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Added 16 hours ago
J
VIP Insurance Broker
JobsMedia.io
Toronto, ON
- Full-time
Experience in Private Client, High-Net-Worth, or Personal Lines insurance
Added 16 hours ago
J
Private Client Account Manager – Personal Lines Insurance
JobsMedia.io
Toronto, ON
- Full-time
At Hello World Recruitment, we specialize in identifying and offering top-tier Insurance Broker opportunities across North America. We currently have an exciting opportunity for a Private…
Added 16 hours ago
J
Private Client Services (PCS) Account Manager | Hybrid
JobsMedia.io
Brampton, ON
- Full-time
Hello World Recruitment, founded by Jeremy Corbet, is recruiting an experienced Private Client Services Account Manager for an established Canadian insurance brokerage.
Added 1 day ago
C
Fashion Advisor
CHANEL
Toronto, ON · HOLT RENF. TORONTO YORKD FA
- Full-time
Health & Wellness – Private medical and dental insurance, long-term disability coverage, life insurance, and accidental death and dismemberment insurance. Plus, the option to add family…
Added 1 day ago
DC
Senior Environmental Manager
Det'on Cho Group of Companies
Yellowknife, NT
- Full-time
…organizations and with non-Indigenous organizations in the private, public, and not-for-profit…
Added 2 days ago
DC
Senior Environmental Manager
Det'on Cho Group of Companies
Yellowknife, NT
- Full-time
…organizations and with non-Indigenous organizations in the private, public, and not-for-profit…
Added 2 days ago
PFT - Peer Support Worker
Canadian Mental Health Association - Windsor Essex County
Windsor, ON
…recovery process from a peer perspective. The intent is to ensure client safety and to assist individuals to become self-sufficient in the community in keeping with the principles of…
Added 3 days ago
T
Manager Internal Sales - TD Asset Management
TD
Toronto, ON
- Full-time
TD Asset Management (TDAM), a member of TD Bank Financial Group, is a leading North American investment manager offering progressive investment solutions to both institutional and…
Added 3 days ago
W
Senior Client Manager
WTW
Toronto, ON
- Full-time
7+ years’ experience in the Personal Insurance/Private Client industry, preferred
Added 3 days ago
R
Manager, Client Operations
RPIA
Toronto, ON
- Full-time
We are currently seeking a full-time permanent Manager, Client Operations, to join our Client Experience team.
Added 3 days ago
BC
Client Service Manager - Private Client Services
BFL CANADA
Langley (District), BC · Langley, BC
- Full-time
Well-established expertise in Personal Lines insurance, with specialized knowledge of Private Client insurance solutions considered an asset.
Added 3 days ago
NB
Branch Administrative Assistant
National Bank of Canada
Toronto, ON
- Full-time
Within Client Services, you’ll support a shared workplace environment that may accommodate approximately 165 colleagues from several business groups. You’ll report to the Manager, Client…
Added 3 days ago
Senior Regional Insurance Manager Contact Centre
Scotiabank
Toronto, ON
The Senior Regional Insurance Manager contributes to the overall success of Creditor Insurance distribution across the Contact Centre, Virtual Advice Team, Retention teams and BNSIA,…
Added 3 days ago
Access Support Worker (Counsellor 2(A))
The Government of Nova Scotia
Truro, NS
Seek direction or escalate concerns to the social worker, supervisor, or Manager.
Added 4 days ago
CW
Associate Portfolio Manager
Chronicle Wealth
Toronto, ON
- Full-time
Chronicle Wealth is searching for a research, operational, and client focused Associate Portfolio Manager to join our growing Investment team. As part of the Portfolio Management team you…
Added 4 days ago
Vice-President, Middle Market Mergers & Acquisitions (M&A)
BMO
Toronto, ON · FCP
…will work closely with Managing Directors, business owners, private equity investors, family offices, and strategic acquirers to deliver high-quality advisory services across a broad range…
Added 4 days ago
B
Vice-President, Middle Market Mergers & Acquisitions (M&A)
BMO
Toronto, ON
- Part-time
…will work closely with Managing Directors, business owners, private equity investors, family offices, and strategic acquirers to deliver high-quality advisory services across a broad range…
Added 4 days ago
S
Project Manager- Water
Stantec
Red Deer, AB
- Full-time
An opportunity currently exists for a Project Manager within our Water Group's Civil/Conveyance Team in our Red Deer, Medicine Hat, Fort McMurray or Lethbridge office. The successful…
Added 4 days ago
B
Private Banking Officer, Private Wealth
BMO
Laval, QC · Montreal, QC · IBMM
- Full-time
Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and…
Added 4 days ago
Coordinator, Québec Team
Health Standards Organization
Pointe-Claire, QC
Accreditation Canada and Health Standards Organization (HSO) will not ask for personal information such as Social Insurance Numbers (SIN) or bank account information during the recruitment…
Added 4 days ago
R
Store Manager, Full-Time: Alberta–Calgary Metro Region
Reformation
Calgary, AB
- Full-time
…customers, employees, and the Reformation brand. The Store Manager will lead and execute all efforts required to achieve individual store…
Added 4 days ago
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Investment Associate, Supporting Lead Portfolio Manager
BMO
Montreal, QC · MCGC
- Full-time
…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…
Added 4 days ago
S
Intermediate Civil Engineer- Water
Stantec
Red Deer, AB
- Full-time
…wastewater conveyance infrastructure for municipal, industrial, and private-sector…
Added 5 days ago
B
Wealth Planning Advisor, Private Wealth
BMO
Montreal, QC · MCGC
- Full-time
The Wealth Planning Advisor (WPA) is responsible for providing financial planning support to Private Wealth Professionals, BMO Nesbitt Burns & BMO Private Banking. Providing subject matter…
Added 5 days ago
RC
Client Portfolio Manager
RPIA Capital Management
Toronto, ON
- Full-time
As a Client Portfolio Manager (CPM), you will serve as a key investment liaison across RPIA’s client base, supporting engagement across institutional, retail, and private wealth channels.…

BMO

Investment Associate, Supporting Lead Portfolio Manager

Montreal, QC, Canada
MCGC, Canada

$42,000.00 - $92,000.00 · Full-time

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Job details

Pay: $42,000.00 - $92,000.00
Job type: Full-time
Apply by: Nov 21, 2026
Posting language: English
Posted: Oct 20, 2026

Original job description

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.

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More about this job

Responsibilities

The Investment Associate supports the Lead Portfolio Manager in managing client relationships, executing portfolio reviews, and implementing investment strategies. They are responsible for client onboarding, trading activities, and providing personalized financial advice while maintaining regulatory compliance.

Requirements

Candidates must have at least five years of relevant experience in wealth management and hold a Registered Representative license. A financial planning designation and either a CIM or CFA designation are required or expected to be obtained.

Skills

Wealth management
Investment strategy
Portfolio management
Financial planning
Trading
Portfolio rebalancing
Data analysis
Risk management
Tax efficiency
Estate planning
Business development
Communication
Problem-solving
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Portfolio management
Investment advisor
CIM
CFA
Financial planning
Trading
Asset transfer
Client onboarding
Risk management
Tax efficiency
Estate planning
Wealth transfer
Data governance
Business development
Market commentary
Regulatory compliance
BMO Nesbitt Burns
BMO Private Wealth
Investment strategy

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