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Staff Information Security Engineer - Threat Detection & Response
Visier
Remote, Canada
- Full-time
- Remote
…the moments that matter most. As the market leader in people analytics, workforce planning, organizational design, and manager effectiveness solutions, we fuel smarter decision-making for…
Added just now
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Privacy and AI Program Manager
Visier
Remote, Canada
- Full-time
- Remote
…the moments that matter most. As the market leader in people analytics, workforce planning, organizational design, and manager effectiveness solutions, we fuel smarter decision-making for…
Added just now
LI
Director of Enterprise Sales (New Business)
Loopio Inc.
Remote, Canada
- $288,000 to $324,000 CAD / year
- Full-time
- Remote
Embrace Data: Make data-driven decisions the standard across the sales organization, using analytics to identify opportunities and mitigate risks.
Added 15 mins ago
TM
Manager, MGA & Program Operations
Tokio Marine Canada Ltd.
Toronto, ON
- Full-time
Join Us as a Manager, MGA & Program Operations
Added 15 mins ago
OM
Senior Campaign, Social
Omnicom Media
Toronto, ON
- Full-time
As a Sr Campaign Manager, Paid Social Activation, you will own the execution and performance of paid social campaigns across key platforms including Meta, TikTok, Snapchat, LinkedIn,…
Added 15 mins ago
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Product Manager, Financing
Wayfair
Toronto, ON
- $152,313 to $165,557.5 CAD / year
- Full-time
…work closely with those teams, alongside Engineering, Design, Data Science, Analytics, Commercial, and Legal. Externally, you will be the day-to-day product counterpart to our financing…
Added 15 mins ago
RC
Développeur.se de logiciels sénior / Senior Software Developer
RIEDEL Communications
Laval, QC
- Internship
Added 15 mins ago
OW
Oliver Wyman- Private Capital/Industrials- Engagement Manager
Oliver Wyman
Toronto, ON
- Full-time
Have an aptitude for analytical work, like sniffing out clues in massive data sets or hunting down the key issues in a hugely complex challenge.
Added 15 mins ago
WC
Account Manager
White Cap Canada
Calgary, AB
- Full-time
Demonstrates skill in data analysis techniques by resolving missing/incomplete information and inconsistencies/anomalies in more complex research/data.
Added 15 mins ago
JD
Tactical Sales Specialist
John Deere
Grimsby, ON
- Full-time
Utilize data and analytics tools to generate leads, develop insights, and monitor effectiveness of sales and marketing programs.
Added 31 mins ago
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Planning Intelligence & Automation
TC Energy
Calgary, AB
- Full-time
…Planning Intelligence & Automation. Reporting directly to the Manager, Portfolio Design & Optimization, this role will design, prototype, implement, and scale agentic AI and automation…
Added 31 mins ago
I
Product Marketing Manager
Improvado
Remote, Canada
- Full-time
- Remote
Improvado is a marketing data and AI analytics platform for enterprise brands and agencies. We connect 500+ marketing and sales data sources, normalize them through a governed data model,…
Added 45 mins ago
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Director, Treasury & Business Intelligence
Avana
Regina, SK
- Full-time
…the quality and effectiveness of the function and leads the Manager, Finance and assigned team members. The role translates financial and operating information into clear recommendations…
Added 45 mins ago
GO
Regional Financial Analyst
Government of Manitoba
Winnipeg, MB
- Full-time
Reporting to the Finance Manager, the Regional Financial Analyst is a member of the Finance team and is responsible for providing strategic financial and administrative advice to Regional…
Added 45 mins ago
HT
Financial Manager - PLM (Product Line Mgmt)
Husky Technologies
Bolton, ON
- Full-time
Title: Financial Manager - PLM (Product Line Mgmt)
Added 45 mins ago
HT
Senior Financial Analyst - Corporate Accounting
Husky Technologies
Bolton, ON
- Full-time
Reporting to the Finance Manager, Corporate Consolidations and working with our global Husky Finance teams, the Senior Financial Analyst plays a critical role in the timely and accurate…
Added 45 mins ago
HT
Proactive Monitoring Spec.
Husky Technologies
Bolton, ON
- Full-time
…interacts with customer’s designated Champion, Husky’s Program Manager, Technical Support Team and…
Added 45 mins ago
TI
Salesforce Data Cloud Developer
Themesoft Inc.
Toronto, ON
- Contract
Salesforce Data Cloud Architecture & Development
Added 45 mins ago
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Business Aligned Compliance Officer Investment Bank, Canada
UBS
Toronto, ON
- $95,000 to $115,000 CAD / day
- Full-time
leveraging data analytics and technological capabilities
Added 45 mins ago
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ServiceNow SAM Administrator - ITAM
BMO
Toronto, ON
- Full-time
…product catalog management, exception management, reporting, and data…
Added 45 mins ago
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AWS Cloud RDS Oracle DBA
J&M Group
Toronto, ON
- Full-time
Seeking an AWS Cloud RDS Oracle DBA to manage Oracle databases and AWS data services, including database administration, configuration, performance, and maintenance.
Added 46 mins ago
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Customer Success Manager - Enterprise
Caribou
Remote, Canada
- $80,000 to $95,000 CAD / year
- Full-time
- Remote
Customer Success at Caribou combines consulting, project and relationship management, analytics, data storytelling, and applying behavioral psychology principles to caregiver engagement…
Added 46 mins ago
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Marketing Specialist
RhythmQ
Remote, Canada
- $55,000 to $65,000 CAD / year
- Full-time
- Remote
Reporting to the Marketing Manager, you'll help grow the RhythmQ brand: more awareness, more traffic, more leads and more happy customers telling our story. You'll run the day-to-day…
Added 46 mins ago
AG
Senior Campaign, Social
Adelphi Group
Toronto, ON
- Full-time
As a Sr Campaign Manager, Paid Social Activation, you will own the execution and performance of paid social campaigns across key platforms including Meta, TikTok, Snapchat, LinkedIn,…
Added 1 hour ago
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Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
Defines problems, collects data, establishes facts, and draws valid conclusions.

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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