Full-time
The Account Director owns the full client lifecycle for a $3M to $5M account portfolio, serving as an executive advisor to clients and a strategic partner to internal teams. This role leads…
Added 6 hours ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…iPad tools to research and enthusiastically communicate this information to the…
Added 6 hours ago
UO
Career Advisor
University of Waterloo
Waterloo, ON · William M. Tatham Centre
- Full-time
…them to identify their values, needs and skills and use this information to seek out, engage in, and extract meaning from a wide variety of experiences. Each career advisor tends to work…
Added 6 hours ago
UO
Undergraduate Advisor and Coordinator
University of Waterloo
Stratford, ON · Digital Media Stratford
- Full-time
Supports the Program Manager Academic Administrative Supervisor in overall management of the undergraduate program by providing background information, research, advice, administrative…
Added 6 hours ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
…strategies and practices. Your focus areas include discretionary management, mutual funds, exchange-traded funds and structured products. You help develop and maintain business…
Added 6 hours ago
PM
Director Finance Business Partnership
Philip Morris International
Toronto, ON
- Full-time
The Business Partner Finance Director is a strategic finance leader and trusted advisor to the Managing Director and Leadership Team. The role drives business performance, value creation,…
Added 7 hours ago
M
Stylist (Retail) (Part-time)
Mejuri
King, ON
- Part-time
…embodies our commitment to redefining luxury. As a trusted advisor to every customer, the Retail Stylist bridges the gap between beautiful jewelry and meaningful moments, ensuring every…
Added 7 hours ago
K
Senior Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
Lead complex CIO Advisory, technology strategy and digital transformation engagements and serve as a trusted advisor to senior business and technology leaders.
Added 7 hours ago
CA
Graduate Assistant - Student Solutions Hub
Career and Professional Development Center
St. Mary's, NL · St Marys, NL
- Internship
Assist with client intake by collecting contact information, project needs, and availability for the director’s review.
Added 7 hours ago
DB
Part Time Bridal Sales
David's Bridal
Woodbridge, ON
- $16 to $25.8 CAD / hour
- Part-time
…iPad tools to research and enthusiastically communicate this information to the…
Added 7 hours ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
Optimus SBR is a leading management consulting firm and award-winning workplace where we help organizations get done what isn’t.
Added 7 hours ago
DB
Part Time Bridal Sales
David's Bridal
Dartmouth, NS
- $16 to $22.32 CAD / hour
- Part-time
…iPad tools to research and enthusiastically communicate this information to the…
Added 7 hours ago
B
Business Development Manager
BMO
Vancouver, BC · WGA
- Full-time
…(e.g. Brokers, Brokerages, Builders and non-BMO Investment Advisor Offices) for designated home financing sales programs and products to. Applies market and industry expertise to deliver a…
Added 7 hours ago
A
Senior Vice President, Energy
AECOM
Markham, ON · Thornhill, Ontario
- $300,000 to $350,000 CAD / year
- Full-time
…help shape and execute our vision of becoming the most trusted advisor to utilities, power generators, transmission owners, governments, and industrial clients. This is a new position that…
Added 9 hours ago
M
AVP Strategy - Intermediary, Product, Institutional
Manulife
Toronto, ON
- Full-time
Global Wealth & Asset Management (GWAM) is a key growth segment for Manulife, operating through Retail, Retirement and Institutional channels across North America, Asia and Europe. The…
Added 10 hours ago
M
Customer Success Account Manager
Microsoft
Calgary, AB
- Full-time
Information Technology Infrastructure Library (ITIL) Foundation certification or equivalent service management certification
Added 10 hours ago
M
Customer Success Account Manager
Microsoft
Toronto, ON
- Full-time
· Information Technology Infrastructure Library (ITIL) Foundation certification or equivalent service management certification
Added 10 hours ago
M
Cloud Solution Architect - AI Apps - Full-time LOA backfill
Microsoft
Calgary, AB · Vancouver, BC
- Full-time
Establish trusted advisor relationships with stakeholders by understanding customer needs and technologies, fostering deep engagement with both technical and business decision makers.
Added 10 hours ago
T
Conseiller / Conseillère service client – Customer Support Advisor
TOPRING
Granby, QC
- Full-time
…produits, en préparant des soumissions et en rassemblant l’information nécessaire pour répondre aux…
Added 10 hours ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
…handling administrative tasks, client service, and account management. This individual must hold relevant securities licenses (e.g., CSC, CPH, WME…) and work closely with clients to ensure…
Added 10 hours ago
M
AVP Retirement & Wealth Strategy
Manulife
Toronto, ON
- Full-time
…transformation of our global franchise. The role is trusted advisor to the entire Retirement & Wealth Leadership Team, providing key insights and information to drive the development and…
Added 10 hours ago
T
Conseiller / Conseillère service client – Customer Support Advisor
Topring
Granby, QC
- Full-time
soumissions et en rassemblant l’information nécessaire pour répondre aux

BMO

Investment Associate, Private Wealth

Markham, ON, Canada
UPMA, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Nov 6, 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: Nov 3, 2026

Original job description

Application Deadline:

11/05/2026

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 strategies. They collaborate with lead advisors to execute portfolio reviews, develop financial plans, and support business development initiatives.

Requirements

Candidates must have at least 5 years of relevant experience and hold or be eligible for CIRO Registered Representative licenses. Strong knowledge of investment products, portfolio construction, and wealth planning concepts is required, with a preference for Mandarin or Cantonese language skills.

Skills

Investment management
Financial planning
Wealth management
Portfolio construction
Asset allocation
Business development
Sales
Retirement planning
Tax-efficient investing
Estate planning
Data analysis
Portfolio review
Client service
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 Analysis
Financial Planning
Retirement Planning
Tax Efficiency
Estate Planning
Business Development
Client Relationship
Investment Strategies
Asset Allocation
Data Governance
Risk Management
Regulatory Compliance
Sales
Marketing
Networking
Portfolio Construction
Financial Goals
Investment Research
Wealth Planning
Investment Portfolios
Client Service
Business Strategy

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