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Added 6 mins ago
TC
Temporary Full Time Facility Supervisor - ACC (11 month contract)
The Corporation of the Town of Ajax
Ajax, ON
- Full-time
Reporting to the Facility Manager, the Facility Supervisor is accountable for supervision of the facility in the absence of the Facility Manager, including supervision of the general public…
Added 6 mins ago
A
Senior Civil Engineer & Deputy Manager - Airport
AtkinsRéalis
Toronto, ON
- Full-time
Assist the Manager, Airside and Infrastructure Engineering (AIE), in leading and managing team activities, including prioritizing and distributing assignments, managing workloads, and…
Added 6 mins ago
FB
Driver
Foundation Building Materials
Vaughan, ON
- Other
…development. By combining scale, specialty expertise, and a customer-first mindset, we deliver high-quality products and services to contractors, builders, and project teams across diverse…
Added 6 mins ago
FB
Boom Operator
Foundation Building Materials
Vaughan, ON
- Other
…development. By combining scale, specialty expertise, and a customer-first mindset, we deliver high-quality products and services to contractors, builders, and project teams across diverse…
Added 6 mins ago
SH
Field Nurse Case Manager (Calgary, AB)
Sentrex Health Solutions
Markham, ON
- Full-time
The Field Nurse Case Manager (FNCM) is an integral part of the Patient Services team, responsible for the coordination and delivery of services related to the patient support programs…
Added 6 mins ago
A
Business Intelligence Specialist
ABB
Milton, ON
- Full-time
Partner with Marketing, Sales, Finance, and global stakeholders to support business reporting, pricing analysis, market and customer analysis, performance measurement, and strategic…
Added 6 mins ago
BP
Front of House Manager
Boston Pizza
Rocky Mountain House, AB
- Full-time
A Front of House Manager at Canada's leading casual dining restaurant, Boston Pizza, assists the General Manager with the Restaurant’s daily operations. This includes supporting the…
Added 6 mins ago
AC
Manager, Hub Operations
Air Canada
Toronto, ON
- Full-time
The Manager, Hub Operations reports to the Director, Hub Operations and is accountable for the Day of Operations at the Toronto (YYZ) Cargo Hub, with additional pre-planning oversight for…
Added 6 mins ago
T
Senior Customer Success Manager
Trulioo
Remote, Canada
- $100,000 to $130,000 CAD / year
- Full-time
- Remote
Reporting to the Director, Customer Success, the Senior Customer Success Manager is responsible for maintaining and growing customer revenue and health by aligning customer needs, product…
Added 6 mins ago
H
Food Service Supervisor
Havergal
Toronto, ON
- Full-time
Customer focused with a friendly, outgoing personality with a genuine interest in providing excellent customer service.
Added 6 mins ago
TC
Abilities Management Specialist
The Corporation of The City of Victoria
Victoria, BC
- Other
Excellent oral and written communication skills, including effective listening, conflict resolution, and commitment to customer service.
Added 6 mins ago
TC
Human Resources Operations Advisor
The Corporation of The City of Victoria
Victoria, BC
- Other
Reporting to the Manager, Human Resources, the Human Resources Operations Advisor is a key member of the People and Culture team and is responsible for providing portfolio-based operational…
Added 6 mins ago
Systems Administrator-GCGCON
Great Canadian Entertainment
Toronto, ON
Under the general direction of the Manager, Systems and Infrastructure, the Systems Administrator is responsible for the implementation, administration, maintenance, monitoring, and support…
Added 6 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 6 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 6 mins ago
T
Personal Banker - ( Future Opportunities )
TD
Belleville, ON · Greater Napanee, ON · Kingston, ON
- Full-time
…relationships 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…
Added 6 mins ago
MS
Assistant Store Manager
Michaels Stores
Saskatoon, SK
- Full-time
…and leading a team of well-trained team members to deliver a customer centric shopping…
Added 6 mins ago
T
Personal Banking Associate (Part time, 18.75h)- Langelier
TD
Montreal, QC
- Part-time
…relationships 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…
Added 6 mins ago
T
Business Banking Associate
TD
Burnaby, BC
- Full-time
…well as the specific products they are responsible to sell and service. They have keen insight into all their clients – their industry, products, finances and markets. Better business…
Added 6 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 6 mins ago
MS
Gérant(e)
Michaels Stores
Levis, QC
- Full-time
Store - QUE-ST. ROMUALD, QCThe Sales Manager leads and champions a high-performing selling culture across the store, driving strong sales results and an engaging customer experience. This…
Added 6 mins ago
A
Territory Manager
Acosta
AB · AB, Canada
- Full-time
Premium is seeking a Territory Manager to join our team in support of leading brands in the home appliance industry. This role focuses on driving sales, increasing brand recommendation…
Added 6 mins ago
AD
Workforce Support (HR) Specialist (12 month contract)
Avery Dennison
Toronto, ON
- $60,000 to $65,000 CAD / week
- Full-time
Provides positive employee relations & manager capability support across our sites. Use observations and data to recommend ER strategies and initiatives that will support employee morale…
Added 21 mins ago
LC
Front End Department Manager Full Time Day
Loblaw Companies Limited
Saskatoon, SK
- Full-time
We’re looking for Talented Passionate Leaders with a proven record of delighting customers and growing sales. As a Manager in, you will have an immediate impact on sales and customer…
Added 21 mins ago
LC
Natural Foods Assistant Department Manager Full Time Day
Loblaw Companies Limited
Halifax, NS
- Full-time
…products and deals our team members are there to give excellent customer service and memorable experiences. Our Assistant Department Managers are dedicated people leaders who navigate us to…

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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