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Added 10 mins ago
RB
Associate Portfolio Manager
Royal Bank of Canada
Waterloo, ON
- Full-time
University Degree (preferably in business and/or economics)
Added 10 mins ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Montreal, QC
- Full-time
Your natural flair for sales and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and delivering…
Added 10 mins ago
RB
Branch Manager
Royal Bank of Canada
Medicine Hat, AB
- Full-time
As a Branch Manager, you are a local market leader, motivating and coaching your team to create a memorable experience for clients. Inside and outside the branch, you capitalize on emerging…
Added 10 mins ago
CH
Workplace Experience Coordinator
CBRE HV
Vancouver, BC
- Full-time
…firm. Experience by Industrious is CBRE’s global hospitality business that partners with leading companies and landlords to design and operate workplaces people love coming to. We treat the…
Added 25 mins ago
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Head of Enterprise Marketing - Canada
Naboo
Montreal, QC
- Full-time
…player-coach role: you lead a team of three (an ABM / Campaign Manager, a field marketer in Europe and a field marketer in the US you will hire) and work hand in hand with Growth, Brand &…
Added 25 mins ago
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Field Marketing Manager, North America - Montreal
Naboo
Montreal, QC
- Full-time
…enterprise sales team and the Enterprise Marketing Campaign Manager, and you share playbooks with our field marketer in…
Added 25 mins ago
TI
UiPath Engineer
Themesoft Inc.
Toronto, ON
- Contract
Develop and maintain unattended bots for business-critical processes
Added 25 mins ago
HN
Human Resources Coordinator
Hartmann North America
Brantford, ON
- $60,000 to $62,000 CAD / year
- Full-time
Reporting to the Human Resources Manager, the HR Coordinator provides administrative and operational support across the Human Resources function and Head Office. The role is responsible for…
Added 25 mins ago
QL
Carpenter (Testing Technician)
QAI Laboratories
Burnaby, BC
- Full-time
…the past few years resulting in significant expansion of the…
Added 55 mins ago
SO
Administrative Assistant
SERVPRO of Vacaville / Dixon
Grand Rapids, MB
- Full-time
Maintain open communication with the General Manager regarding issues, concerns and needs
Added 55 mins ago
HF
marketing manager - online marketing
Hearth Fireplace Depot
Calgary, AB
- Full-time
Added 55 mins ago
WC
Overnight Lead Department Manager
Walmart Canada
Regina, SK
- Full-time
Position Summary...Working as an Overnight Lead Department Manager at Walmart Canada is a great opportunity to build leadership experience in a fast‑paced retail environment. In this role,…
Added 55 mins ago
MS
Merchandise Manager - Full Time - 3am Required - $21.25hr
Michaels Stores
Victoria, BC
- Full-time
Store - VANCOUVER ISLAND-LANGFORD, BCThe Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual…
Added 1 hour ago
SD
Store Administrator, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Pickering, ON
- Part-time
Review timesheets against payroll posting and advise the manager of any discrepancies.
Added 1 hour ago
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Senior Product Manager
Jobgether
Canada
- Full-time
This position is listed on behalf of a partner company, which manages all applications and next steps. Our partner is looking for a Senior Product Manager based in Canada.
Added 1 hour ago
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Forward Deployed AI Engineer - Senior Manager
Accenture
Calgary, AB · Vancouver, BC · Ottawa, ON · Toronto, ON
- Full-time
…engineers who can translate platform capability into measurable business value inside a real enterprise environment. That is this…
Added 1 hour ago
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Assistant Store Manager
Pandora
Newmarket, ON
- Part-time
The Assistant Store Manager (ASM) will be the ultimate Pandora Fan. As the ASM you will fully immerse yourself in our brand, culture, and product, taking immense pride in delivering…
Added 1 hour 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 2 hours ago
RB
Client Advisor Intern
Royal Bank of Canada
Norfolk, ON
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 2 hours ago
RB
Assistant Branch Manager
Royal Bank of Canada
Pointe-Claire, QC
- Full-time
As an Assistant Branch Manager, you motivate and coach a high-performing team of Advisors in a dynamic, high-volume, and rewarding marketplace, while establishing and achieving team sales…
Added 2 hours ago
RB
Manager, Royal Mutual Funds Inc (RMFI) Surveillance
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, RMFI Trade Surveillance, you will act as a senior member in the team to lead the daily and periodic reviews of sales and trading activities in Canada to detect potential…
Added 2 hours ago
RB
Team Operations Lead
Royal Bank of Canada
Vernon, BC
- Full-time
By providing exceptional support to a high performing Private Investment Management team, you will help manage business and operations within the team. You will play a key role in executing…
Added 2 hours ago
RB
Senior Relationship Manager, Commercial Financial Services
Royal Bank of Canada
Ottawa, ON
- Full-time
Your natural flair for providing advice and resolving intricate business challenges is what sets you apart from the crowd. This role is all about professional relationship management and…
Added 2 hours ago
H
VMware Infrastructure Specialist
HCLTech
AB · Edmonton, AB
- $89,000 to $117,000 CAD / year
- Full-time
Understanding of IT business continuity, security, and other risk assessment and optimization methodologies.
Added 2 hours ago
H
IT Project Coordinator (Infrastructure)
HCLTech
Brampton, ON
- $74,000 to $83,000 CAD / year
- Full-time
Work closely with project managers, technical teams, vendors, and business stakeholders.

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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