Associate, Canadian Private Client Group, Burgundy Asset Management

BMO; Toronto; On-site; CAD 45,000 - 100,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Burgundy Asset Management Ltd, a division of BMO, is seeking an organised professional to support Investment Counsellors, coordinate administrative tasks, and deliver exceptional client service from our Toronto office. This role offers exposure to Burgundy’s investment approach and private client business.

You will liaise with internal teams, manage client records, and help prepare materials for investment review meetings while adhering to regulatory and firm policies.

Qualifications

• Post-secondary degree required.
• Minimum 2 years of investment/financial services experience.
• CFA/CFP designation or willingness to pursue is preferred.

Responsibilities

• Develop understanding of the firm, investment philosophy and strategies.
• Support Investment Counsellors and prepare client/prospect materials.
• Assist with investment proposals and other requests.
• Maintain client records and document meetings in the CRM.
• Understand account types and required documents for account setup.
• Adhere to compliance policies and procedures.
• Collaborate with the team to fulfill responsibilities.

Skills

Organizational skills

Attention to detail

MS Office

Deadline-driven

Team collaboration

Discretion/confidentiality

Education

Post-secondary degree

CFA designation or CFP designation or willingness to pursue

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Outlook

Job description

Application Deadline: 11/15/2026 Address: 181 Bay Street Job Family Group: Wealth Sales & Service Reports to: Vice President, Private Client Operations, Private Client Group Location: In person/on-site @ 181 Bay Street, Suite 4510, Toronto, ON, M5J 2T3 Role: This vacancy is available for immediate hire.

POSTION SUMMARY

Reporting to the Vice President, Private Client Operations, you will support Investment Counsellors, coordinate day-to-day administrative requirements, and deliver exemplary service to clients. Working closely with the Canadian Private Client Group in our Toronto office, you will contribute to team initiatives and collaborate with other internal groups as needed. This dynamic role offers broad exposure to Burgundy’s investment approach and private client business.

KEY RESPONSIBILTIES

• Develop a deep understanding of the firm, investment philosophy and investment strategies.
• Develop strong relationships and provide support to Investment Counsellors to generate high-quality client and prospect materials, including preparation for investment review meetings and processing annual know-your-client renewals.
• Provide research and marketing support for investment proposals and other requests.
• Work with our client relationship management system to maintain accurate and complete client records, capture client interactions, and document meeting notes.
• Understand the various financial account types, including the information and documents required to hold the accounts, as well as their functions.
• Adhere to compliance policies and procedures, and business rules.
• Collaborate and liaise with the team and more broadly within the firm to complete team responsibilities.

WHAT WE’RE LOOKING FOR

• Exceptional organizational skills with the ability to prioritize tasks.
• Strong attention to detail.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.).
• Ability to navigate within tight deadlines.
• Motivated towards achieving and exceeding goals.
• Excellent interpersonal skills, with a proven ability to work effectively within teams.
• Demonstrate tact and discretion while handling confidential information.
• Collaborative and collegial attitude, promoting a positive and supportive work environment.
• Willingness to embrace additional responsibilities as they become available and comprehend the intricacies of the business.

Required Qualifications

• Minimum 2 years of investment and financial services (or related) industry experience.
• Post-secondary degree.
• Chartered Financial Analyst (CFA) designation, Financial Planning (CFP) designation or willingness to pursue.

HIRING PROCESS TIMELINE

Interviews will be conducted in November and December 2026.

We thank all applicants for their interest; however, only those selected for an interview will be contacted.

ABOUT BURGUNDY ASSET MANAGEMENT LTD

Burgundy Asset Management Ltd is a global investment manager providing discretionary investment management for private clients and institutions. Founded in 1990, we invest with a long-term, fundamental approach – building concentrated portfolios of high-quality businesses to protect and compound clients’ capital over time. Our culture is grounded in honesty, courage, and doing what is right for our clients – and we look for candidates who share these values. Burgundy Asset Management is a division of BMO Financial Group. Within BMO Wealth Management, Burgundy functions as an independent line of business.

• Salary: $45,000.00 - $100,000.00 Pay Type: Salaried

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’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

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.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.