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Added 27 mins ago
VC
Co-Regional Medical Director, Quality and Safety
Vancouver Coastal Health
Vancouver, BC
- Full-time
…for clinical quality, patient safety, and related clinical governance across Vancouver Coastal Health. The role is structured as a Co-Regional Medical Director model, with two individuals…
Added 27 mins ago
Senior Estimator, Pacific Link (Contract)
Trans Mountain
Calgary, AB
The role provides independent, evidence-based cost insight to project leaders and governance bodies by integrating scope, quantities, market intelligence, contracting assumptions, schedule,…
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Senior Manager, Data Strategy and Operations
Scotiabank
Toronto, ON
Lead demand intake, identify high-value data and analytics use cases, and manage value-based prioritization.
Added 27 mins ago
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Salesforce Data Cloud Consultant
Smart IT Frame LLC
Toronto, ON
- Contract
Lead impact analysis and integration inventory for Data Cloud implementations and decommissions
Added 27 mins ago
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AI Solutions Architect (Agentic AI)
Iris Software Inc.
Toronto, ON
- Contract
Drive AI platform strategy, governance, security, Responsible AI, observability, and production readiness.
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Adobe CDP Architect
Aptino, Inc.
Vancouver, BC
- $65 to $70 CAD / hour
- Contract
We are looking for an experienced Adobe CDP Architect to lead a customer data and journey transformation program for a leading Canadian utility client.
Added 27 mins ago
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PeopleSoft HCM Technical Delivery Lead
BURGEON IT SERVICES
Mississauga, ON
- Contract
…effectively with onsite teams and business stakeholders, also lead the deliverables, ensuring seamless payroll processing and HCM…
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Senior Cybersecurity and AI Security
Eye T Consulting
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
We are seeking an experienced cybersecurity professional to lead and strengthen our organization's security posture while helping establish and manage the secure adoption of Artificial…
Added 57 mins ago
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Facility Reliability & Integrity (FRI) Planner
TC Energy
Calgary, AB
- Full-time
Proven ability to lead complex cross functional planning activities and influence decisions without direct authority.
Added 57 mins ago
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Développeur Principal Power BI
DELAN - IT Talent Solutions
Montreal, QC
- Full-time
Expérience en Copilot dans Power BI, Fabric Data Agents et Copilot Studio
Added 57 mins ago
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Full Stack Engineer
VySystems
Toronto, ON
- Full-time
Develop enterprise-grade self-service portals for data product discovery, onboarding, access, deployment, monitoring, and certification.
Added 57 mins ago
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Payroll Control Center Lead
Zodiac Solutions, Inc
Toronto, ON
- Full-time
The Payroll Control Center (PCC) Lead will design and implement the Payroll Control Center operating model for SAP payroll solutions, establishing governance rules, control procedures, and…
Added 57 mins ago
IG
Senior Product Owner
Infotree Global Solutions
Montreal, QC
- Contract
Lead initiatives with multidisciplinary teams (business, IT, experience design, and content), maintaining a strong focus on customer and organizational value.
Added 57 mins ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
…in supporting the ongoing implementation, optimization, and governance of the EPIC system within the Diagnostic Imaging portfolio. The Integrated Manager will act as a key liaison between…
Added 1 hour ago
C
IT System Architecture Specialist
CAE
Montreal, QC
- Full-time
…essential. Our enterprise functions don’t just support; they lead, playing a critical role in shaping the company’s path forward and ensuring both clients and employees are ready for the…
Added 1 hour ago
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Resourcing Specialist
hireVouch
Canada
- Contract
Operational governance - Maintain data accuracy across Resource Management Systems (RMS); govern aged roles, ramp‑downs, and unplanned reductions with disciplined processes.
Added 1 hour ago
ZS
Data Governance Manager
Zodiac Solutions, Inc
Toronto, ON
- Full-time
"12–16 years overall, including 7+ years in Data Governance/Data Management and 3+ years in a lead or architecture role
Added 1 hour ago
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Data Architect With AWS Glue PySpark Data Modeling 12+ Years
J2B Global LLC
Mississauga, ON
- Full-time
Job Summary: We are seeking an experienced Data Architect to design, develop, and optimize scalable cloud-based data architectures within the AWS ecosystem. The role requires deep expertise…
Added 1 hour ago
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Data Analytics Lead
Altis
Markham, ON
- $110,000 to $125,000 CAD / year
- Full-time
Our client, a well-established organization in the corporate sector, is seeking a Senior Data Engineer / Senior BI / Analytics Engineering Lead to design, build, and optimize scalable data…
Added 1 hour ago
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SAS Consultant
Confiar Services
Toronto, ON
- $55 to $60 USD / hour
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Lead administration, maintenance, and support of SAS 9.4 / Visual Analytics environments hosted on Microsoft Azure.
Added 1 hour ago
CC
Community Manager, Reddit
Creative Circle
Toronto, ON
- $35 to $45 CAD / hour
- Contract
This role will manage day-to-day community engagement. It will focus on developing the company-wide Reddit strategy, governance model, best practices, and operational frameworks needed to…
Added 1 hour ago
BI
PeopleSoft HCM Technical Delivery Lead
BURGEON IT SERVICES
Mississauga, ON
- Contract
Position: PeopleSoft HCM Technical Delivery Lead
Added 1 hour ago
BI
PeopleSoft HCM Technical Delivery Lead Mississauga, Canada
BURGEON IT SERVICES
Mississauga, ON
- Contract
Job Title: PeopleSoft HCM Technical Delivery Lead
Added 1 hour ago
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Privacy and Compliance Specialist
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Contract
…$260 million to the healthcare system. HIROC’s 35 years of data is combined with its extensive experience to advise and share learnings, all with the goal of scaling knowledge and…
Added 1 hour ago
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Interim Director Total Rewards (12-months)
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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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