Jobs in Canada

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Added 7 mins ago
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Collection Agent
Kelly
Mississauga, ON
- $21 CAD / hour
- Full-time
As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks and work-related resources. Please note: The following benefits reflect Kelly's…
Added 7 mins ago
HT
Maître D
Hôtel Travelodge Québec
Quebec, QC
- Full-time
Strong knowledge of dining room service standards, service protocols, and professional etiquette.
Added 1 hour ago
XF
Office Administrator
Xeed Financial Group
Mississauga, ON
- Full-time
We specialize in Auto, Home, Commercial, Life, Travel, and Group Benefits Insurance. Our company is committed to delivering personalized insurance solutions, exceptional customer service,…
Added 1 hour ago
MA
Client Experience Coordinator
MK Auto Group
Calgary, AB
- $45,000 to $47,500 CAD / year
- Full-time
MK Auto Group is a leader in collision repair, known for delivering outstanding service and top-quality repairs. We’re looking for a professional and personable Client Experience…
Added 1 hour ago
MA
Errors & Omissions Claims Analyst (Temporary)
Marsh Agency
Canada
- Temporary
All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week
Added 1 hour ago
MA
Health & Benefits COE Associate
Marsh Agency
Montreal, QC
- Full-time
This is an excellent opportunity for an experienced employee benefits professional who combines strong technical and analytical skills with a collaborative, quality-focused, and…
Added 3 hours ago
LM
Dual Lab Patient Technician & Mobile Lab Patient Technician
LifeLabs Medical Laboratory Services
Fort Frances, ON
- Part-time
Strong customer/patient service with the ability to relate to patients and clients even in stressful situations
Added 3 hours ago
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Field Service Engineer
evertz.io
Burlington, ON
- Internship
Must have a valid Ontario driver’s license
Added 3 hours ago
Sales Associate
EssilorLuxottica Group
Abbotsford, BC
1+ years experience in retail or customer service
Added 4 hours ago
ZA
Full-time Star Attendant - Mercedes-Benz Toronto Queensway
Zanchin Automotive Group
Toronto, ON
- Full-time
Enhanced Group Benefits Program, including extended medical, dental, vision, life insurance…and so much more
Added 4 hours ago
RP
Pharmacist HSAA
Rexall Pharmacy Group Ltd.
AB · Edmonton, AB
- $52.63 to $66.34 CAD / hour
- Full-time
Provide professional advice and applicable dialogue with patients on prescription and OTC products to provide excellent customer service and maximize customer loyalty
Added 4 hours ago
RP
Pharmacist HSAA
Rexall Pharmacy Group Ltd.
AB · Edmonton, AB
- $52.63 to $66.34 CAD / hour
- Full-time
Provide professional advice and applicable dialogue with patients on prescription and OTC products to provide excellent customer service and maximize customer loyalty
Added 4 hours ago
SH
Banquets - Supervisor
Sandman Hotel Group
AB · Edmonton, AB
- Full-time
…for over 50 years. As Canada’s fastest-growing hospitality group, we believe the foundation of our continued success is our people and their ability to take great care of our…
Added 5 hours ago
RP
Pharmacy Manager
Rexall Pharmacy Group Ltd.
Southampton, ON
- $68 to $72 CAD / hour
- Full-time
As a Pharmacist at Rexall, you’ll ensure excellence in patient care, customer service, and operational efficiency. Your Patient focused responsibilities will include:
Added 5 hours ago
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Production Quality Coordinator
Safran
Mirabel, QC
- Full-time
Participate in contingency monitoring and identify the root cause of quality issues (customer complaints, rejected parts, etc.) and implement an action plan
Added 5 hours ago
HT
Payroll Manager, Americas
Husky Technologies
Bolton, ON
- Full-time
…above market retirement savings plan and market competitive group…
Added 5 hours ago
AC
Regional Service Agent
Allstate Canada
Fredericton, NB
- Full-time
Must have General Insurance License (OTL) or General level 1 insurance license or be willing to obtain for the province you are located in
Added 5 hours ago
IL
Chairman's Council Team Lead
Invesco Ltd.
Charlottetown, PE
- Full-time
…operations of the Transfer Agency business. We are a collaborative, service-focused group that values accuracy, accountability, and continuous development. Team members work closely…
Added 5 hours ago
FC
Capacity Planning Manager PMO
Fidelity Canada
Mississauga, ON
- Full-time
Organized self-starter, with a customer service focus and ability to manage complex tasks
Added 5 hours ago
CO
Tax & Water Coordinator
City of St. Catharines
St. Catharines, ON
- Full-time
…stop when the workday starts. With pay you can count on, great benefits, and a pension that helps you plan ahead - you’ve got more than a job. You’ve got the space to grow, the balance you…
Added 5 hours ago
EG
HR Generalist (Contract)
Emterra Group
Oakville, ON
- Contract
Emterra Group is a dynamic, growth-oriented, and safety-focused group of companies. Our organization have been deemed to be an “essential service” by providing collection and processing for…
Added 5 hours ago
EG
HR Generalist
Emterra Group
Oakville, ON
- Full-time
Emterra Group is a dynamic, growth-oriented, and safety-focused group of companies. Our organization have been deemed to be an “essential service” by providing collection and processing for…
Added 5 hours ago
1
Dental Receptionist - Ottawa - 13072
123Dentist
Ottawa, ON
- $20 to $24 CAD / hour
- Full-time
Added 5 hours ago
EG
Office Administrator/Scale Operator
Emterra Group
Niagara Falls, ON
- Full-time
Emterra Group is a dynamic, growth-oriented, and safety-focused group of companies. Our organization have been deemed to be an “essential service” by providing collection and processing for…
Added 5 hours ago
A
Payroll Specialist
Altis
Toronto, ON
- $90,000 to $105,000 CAD / year
- Contract
Excellent analytical, organizational, customer service, and communication skills with exceptional attention to detail.

BMO

Investment Associate, Private Wealth

Markham, ON, Canada
UPMA, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

Job details

Job type: Full-time
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.

Apply on bmo.wd3.myworkdayjobs.com About employer

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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Work requirements

Jobs in Canada