Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 21 mins ago
Regional Sales Representative
Work in Middlesex
Strathroy, ON
Full-time
We are looking for a goal-oriented, motivated, and energetic Regional Sales Representative to drive market expansion, strengthen strategic customer partnerships, and deliver sustainable,…
Added 21 mins ago
Inventory - Field Data Collector
Acosta Group
Abbotsford, BC
Part-time
Access support documents and tools from online shared sources.
Added 21 mins ago
Inventory - Field Data Collector
Acosta Group
Sherwood Park, AB
Part-time
Access support documents and tools from online shared sources.
Added 21 mins ago
Casual Tenant Support Worker | White Road Supportive Housing | Duncan
Connective
Duncan, BC
This position will provide casework and support to residents of Connective’s programs to enhance their quality of life, to ensure the orderly and safe operation of the facility, and to…
Added 21 mins ago
Business Development Representative
KERRIDGE COMMERCIAL SYSTEMS CORP
Oakville, ON
Full-time
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are…
Added 21 mins ago
Business Development Representative
KERRIDGE COMMERCIAL SYSTEMS CORP
Oakville, ON
Full-time
Klipboard provides specialist software, services and support to deliver fully integrated trading and business management solutions to companies in the distributive trade – wherever they are…
Added 51 mins ago
Medical Laboratory Technologist - Sechelt Hospital Labs
Sanya’k̓ula
Sechelt, BC
Full-time
Meaningful Impact: Support diverse clinical areas, community-based to tertiary care hospitals with state of the art diagnostics, ensuring optimal outcomes for all patient populations. Work…
Added 1 hour ago
Developing Investment Advisor
TD
Halifax, NS
Full-time
…strategic business development, and dedicated practice management support to help you develop and grow your…
Added 2 hours ago
Outside Parts & Service Representative - Agriculture
Brandt Group of Companies
Coronation, AB
Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Coronation John Deere location.
Added 2 hours ago
Outside Parts & Service Representative (Thunder Bay)
Brandt Group of Companies
Thunder Bay, ON
Full-time
Brandt Tractor Ltd is currently seeking a Customer Support Advisor (CSA) for our Thunder Bay location.
Added 2 hours ago
Office + Sales Coordinator
Alera Skin Care Products Inc.
Vancouver, BC
Full-time
Send tracking numbers to customers and to the assigned sales representative on the day a shipment leaves - every time, without being prompted
Added 2 hours ago
Senior Sales Representative, National Accounts (Hunter)
ADP
Calgary, AB
$131,700 to $181,700 CAD / year
Full-time
Hybrid Field Sales Role | Burnaby-Based | Client-Facing
Added 2 hours ago
Temporary Community Safety Services Manager
City of Saint John
Saint John, NB
Full-time
…term up to 2 years. The successful candidate’s objective is to support community well-being in the City of Saint John by promoting, monitoring, and enforcing municipal by-laws to ensure…
Added 4 hours ago
Director, Registration and Licensing
AIBC
Vancouver, BC
Full-time
Act as the Senior Staff Representative (SSR) for the statutory Credentials Committee including agenda-setting, preparing submissions and reports, crafting motions, providing advice on…
Added 4 hours ago
Product Support Representative - Overnight Parts Support
Brandt Group of Companies
Moncton, NB
Full-time
Brandt Tractor Ltd is currently seeking a Product Support Representative - Overnight Parts Support for our Regina, SK or Moncton, NB location.
Added 4 hours ago
Product Support Representative
Brandt Group of Companies
Moncton, NB
Full-time
The Product Support Representative is responsible for supporting Brandt’s coast to coast branch network by processing parts orders, responding to pricing and availability inquiries and…
Added 4 hours ago
Managing Director & Head of Canada Operations
CBRE
Toronto, ON
Full-time
Effectively manages and leads the team through change. Serves as a change agent for business improvements and develops buy-in and support for new initiatives and processes.
Added 4 hours ago
Senior Content Designer
Alquemy Search & Consulting
Vancouver, BC
$40 to $58 CAD / hour
Contract
Develop and run evaluations (evals), using representative tasks, edge cases, quality criteria, and scoring rubrics to assess AI outputs.
Added 4 hours ago
Senior Solution Architect
Manulife
Toronto, ON · Kitchener, ON
Full-time
Bachelor’s or Master’s degree in Computer Science, Engineering, or related field.
Added 5 hours ago
Heavy Duty Equipment Sales Representative - Rentals Division
Brandt Group of Companies
Laval, QC
Full-time
…jobsite needs and delivering equipment rental solutions that support their success. This role requires a strong ability to identify and pursue new opportunities while also acting as a…
Added 5 hours ago
Bilingual Product Support Representative - Contact Center
Brandt Group of Companies
Moncton, NB
Full-time
Provide parts support to field staff by collaborating effectively to resolve product and parts-related issues.
Added 5 hours ago
Bilingual Product Support Representative
Brandt Group of Companies
Moncton, NB
Full-time
Provide parts support to field staff by collaborating effectively to resolve product and parts-related issues.
Added 5 hours ago
Outside Parts & Service Representative
Brandt Group of Companies
Bedford, NS
Full-time
This position is responsible for promoting and selling parts and services, as well as providing after sales support to new and existing customers.
Added 5 hours ago
Outside Parts & Service Representative
Brandt Group of Companies
Saskatoon, SK
Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Saskatoon location. This is an outside sales position responsible for promoting and selling Heavy Equipment…
Added 5 hours ago
Outside Parts & Service Representative - Agriculture
Brandt Group of Companies
Stettler, AB
Full-time
Brandt is currently seeking an Outside Parts & Service Representative for our Stettler Agriculture

BMO

Investment Associate, Wealth Management, Nesbitt Burns

Montreal, QC, Canada

Job type: Full-time
Apply by: Sep 30, 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: Jul 7, 2026

Apply About employer

Applications open in a new tab.

Original job description

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.

Job Description

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.
Collaborates with internal and external stakeholders to deliver on business objectives.
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.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
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.
Financial planning designation (IPF) or willing to obtain.
CIM or CFA certification.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled (Registered Representative).
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

The range below reflects the BMO enterprise range. The expected base pay range for this position is: $40,000.00- $42,500.00 .

This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure.

In addition to the base pay, there is a potential variable component up to 2.5 times the base salary.

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.

Apply About employer

More about this job

Responsibilities

The Investment Associate manages and grows client relationships by providing customized investment advice and service while partnering with lead advisors to execute business development strategies. They are responsible for preparing financial plans, conducting investment research, and ensuring all activities comply with regulatory requirements and internal risk policies.

Requirements

Candidates must have a minimum of 5 years of relevant experience and hold or be willing to obtain a financial planning designation. Professional certifications such as CIM or CFA are required, along with the necessary licensing to act as a Registered Representative.

Skills

Investment management
Wealth planning
Financial planning
Portfolio construction
Business development
Sales
Investment research
Data analysis
Risk management
Communication
Collaboration
Analytical skills
Problem solving
Influence

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth Management
Investment Associate
Nesbitt Burns
BMO Financial Group
CIM
CFA
IPF
Registered Representative
Financial Planning
Portfolio Management
Business Development
Client Relations
Risk Management
Data Governance
Sales
Networking
Investment Research
Tax Efficiency
Regulatory Compliance
Financial Analysis

Report this job