Investment Associate, Supporting Lead Portfolio Manager

Application Deadline:

11/20/2026

Address:

1501 McGill College Avenue

Job Family Group:

Wealth Sales & Service

OPPORTUNITY TO JOIN AN EXCELLENCE-FOCUSED ADVISORY TEAM

Investment Advisor Associate Supporting the Lead Portfolio Manager

About BMO Nesbitt Burns

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.

Position Overview

We are seeking a motivated and experienced Investment Advisor Associate to directly support the Lead Portfolio Manager within a high-performing and growing wealth management team.

This client-focused position is responsible for supporting the portfolio manager in managing and growing client relationships through professional, personalized advice and service. The successful candidate will assess clients' investment needs, explain investment strategies, associated risks and return expectations, and contribute to helping clients achieve their financial objectives.

The successful candidate will play a key role in preparing and executing portfolio reviews, supporting the discovery and financial planning process, assisting with trading in client accounts, onboarding new clients and restructuring accounts. We are seeking an already registered professional who is self-directed and able to contribute quickly to the team's success.

Key Responsibilities

• Collaborate with team members to establish, maintain and deepen business relationships with existing clients.
• Prepare, coordinate and execute client portfolio reviews, including client calls, meeting scheduling, document preparation, follow-ups and record maintenance.
• Prepare client presentations
• Communicate with clients to discuss and update investment objectives and risk tolerance, and ensure portfolios are rebalanced as appropriate.
• Participate in the client discovery and financial planning process, and prepare plans addressing objectives such as retirement, succession, wealth transfer and tax efficiency.
• Support client objectives established by the team and assist in delivering appropriate investment advice.
• Support the Lead Portfolio Manager in implementing investment strategies and trading activities for client accounts.
• Coordinate and execute block trades for managed accounts in accordance with internal policies and regulatory requirements.
• Assist in constructing, reviewing and rebalancing investment portfolios and identifying required changes.
• Manage databases and provide analytical, forecasting and data visualization support while maintaining data governance standards.
• Manage the client onboarding process, account openings, asset transfers and restructuring of existing accounts.
• Provide appropriate guidance regarding tax efficiency, legal and financial implications and fees, or engage the appropriate partners.
• Collaborate with internal and external partners, BMO Private Wealth partners and centers of influence, including accountants, tax professionals and lawyers, to achieve business objectives.
• Support client communications, marketing and business development initiatives, and the team's community and client engagement activities.
• Partner with internal stakeholders to broaden client relationships and identify referral opportunities to other business groups.
• Draft market commentary and economic, financial or investment-related content when required.
• Identify new business opportunities among existing and prospective clients through proactive sales and marketing activities, including networking, seminars and community involvement.
• Explain and apply investment concepts, portfolio construction and management principles, and other wealth management strategies.
• Support branch and team objectives by identifying opportunities to optimize performance
• Help manage the efficient and effective operation of the support office and contribute to training new team members and branch support staff.
• Protect the confidentiality of client and Bank information and comply with internal risk mitigation policies and industry rules and regulations.
• Think creatively, recommend new solutions and exercise judgment to identify issues, determine causes and resolve them within established limits.
• Work generally independently while collaborating effectively with the team; broader duties and responsibilities may be assigned as required.
• Take measured risks while protecting the Bank by applying BMO's risk management framework in the execution of duties, in accordance with its risk culture, approved risk appetite, applicable policies, laws and regulations.

Qualifications

• Minimum five years of relevant professional experience in wealth management, investments or a related field and/or related certification, or an equivalent combination of education and experience.
• Must already be a Registered Representative and meet the licensing and accreditation requirements applicable to the team, branch and jurisdiction in which the role operates.
• Financial planning designation, such as Fin. Pl, or willingness to obtain it.
• CIM® or CFA® designation.
• Excellent written and spoken English and French skills are required.
• Advanced communication, collaboration and teamwork skills.
• Advanced analytical, problem-solving and influencing skills.
• Rigorous attention to detail and strong organizational skills.
• Excellent technology skills and proficiency with wealth management, trading and productivity platforms are a strong asset.
• Knowledge of personal taxation, estate planning and wealth transfer is an asset.
• Marketing, communications or business development skills are an asset.
• Ability to manage multiple priorities in a dynamic, demanding and excellence-driven environment, exercise sound judgment and work independently.

Compensation will be discussed and determined based on the successful candidate's experience, qualifications and industry licensing.

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.