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Added 4 mins ago
TC
Abilities Management Specialist
The Corporation of The City of Victoria
Victoria, BC
- Other
Reporting to the Manager of Health, Safety and Wellness, the Abilities Management Specialist is responsible for timely and effective case management, rehabilitation services, and stay at…
Added 4 mins ago
Senior Account Executive, Public Sector Professional Services
Amazon
Vancouver, BC
…seeking a senior and dynamic Professional Services Account Manager for Western Canada. You will be responsible for supporting new and existing clients in transformation projects related to…
Added 4 mins ago
Senior Account Executive, Public Sector Professional Services
Amazon
Toronto, ON
…seeking a senior and dynamic Professional Services Account Manager for Ontario. You will be responsible for supporting new and existing clients in transformation projects related to…
Added 4 mins ago
T
Personal Banker - ( Future Opportunities )
TD
Belleville, ON · Greater Napanee, ON · Kingston, ON
- Full-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 4 mins ago
T
Personal Banking Associate (Part time, 18.75h)- Langelier
TD
Montreal, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 4 mins ago
T
Business Banking Associate
TD
Burnaby, BC
- Full-time
…future. Our quest is to deliver a first class business banking client experience and to be” The Better Business Bank” in North America. At TD, better business bankers have a strong…
Added 4 mins ago
T
Senior Wealth Operations Officer
TD
Toronto, ON
- Full-time
Prioritize and complete own workload to meet SLA requirements for service and productivity and or support team manager in prioritizing and managing team workload, demonstrating a proactive…
Added 4 mins ago
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Territory Manager
Acosta
AB · AB, Canada
- Full-time
Relationship Management: Developing and maintaining positive, professional, collaborative relationships with store managers, key dealers, and retail partners to ensure client satisfaction…
Added 4 mins ago
TS
Caseworker
The Salvation Army Canada and Bermuda Territory
Regina, SK
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 19 mins ago
WC
Business Development Representative (2026-402-CP)
WoodGreen Community Services
Toronto, ON
- Contract
…with experience in Business to Business(B2B), Software as a Service (B2B SaaS), IT services, or workforce development who understand how to execute outbound prospecting using modern sales…
Added 19 mins ago
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Account Manager
Lawbrokr
Toronto, ON
- Part-time
As our first Account Manager, you'll own the customer relationship from the moment a firm signs. You'll get them live fast, show them the results they're getting, grow their accounts and…
Added 19 mins ago
K
Private Client Services Account Manager (Personal Insurance)
KRGinsure
Toronto, ON
- Full-time
The Private Client Services (PCS) Account Manager plays a key role in managing a diverse portfolio and works closely with a collaborative team of professionals, including producers and…
Added 19 mins ago
JR
Directeur(trice) régional(e) (Dual Store Manager) Apparel - Premium
JRoss Retail Recruiters
Montreal, QC
- $70,000 to $75,000 CAD / year
- Full-time
Notre client est une marque canadienne en pleine croissance qui transforme l’expérience du vêtement sur mesure en combinant style, technologie, savoir-faire et service hautement…
Added 19 mins ago
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Account Manager
Croesus
Montreal, QC
- Full-time
The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.
Added 19 mins ago
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Account Manager
Croesus
Laval, QC
- Full-time
The Account Manager plays a key role focused on developing and expanding long-term client relationships to maintain and grow revenue within an assigned portfolio of accounts.
Added 19 mins ago
OS
Marketing Manager, Growth & Client Engagement
Opensity Solutions
Burlington, ON
- Full-time
The Marketing Manager, Growth & Client Engagement is responsible for developing and executing marketing strategies that support business growth, strengthen client relationships, and…
Added 19 mins ago
TS
Caseworker
The Salvation Army in Canada
Regina, SK
- Full-time
…needs and live out our mission, vision and values of hope, service, dignity and stewardship. As a faith- and values-based organization, we hire and serve people of all backgrounds and walks…
Added 19 mins ago
M
Store Manager - CF Pacific Center
Mackage
Vancouver, BC
- Full-time
As Store Manager, you are an integral part of our brands’ image and store performance.
Added 19 mins ago
FC
Group, Administration II
First Canadian Financial Group
Edmonton, AB
- Full-time
Effectively uses a Customer Relationship Management system to track and respond to written and telephone inquiries from plan administrators and clients within established service standards.
Added 34 mins ago
AB
Account Executive – Group Sales
Alberta Blue Cross
AB · Hybrid
- Full-time
Reporting to the Team Manager, Group Sales, this position focuses on the sale of health benefit plans for small to midsized employer groups. The Account Executive is responsible for…
Added 34 mins ago
DH
Home Support Worker, Relief
Dixon Hall
Toronto, ON
- Temporary
Reporting to the Manager, Assisted Living and Home Support Programs, the Home Support Worker (HSW) assists residents who are frail or ill to complete activities of daily living. The HSW…
Added 48 mins ago
Senior Sales Manager - CONFIDENTIAL
The Aldo Group Inc / Le Groupe Aldo Inc.
Montreal, QC
The Sr. Sales Manager leads the wholesale strategy for the APS brand portfolio, focused on a US account base. They are the main contact for a group of customers across many key segments of…
Added 48 mins ago
Manager, Estates and Trusts - Ottawa
Scotiabank
Ottawa, ON
The Manager, Estates and Family Trust provides strategic and operational leadership to the Estates and Family Trust function within Global Wealth Management, supporting MD Financial…
Added 48 mins ago
Senior Manager, Strategic Sourcing
Scotiabank
Toronto, ON
…primary focus on Travel and Employee Transportation. As Senior Manager, Corporate Services Sourcing, you will bring market insight, commercial discipline, supplier expertise, and strong…
Added 49 mins ago
BI
Sales Manager
Billyard Insurance Group Inc.
Aurora, ON
- Full-time
Strong relationship-building, communication, negotiation, and client service skills.

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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