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Added 11 mins ago
CG
General Manager Sure Stay Plus
Canalta Group
Drumheller, AB
- Full-time
Leadership skills: strong interpersonal and communication skills, with the ability to motivate and develop a diverse team – you're a natural relationship builder!
Added 11 mins ago
TS
Fire Protection Design Engineer - Associate Principal
TalentSphere Staffing Solutions
Halifax, NS
- Full-time
Added 11 mins ago
S
[26-116] Community Living Worker - Permanent Part-time
SOURCES
Delta, BC
- Part-time
Reporting to: Danielle Clements, Program Manager of Primrose Centre
Added 11 mins ago
FC
Senior Manager, Credit Solutions, Commercial Services
FirstOntario Credit Union
St. Catharines, ON
- Full-time
As a member of the Commercial Services team within the Business Banking Group, the Senior Manager, Credit Solutions, Commercial Services is responsible for the credit management,…
Added 11 mins ago
S
[26-117] Community Living Worker - Casual
SOURCES
Delta, BC
- Full-time
Reporting to: Danielle Clements, Program Manager of Primrose Centre
Added 12 mins ago
DB
Part Time Bridal Sales
David's Bridal
Winnipeg, MB
- Part-time
…presentation and operations of the store. S/he reports to the Store Manager in partnership with the Sales Manager. Bridal Stylists are brand ambassadors and demonstrate the values and…
Added 12 mins ago
T
Customer Experience Associate - Future Opportunities
TD
Toronto, ON
- Part-time
…career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you…
Added 12 mins ago
NC
Systems Analyst (2 Positions)
NAV CANADA
Ottawa, ON
- Full-time
Establish and maintain appropriate interpersonal relationship in dealings with team members, colleagues, and superiors.
Added 27 mins ago
D
Financial Sercives Assistant
Desjardins
Amos, QC · Boucherville, QC · Brossard, QC · Châteauguay, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC
- Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 27 mins ago
D
Advisor, Securities
Desjardins
Amos, QC · La Sarre, QC · Montreal, QC · Rouyn-Noranda, QC · Val-d'Or, QC · Service Signature Abitibi-Témiscamingue et Nord-du-Québec
- Full-time
…budget monitoring and management of administrative staff to the manager of a large branch or a group of branches. Serve as resource person for all employees regarding policies, procedures,…
Added 27 mins ago
A
HR Solutions Partner
AstraZeneca
Mississauga, ON · Canada - Mississauga
- Full-time
This role reports to the Global HR Solutions Director/Solutions Manager, and works closely day to day with the Global HR Business Partners.
Added 42 mins ago
RD
Team Operations Lead
RBC Dominion Securities
Vernon, BC
- Full-time
RBC Dominion Securities is a relationship-focused investment and wealth management firm that consistently ranks #1 in Canada. We are proud of our collaborative, supportive culture that…
Added 42 mins ago
CR
Senior Partnership Strategy and Activations Officer
Canadian Red Cross
Canada
- Full-time
Working closely with the Senior Manager, Account Management, Corporate Giving, this role will develop and implement corporate fundraising strategies, build and steward partner…
Added 42 mins ago
NC
Media Sales Strategist – Calgary, AB
Newfoundland Capital Corporation Limited
Calgary, AB
- Full-time
We are currently looking for a Media Sales Strategist to join our Calgary team! This position reports to the General Sales Manager.
Added 42 mins ago
Manager, Engineering
Toronto Hydro
Toronto, ON
Reporting to the Senior Manager, Grid Planning, the Manager, Engineering leads a team responsible for system studies, system planning, and grid modernization initiatives. The role provides…
Added 42 mins ago
Staff Pharmacist
Winnipeg Regional Health Authority
Winnipeg, MB
Under the general supervision of the designated Pharmacy Manager, the incumbent is responsible for the provision of pharmacy services to accommodate the medication and medication-related…
Added 57 mins ago
RB
Manager, Operations II
Royal Bank of Canada
Toronto, ON
- Full-time
As Manager, Futures Operations, you will lead a team supporting time-sensitive, complex, exception-based, and highly specialized futures operations within Wealth Management Canada. You will…
Added 57 mins ago
AL
Diabetes Sales Specialist - Abbott Diabetes Care - Ottawa, ON
Abbott Laboratories
ON
- $68,250 to $101,100 CAD / year
- Full-time
…needs and expectations. This position reports to the District…
Added 1 hour ago
S
General Manager
Snaplii
Toronto, ON · Etobicoke, ON
- Full-time
We are hiring a hands-on General Manager to lead Snaplii's day-to-day operations and serve as the senior on-site leader of our Canadian office. You will manage functional leaders, resolve…
Added 1 hour ago
LC
Beauty Manager, Hourly Full Time Flexible Shifts
Loblaw Companies Limited
Oakville, ON
- Full-time
Prepares performance appraisals in association with Front Store Manager
Added 1 hour ago
Manager Marketing
Gildan
Mississauga, ON
Reporting into the the Sr Manager, Marketing the Manager, Marketing is responsible for driving the growth and performance of our brands by leading product strategy, development, and…
Added 1 hour ago
K
Senior Manager, Technology Strategy & Digital Transformation
KPMG
Vancouver, BC
- Full-time
Our Technology Strategy & Digital Transformation team is looking for a Senior Manager to advise business and technology leaders on complex transformation priorities. The successful…
Added 1 hour ago
T
Customer Experience Associate - Verdun (Part-time, 22.5h/week)
TD
Montreal, QC
- Part-time
Added 1 hour ago
AG
Territory Manager
Acosta Group
AB · Alberta, Canada
- Full-time
Premium is seeking a Territory Manager to join our team in support of leading brands in the home appliance industry. This role focuses on driving sales, increasing brand recommendation…
Added 1 hour ago
AG
Territory Manager
Acosta Group
SK · Saskatchewan, Canada
- Full-time
Premium is seeking a Territory Manager to join our team in support of leading brands in the home appliance industry. This role focuses on driving sales, increasing brand recommendation…

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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