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Added 10 mins ago
OW
Restaurant Manager
Out West Restaurant Group
ON · Ontario, Canada
- Full-time
With limited supervision, the Restaurant Manager is responsible for the daily operations of the FOH/BOH functions in a restaurant. These include company standards, customer experience,…
Added 10 mins ago
LC
Merchandiser, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Saanichton, BC
- Full-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 10 mins ago
LC
Merchandiser, Hourly Part Time Day
Loblaw Companies Limited
Ottawa, ON · Nepean, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 10 mins ago
SD
Merchandiser, Hourly Part Time Evening Greenlight Requisition
Shoppers Drug Mart
Toronto, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 40 mins ago
BR
General Manager - Bayshore Shopping Centre
Banana Republic
Ottawa, ON · Nepean, ON
- Full-time
As the General Manager, you are responsible for leading your team to deliver a profitable store business plan. You ensure your store achieves all key metrics and is meeting or exceeding…
Added 40 mins ago
OS
Manager / Senior Manager, Healthcare - Industries and Government Practice
Optimus SBR
Toronto, ON
- Full-time
…health systems, provincial ministries, health agencies, and community and social service organizations to design and deliver meaningful, lasting…
Added 40 mins ago
K
Customer Service/Order Manager
Kelly
Markham, ON
- $26 USD / hour
- Full-time
Post secondary education in business administration or a related field.
Added 40 mins ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 1 hour ago
RD
Manager, Operations II
RBC Dominion Securities
Toronto, ON
- Full-time
As Manager, Futures Operations, you will lead a team supporting time-sensitive, complex, exception-based, and highly specialized futures operations within Wealth Management Canada. You will…
Added 1 hour ago
SD
Pharmacy Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Toronto, ON
- Full-time
Proven ability to drive and build the business, lead by example and support enterprise programs
Added 1 hour ago
LC
Joe Fresh Department Manager In Training
Loblaw Companies Limited
Calgary, AB
- Full-time
Our commitment to Sustainability and Social Impact is an essential part of the way we do business, and we focus our attention on areas where we can have the greatest impact. Our approach to…
Added 1 hour ago
AS
office mananger
A Smith Plumbing Drain & Heating
Toronto, ON
- Full-time
Role Description The Office Manager is a full-time, hybrid role based in Toronto, ON, with a combination of in-office work and some work-from-home flexibility. This role oversees daily…
Added 1 hour ago
IB
Customer Experience Manager
Indigo Books & Music
Edmonton, AB
- $42,500 to $69,000 CAD / year
- Full-time
The Customer Operations Manager is responsible for the customer experience and the store’s omni sales results. They lead a team to master Indigo’s service model and to suggest and sell…
Added 1 hour ago
A
Oncology, Therapeutic Specialist (Ontario West & MB/SK)
AbbVie
Toronto, ON
- $112,000 to $162,000 CAD / year
- Full-time
Our Oncology, Therapeutic Specialist develop robust business plans to execute brand strategy and tactics in the field, deliver sales performance and effectively build strong customer…
Added 2 hours ago
MM
Manager, Export Liner
MSC Mediterranean Shipping Company
Mississauga, ON
- $75,000 to $84,000 CAD / year
- Full-time
…Leveraging both internal and external market intelligence, the Line Manager develops business plans, forecasting models, and strategic initiatives that support organizational…
Added 2 hours ago
VC
Practice Manager - Brandon Hills Veterinary Clinic
VetCare Canada
Brandon, MB
- Full-time
Are you a natural leader with a passion for animals and a knack for inspiring teams? As a Practice Manager in the VetCare Community, you'll be the driving force behind a vibrant veterinary…
Added 2 hours ago
ML
Continuous Improvement Manager
Maple Leaf Foods Inc
Winnipeg, MB
- Full-time
The Continuous Improvement Manager will lead the onsite Lean Production System (LPS) program, acting as the key driver to advance the plant’s operational maturity across all facets of the…
Added 2 hours ago
I
Customer Experience Manager
Indigo
AB · Edmonton, AB
- $42,500 to $69,000 CAD / year
- Full-time
The Customer Operations Manager is responsible for the customer experience and the store’s omni sales results. They lead a team to master Indigo’s service model and to suggest and sell…
Added 2 hours ago
A
Therapeutic Specialist, Virology, Montreal and surrounding
AbbVie
Montreal, QC
- Full-time
Our Therapeutic Specialists develop robust business plans to execute brand strategy and tactics in the field, deliver sales performance and effectively build strong customer relationships…
Added 2 hours ago
SD
Merchandiser, Hourly Part Time Flexible Shifts Greenlight Requisition
Shoppers Drug Mart
Beamsville, ON
- Part-time
Join a locally owned and operated store to help deliver health, beauty and convenience services in your community, and keep the customer at the centre of everything you do.
Added 3 hours ago
VG
Executive Assistant
Vuntut Gwitchin Government
Old Crow, YT
- Full-time
Operations – Ensures the daily business of Chief & Council, the Executive and Whitehorse Office is conducted efficiently and in a professional manner. Coordinates required travel, with…
Added 3 hours ago
F
Contracts Manager- Mining
Fluor
Vancouver, BC
- Full-time
This exciting position will serve as a Senior Contracts Manager on medium to large-sized EPC/EPCM projects.
Added 3 hours ago
T
Senior Personal Banker Trainee – Home Borrowing - Cantonese and/or Mandarin are considered an asset
TD
Calgary, AB
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 3 hours ago
V
Engineer - Ground Control
Vale
Canada
- Full-time
…technologies. And at Vale Base Metals, we are transforming our business to provide a secure and responsible supply of these…
Added 3 hours ago
PV
Permanent full-time (7.5 hrs per day) Administrative Assistant
Prairie Valley School Division
White City, SK
- Full-time
…Administrative Assistant position at Ecole White City School in the community of White City. Ecole White City School offers grade K - 8 programming to an enrolment of approximately 510…

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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