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Added 1 min ago
T
TDS Operations Analyst II, Client Enablement
TD
Toronto, ON
- Full-time
Added 31 mins ago
SP
Program Manager, Major Projects.
Spark Power
AB · Edmonton, AB
- Full-time
During periods when this role is not directly executing an active project or program, the Program Manager, Major Projects is integrated into Spark Power's commercial operations, supporting…
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Licensed Practical Nurse (LPN) - AB1 Special Needs - Repost
Winnipeg Regional Health Authority
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Added 31 mins ago
E
Analyst (Scheduler), Project Controls
EPCOR
AB · Edmonton, Alberta
- Full-time
- Temporary
…the Project Management Office, you will develop and maintain integrated project and program schedules, resource plans, and forecasts while providing valuable insights into project…
Added 31 mins ago
E
Manager, Project Delivery
EPCOR
Edmonton, AB
- Full-time
The Manager, Project Delivery leads and develops a high-performing team while overseeing the successful delivery of project portfolios and programs. This role provides leadership through…
Added 31 mins ago
Sun Life CHC Research & Program Operations Coordinator
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Reports to: Manager, Sun Life Centre for Healthy Communities
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BC
Registered Nurse - Medical B7
Brant Community Healthcare System
Brantford, ON
- Full-time
Reporting to the Clinical Manager, Medically Integrated Program, the successful applicant will be responsible for providing evidence based, comprehensive, safe, effective and ethical…
Added 47 mins ago
MM
Coordinator, Digital Marketing
Mini Mall Storage Properties
Calgary, AB
- Full-time
Collaborate with cross-departmental teams to ensure marketing assets are seamlessly integrated into broader campaign planning and reporting
Added 1 hour ago
EC
Civil Engineer-In-Training
EnGlobe Corp.
Moncton, NB
- Full-time
Since joining Englobe, I've felt perfectly integrated. The company offers a welcoming, collaborative working environment conducive to professional fulfillment. What has particularly…
Added 1 hour ago
RM
Manager - Diagnostic Imaging
Ross Memorial Hospital
Kawartha Lakes, ON · Lindsay, ON
- Full-time
As the Integrated Manager, you will oversee day-to-day operations of Diagnostic Imaging services at both Ross Memorial Hospital (RMH) and Haliburton Highlands Health Services (HHHS). Your…
Added 1 hour ago
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Senior Land Development Engineer/Project Manager
Stantec
Dartmouth, NS
- Full-time
…and we are leading an increasing amount number of exciting planning and development projects with multi-disciplinary and integrated service offerings. We are seeking a Senior Land…
Added 1 hour ago
ZS
Data Governance Manager
Zodiac Solutions, Inc
Toronto, ON
- Full-time
Proven experience leading discovery workshops, current-state assessments, target-state design, roadmaps, tool evaluations, implementation planning and adoption/change initiatives.
Added 1 hour ago
B
Facility Services Manager
BGIS
North Bay, ON
- Full-time
The Facility Services Manager is accountable for day-to-day operations, vendor management and service management for the client(s) they support, as well as, data verification, reporting and…
Added 1 hour ago
B
Facility Manager III
BGIS
Montreal, QC
- Full-time
The Facility Manager III ensures that client facilities are operated and maintained cost-effectively, safely, efficiently as per the operating parameters of the Statement of Work and…
Added 1 hour ago
VG
Environmental Monitoring Coordinator
Vuntut Gwitchin Government
Old Crow, YT
- Full-time
Technical Review and Advice: Provides technical and administrative support to the Lands Manager to increase awareness of environmental health and quality in VGFN Traditional Territory.…
Added 1 hour ago
CM
Project Planner - Nuclear
Cooper Moss Rutland
Toronto, ON
- Full-time
Collaborate with Cost, Risk, and wider project teams to ensure alignment of assumptions and fully integrated planning.
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Manager, Wildlife & Integrated Resource Planning
The Government of Nova Scotia
Kentville, NS
The Manager, Wildlife & Integrated Resource Planning provides strategic and operational leadership to a multidisciplinary team responsible for supporting evidence-based decisions related to…
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Production Supervisor
HelloFresh
Mississauga, ON
…Distribution Center. You will report to the Plating and Staging Manager and will be responsible for overseeing our Plating and Staging processes and scheduling as well as ensuring product…
Added 2 hours ago
HR
Project Manager, Transit Planning
Halifax Regional Municipality
Halifax, NS
- $71,650 to $92,730 CAD / year
- Full-time
Under the general direction of the Supervisor of Transit Planning, the Project Manager (Transit Planning) is accountable for delivering key objectives of Halifax Transit by managing the…
Added 2 hours ago
Senior Manager, Integrated Campaign Marketing
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Toronto, ON
The Senior Manager, Integrated Campaign Marketing plays a pivotal leadership role in driving Questrade Financial Group’s brand awareness, equity, and client acquisition through the…
Added 2 hours ago
Manager, Analytical R&D (Lab Automation)
Apotex
Toronto, ON · Etobicoke, ON
…relationships with other Product Development departments to create an integrated research environment and to ensure timely completion of NPD related submission documents for RA. Lends…
Added 3 hours ago
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Senior Manager, Technology Transformation
Amyantek
Toronto, ON
- Contract
Product Roles and Accountabilities: Hands-on experience defining and implementing Product Owner, Product Manager, and related roles, decision rights, responsibilities, and accountability…
Added 3 hours ago
Assistant Health & Safety Manager
Salit Steel
Toronto, ON
…unique role in contributing to our overall success. We are an integrated network of companies and partners that delivers steel solutions across North America. Now in our fifth generation,…
Added 3 hours ago
MD
Construction Project Operations Manager
Minnesota Direct Care and Treatment
Saint-Paul, NB · St.-Paul, NB
- Full-time
Working Title: Construction Project Operations Manager
Added 4 hours ago
A
Quality Lead
Accenture
Toronto, ON
- Full-time
…with CPG strategy and objectives and in alignment with the (Integrated) Project Delivery Team and Senior Manager, CP Quality…

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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