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Added 1 min ago
BG
Manager, Banking Operations
Butterfield Group
Moncton, NB
- Full-time
Butterfield Support Services (Canada) Limited provides centralized shared services and support to the Butterfield Group in the areas of Finance and Accounting, Human Resources, Information…
Added 1 min ago
MI
Corporate Accountant - Financial Reporting
Mercer International Inc.
Vancouver, BC
- Contract
Reporting directly to the Manager, Internal Reporting, the Corporate Accountant is a key member of a dynamic and integrated team.
Added 1 min ago
TE
Director of Condominium Management
The Enfield Group Inc
Burlington, ON
- Full-time
…role oversees three Senior Property Managers and a Property Manager Assistant, and builds out the Property Manager team as the portfolio…
Added 1 min ago
OF
Client-Facing Portfolio Manager
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Financial Group is a Toronto-based financial services firm supporting the evolving financial needs of clients through a personalized, disciplined, and relationship-driven approach…
Added 1 min ago
C
Product Support Specialist
CanDeal
Toronto, ON
- Full-time
CanDeal is a growing and entrepreneurial organization with an extremely solid foundation and an ownership group which includes: BMO Nesbitt Burns Inc., CIBC World Markets, National Bank…
Added 16 mins ago
AP
Senior Manufacturing Systems Engineer
Atlantic Packaging Products Ltd.
Toronto, ON · Scarborough, ON
- Full-time
…facilities. Reporting to the Senior Technical Strategies & Solutions Manager, the role strengthens the Technical Services Group's ability to execute more projects, solve complex operating…
Added 31 mins ago
I
Claims Manager
InsuranceWorks.ca
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Claims Manager – Delegated Authority / TPA Claims
Added 31 mins ago
R
Senior Manager, Debit eCommerce
RBC
Toronto, ON
- Full-time
Communication, Critical Thinking, Group Problem Solving, Knowledge Organization, Long Term Planning, Product Development Lifecycle, Product Manufacturing, Product Services, Product Testing,…
Added 46 mins ago
D
Manager
Desjardins
Montreal, QC · Repentigny, QC · Longueuil, QC · Caisse Desjardins du Réseau municipal (Montréal, Longueuil, Repentigny)
- Full-time
As manager, your role involves using your ability to make quality decisions and build effective teams to manage a large subset of sales or operations activities or a support sub-function…
Added 46 mins ago
B
Sales Associate TPS
BMO
Montreal, QC · DEMA
- Full-time
Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
Added 1 hour ago
IC
Intern Bilingual Recruiter
ifinance Canada
Toronto, ON
- Full-time
…various financing to Canadians since 1996. We are part of Iceberg Finance Group, a sister company based in Quebec that also does business across…
Added 1 hour ago
A
Solution Architect
Aviso
Toronto, ON
- $150,000 to $168,000 CAD / year
- Full-time
Added 1 hour ago
A
Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
We are looking to fill an opening for a Senior Product Manager to join Aviso's Product Management team and help shape the future of investing for Canadians through a best-in-class wealth…
Added 1 hour ago
A
Senior Analyst, Fund Reporting
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
We are looking to fill an opening for a skilled and highly motivated individual to join the Finance & Treasury team as Senior Analyst, Fund Reporting.
Added 1 hour ago
A
Bilingual Supervisor, Transfers
Aviso
Toronto, ON
- $83,000 to $100,000 CAD / year
- Full-time
Reporting to the Manager of Operations, the Bilingual Supervisor, Transfers is responsible for overseeing the Transfers Team, managing volumes and ensuring daily deadlines are met.…
Added 1 hour ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
2+ years' experience as a Product Owner or Manager, ideally in a fast-paced, Agile development environment
Added 1 hour ago
A
Total Rewards Manager
Aviso
Toronto, ON
- $110,000 to $125,000 CAD / year
- Full-time
We're looking to fill an opening for a Total Rewards Manager, to join the People & Culture team.
Added 1 hour ago
A
Senior DevSecOps Engineer
Aviso
Vancouver, BC
- $120,000 to $135,000 CAD / year
- Full-time
Reporting to the DevSecOps Manager, this role provides technical leadership, mentorship, and guidance to other Engineers while collaborating closely with teams across TSP to enhance the…
Added 1 hour ago
A
Senior Software Engineer, Java - 12 Month Contract
Aviso
Vancouver, BC
- Full-time
Reporting to the Manager, Software Engineering, the Senior Software Engineer leads the development of software modules and ensures adherence to engineering standards and best practices.…
Added 1 hour ago
M
Senior Contracts Administrator, EGS
Metrolinx
Canada
- Full-time
…complex capital projects undertaken by the Capital Projects Group. Reporting to the Manager or Sr. Manager (as applicable), the Senior Contracts Administrator will be responsible for…
Added 1 hour ago
Sales Administration Officer
BIA
Cameroon, Came
BIA Group is active in the sales, rentals and after-sales services of equipment intended for public works, mines, quarries and transport. The Group operates in Europe, Africa and Asia and…
Added 1 hour ago
AW
Director, Content and External Communications
Aviso Wealth
Remote, Canada
- $135,000 to $160,000 CAD / year
- Full-time
- Remote
Added 1 hour ago
A
Director, Manager Research & Oversight
Aviso
Toronto, ON
- $135,000 to $170,000 CAD / year
- Full-time
We're looking to fill an opening for a Director, Manager Research & Oversight to join our Investment Management team.
Added 1 hour ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Reporting to the Director, Strategic HRBP, the Manager, Sales Compensation is responsible for the design, governance, administration, and continuous enhancement of Aviso's sales…
Added 1 hour ago
DI
General Manager
Drake International
Cambridge, ON
- $100,000 to $140,000 CAD / year
- Full-time
The General Manager will provide overall leadership and direction for a growing manufacturing business, taking ownership of day-to-day operations, financial performance, team development…

BMO

Investment Associate, Private Wealth

Markham, ON, Canada
UPMA, Canada

Full-time

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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.

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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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