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Added 7 mins ago
CF
Inside Sales/Customer Service Representative
Columbia Forest Products
Saint-Casimir, QC · St Casimir, QC
- Full-time
…and rotary cut veneers is looking for an experienced internal sales and customer service representative for their Canadian operations. This individual will work closely with the field sales…
Added 37 mins ago
SH
Sales Representative & Technical Support
SWS Hemodialysis Care Co.,Ltd
Toronto, ON
- Full-time
Develop and manage relationships with overseas hospitals, dialysis centers and distributors, and meet sales targets for the assigned territory.
Added 52 mins ago
SC
Special Order Customer Experience Representative, Staples Promotional Products - Bilingual English/French
Staples Canada
Vaughan, ON
- Full-time
The Special Order Customer Experience Representative is responsible for delivering best-in-class customer satisfaction by managing the full lifecycle of special orders - from sourcing and…
Added 1 hour ago
RH
Lead Generation Representative
RPM Home Services
Calgary, AB
- Full-time
Previous experience in customer service, promotions, or direct sales is an asset
Added 1 hour ago
M
Licensed Assistant
Manulife
Montreal, QC
- Full-time
The Licensed Assistant plays a key role in supporting our Corporate Advisors by handling administrative tasks, client service, and account management. This individual must hold relevant…
Added 2 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
Added 2 hours ago
E
Customer Service Representative - Port Hawkesbury
Enterprise
Port Hawkesbury, NS
- Internship
The Enterprise brand of Enterprise Mobility has an exciting opportunity for a Customer Assistance Representative Sr (CAR Sr). The Customer Assistance Representative Sr (CAR Sr) will provide…
Added 2 hours ago
IW
Advisor, IG Wealth Management, Corporate Channel - Quebec City
IG Wealth Management
Quebec, QC
- Full-time
Supporting a positive client experience with an 85% focus on servicing existing clients according to the Corporate Channel service standard and 15% on growing the client base.
Added 2 hours ago
NP
Bilingual Translation & Guest Services Representative
Niagara Parks Commission
Niagara Falls, ON
- Full-time
…and guidelines, the Bilingual Translation and Guest Services Representative is responsible for handling external and internal customer inquiries through multiple communication channels in…
Added 2 hours ago
FI
Field Sales Representative
Federated Insurance Company of Canada
Mississauga, ON
- Full-time
What it’s like to be a Federated Insurance Commercial Insurance Sales Agent
Added 2 hours ago
TS
Senior Inside Sales Representative (Stainless Steel industry)
TalentSphere Staffing Solutions
Montreal, QC
- Full-time
Our client, a leading North American steel distributor has an exciting Senior Inside Sales opportunity in their Montreal office. Ideally you live on the island and you have metals or…
Added 2 hours ago
T
Part Time Sales Representative | The Core Calgary AB
TELUS
Calgary, AB
- Part-time
We work tirelessly in our stores to provide best in class service to our customers, and in our communities to enrich the lives of Canadians with all acts of kindness - big and small
Added 2 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 2 hours ago
GI
Sales Representative
Grimco, Inc.
Burnaby, BC
- $58,000 to $63,000 CAD / year
- Full-time
The Inside Sales Representative at Grimco is a key member of the territory sales team, responsible for managing inbound phone and chat communications, processing orders, providing…
Added 2 hours ago
P
Sales Representative - 1 Year Contract
PepsiCo
Dartmouth, NS
- Contract
As a Sales Representative for PepsiCo Beverages Canada, you will be maximizing business growth through the acquisition of new customers and maintenance of existing customer in various…
Added 2 hours ago
C
Account Representative- Sales Training Program (Calgary) January 18, 2027 Start Date
CDW
Calgary, AB
- Full-time
…brands in the IT industry. Join us and you will start out as a Sales Account Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and…
Added 2 hours ago
C
Account Representative- Sales Training Program (Edmonton) January 18, 2027 Start Date
CDW
Edmonton, AB
- Full-time
…brands in the IT industry. Join us and you will start out as a Sales Account Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and…
Added 2 hours ago
C
Account Representative- Sales Training Program (Ottawa) January 18, 2027 Start Date
CDW
Ottawa, ON
- Full-time
…brands in the IT industry. Join us and you will start out as a Sales Account Representative with a dedicated career progression path towards Account Manager, Senior Account Manager and…
Added 2 hours ago
K
Senior Business Development Representative
Keyera
Calgary, AB
- Full-time
Keyera is currently seeking a Senior Business Development Representative to join the Gathering & Processing Business Development Team in Calgary. This role is responsible for the commercial…
Added 3 hours ago
M
Customer Service Representative
MigMig
Vancouver, BC
- Part-time
Added 3 hours ago
AF
Client Service Representative - Calgary Brentwood Village (Part-Time)
ATB Financial
Calgary, AB
- Part-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 3 hours ago
EH
Customer Service - Counter/Inside Sales
E.B. Horsman & Son
Kamloops, BC
- Full-time
The Customer Service - Counter/Inside Sales representative, is responsible for building positive relationships with customers and suppliers through generating accurate quotations, sales…
Added 3 hours ago
VM
2027 Summer Sales Representative | Vantage Marketing Canada
Vantage Marketing Canada
Charlottetown, PE
- Full-time
Vantage Marketing Canada is recruiting ambitious students and young professionals for our 2027 Summer Sales Program.
Added 3 hours ago
T
Merchandising Rep - Luxottica Eyewear $31 CAD/hr
ThirdChannel
North Bay, ON
- $31 to $34 CAD / hour
- Contract
Build merchandising, inventory and customer service experience
Added 3 hours ago
Customer Service Representative
AkzoNobel
AB · Edmonton

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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