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Added 6 mins ago
CU
Contracts and Agreements Specialist
Carleton University
Ottawa, ON
- Other
Named a Top 100 Employer in 2023, 2024 and 2025, and a National Capital Region Top Employer for 10 consecutive years, Carleton University is one of Canada’s most resourceful and productive…
Added 6 mins ago
PL
Project Manager - PL#60248
Peter Lucas
Halifax, NS
- Full-time
Peter Lucas Project Management invests in people and community to provide gold standard project delivery. We are currently looking for an experienced Project Manager to join our team.
Added 6 mins ago
TC
Restaurant Management
The Canadian Brewhouse
Leduc, AB
- Full-time
Our Team is filled with people who are passionate about providing an above and beyond experience for guests. The goal is to strengthen the Canadian Brewhouse’s reputation with quality…
Added 6 mins ago
FH
RN, Cardiac Inpatient Units or Cardiac Interventional Day Care (DCIU; ICRU) - Cardiac Care Unit - Abbotsford Regional Hospital and Cancer Centre
Fraser Health Authority
Abbotsford, BC
- $41.42 to $59.52 CAD / hour
- Part-time
Teaches patients and families/care givers about illness prevention, health restoration and health maintenance to help patients accomplish their health care goals. Assesses learning needs of…
Added 6 mins ago
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Associate, Retail Equity Trading
BMO
Toronto, ON · FCP
- Full-time
Acts as point person to provide client support in the form of proposals, marketing material, event planning, and scheduling with the cooperation of trading and sales, research, and…
Added 6 mins ago
TH
Paint Associate Part time (NEPEAN)
The Home Depot
Ottawa, ON
- Part-time
Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally…
Added 6 mins ago
TH
Lot Associate Part Time - KITCHENER (6 AM Start Required)
The Home Depot
Kitchener, ON
- Part-time
Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally…
Added 6 mins ago
TH
Flooring Associate Part time (NEPEAN)
The Home Depot
Ottawa, ON
- Part-time
Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally…
Added 6 mins ago
E
Systems Administrator (Azure Cloud)
Equisoft
Montreal, QC · HYBRID - Montreal, Canada
- Full-time
Educational support (LinkedIn Learning, LOMA courses, and Equisoft University)
Added 6 mins ago
MC
Commercial Analyst
Meridian Credit Union
Guelph, ON · London, ON
- $52,000 to $75,000 CAD / year
- Full-time
Factor us into your next career opportunity. We want you to grow with us and have an experience that’s different. This is a place where you can expect the unexpected.
Added 6 mins ago
P
Indirect Tax, Recovery Data Analytics
PwC
Calgary, AB · Vancouver, BC · Toronto, ON · Montreal, QC
- Full-time
Our team helps our clients optimize cash flow and reduce risk by managing challenges related to indirect taxes. You’ll support our clients with all aspects of indirect taxation related to…
Added 6 mins ago
TC
Human Resources Lead
The Corporation of The City of Victoria
Victoria, BC
- Other
Reporting to the Manager, Human Resources, the Human Resources Lead is a senior professional role that provides day-to-day leadership, technical expertise, coaching, and operational…
Added 6 mins ago
UO
Associate Director, Corporate and Foundation Relations
University of British Columbia
Vancouver, BC · UBCV | David Strangway Building (STRG)
- $8,810.92 to $13,202.5 CAD / month
- Full-time
The Compensation Range is the span between the minimum and maximum base salary for a position. The midpoint of the range is approximately halfway between the minimum and the maximum and…
Added 21 mins ago
ES
Audio Artist II - FC
EA SPORTS
Toronto, ON
- Temporary
…audio-specific project(s) to create/maintain a quality audio experience. You are expected to have experience in all audio design and production phases, with proficiency in at least one…
Added 21 mins ago
B
T&O Senior Data Analyst, Financial Data
BMO
Toronto, ON
- Full-time
We are seeking a highly analytical and technically skilled Senior Data Analyst / Business Analyst to support enterprise finance and regulatory data initiatives. The successful candidate…
Added 21 mins ago
ES
Audio Artist III - FC
EA SPORTS
Vancouver, BC
- Temporary
…audio-specific project(s) to create/maintain a quality audio experience. You are expected to have experience in all audio design and production phases, with proficiency in at least one…
Added 21 mins ago
ES
Audio Artist III - FC
EA SPORTS
Toronto, ON
- Temporary
…audio-specific project(s) to create/maintain a quality audio experience. You are expected to have experience in all audio design and production phases, with proficiency in at least one…
Added 21 mins ago
S
Pharmacy Assistant Manager Relief
Sobeys
ON · Ontario, Canada
- Full-time
Act in the patient’s best interest to implement and support patient-centered care through professional scope of practice and team delivery of company programs to drive patient experience
Added 21 mins ago
BI
Manager, Pension Risk Transfer (PRT) Modelling & Analytics
BMO Insurance
Toronto, ON
- Full-time
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…
Added 21 mins ago
S
Meat - Manager Meat
Sobeys
Quispamsis, NB
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 21 mins ago
R
Senior Producer, Local Video Development (English Services) (Telework/Hybrid)
Radio-Canada
Toronto, ON
- Full-time
…you are a mentor at heart, with a deep commitment to adult learning, team culture, and audience growth techniques. You have some experience working with other CBC departments. You live and…
Added 21 mins ago
S
Produce - Clerk Produce
Sobeys
Yarmouth Indian Reserve No. 33, NS · Yarmouth, NS
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 21 mins ago
S
In Store Bakery - Clerk Department Second Bakery
Sobeys
New Glasgow, NS
- Full-time
We offer a Total Rewards package designed to support teammates at work and in life. Depending on role and eligibility, teammates may receive health and dental benefits, retirement and…
Added 21 mins ago
UO
Analyst, Financial Reporting
University of Calgary
Calgary, AB
- Full-time
This position reports to the Manager, Financial Reporting, and will support the financial reporting team who are responsible for providing consultation and support services to the…
Added 21 mins ago
LC
Assistant Front Store Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Lasalle, ON
- Full-time
Each store has an Associate-Owner, so you will work for a local business owner while having the support of a national brand. Benefit from a purchase discount program, flexible and varied…

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
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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