Investment Associate, Private Wealth

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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 role supports a high-performing wealth management team serving high-net-worth and ultra-high-net-worth clients. As part of a larger, collaborative advisory practice, the successful candidate will work closely with experienced Investment Advisors, fellow Associates, and other internal partners to deliver an exceptional client experience. The successful candidate will be responsible for managing client relationships, supporting portfolio reviews and wealth planning initiatives, overseeing account administration, and contributing to business development and practice growth activities.

• Oversee 75+ households and next-gen clients, taking full responsibility for relationship management and operations
• Provide comprehensive client service including regular portfolio reviews, performance monitoring, fund transfers, timely responses to client inquiries, and ongoing client engagement
• Independently handle account management activities including account opening, maintenance, transactions, and operational tasks with strong attention to detail
• Anticipate client needs and be resourceful in determining solutions that add value to clients' long-term financial goals
• Identify financial planning opportunities and work with our planning resources to deliver customized wealth plans and follow through on related action items
• Collaborate with internal teams (operations, compliance, portfolio management) to ensure seamless execution and issue resolution
• Assist with the specialized reporting requirements of ultra-high net worth households
• Assist in the development of PowerPoint pitch decks for new client acquisition
• Assist with update and maintenance of marketing materials, social media campaigns, client and prospect events etc.
• Partner with lead advisor(s) to build and nurture relationships with centres of influence (COIs) and internal business partners to support client growth and business development objectives.
• Assist in the creation of investment proposals and portfolio recommendations and identify portfolio changes as directed by the lead advisor.
• Maintain the confidentiality of client and Bank information and ensure all activities are conducted in compliance with regulatory requirements, internal policies, and risk management standards.

Qualifications:

• 3+ years of experience in wealth management, including client relationship management
• Registered Representative (RR) with CIRO (previously IIROC) or
• Canadian Investment Regulatory Exam, CIRE and the Retail Securities Exam
• Strong proficiency in Microsoft PowerPoint with the ability to develop professional client presentations, pitch books, and new business materials.
• Experience supporting marketing initiatives, including client events, prospect communications, presentation materials, and social media campaigns.
• Reliable and proactive self-starter who takes initiative, works independently and consistently demonstrates strong problem-solving skills
• Exceptional written and verbal communication skills in English
• Proven ability to work effectively in a large, fast-paced, and highly collaborative team environment.
• The range below reflects the BMO enterprise salary range. The base salary for this role in Toronto is $42,400. This position includes competitive performance-based pay, and overall earning potential is impacted by a variable incentive structure, with top performers having the opportunity to earn in excess of 4x their base salary

This job posting is for a current vacancy.

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