Investment Associate

Bank N.A.; Calgary; On-site; CAD 42,000 - 92,000; Full time

Job summary

BMO Financial Group in Calgary is hiring for a client-focused Wealth Advisor role within Wealth Sales & Service. The role centers on managing and growing client relationships by delivering tailored investment advice, service, and strategic wealth planning.

Collaboration with the lead advisor and internal partners is essential to identify opportunities for growth and deliver exceptional client experiences. Responsibilities include preparing financial plans, conducting portfolio reviews, and

Qualifications

• Minimum 5 years of relevant experience or certification in related field.
• Must meet licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Verbal & written communication skills - In-depth.
• Collaboration & team skills - In-depth.
• Analytical and problem solving skills - In-depth.
• Influence skills - In-depth.

Responsibilities

• Manage and grow client relationships through service and advice.
• Assess client investment needs to provide professional, customized investment-related advice, sales and service.
• Prepare and execute client portfolio reviews and generate proposals as directed by the lead advisor.
• Support growth objectives through sales, business development and marketing activities.
• Collaborate with internal and external stakeholders to deliver on business objectives.
• Adhere to risk management policies and regulatory requirements.

Skills

Verbal & written communication

Collaboration & teamwork

Analytical & problem solving

Influence skills

Job description

Application Deadline: 11/26/2026

Address: 525 8th Ave SW East Tower

Job Family Group:

Wealth Sales & Service

Role 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.


• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.


• 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.

Salary:

$42,000.00 - $92,000.00

Pay Type: Salaried & Commission

The above represents BMO Financial Group's pay range and type.

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