Investment Associate, Private Wealth

bmo; Oakville; On-site; CAD 70,000 - 110,000; Full time

Job summary

BMO Nesbitt Burns in Oakville is hiring a client-focused wealth advisor to manage and grow client relationships through tailored investment advice and exceptional service.

You will assess individual client needs, educate them on investment strategies and prepare financial plans while collaborating with internal partners to deliver comprehensive wealth solutions.

Qualifications

• Provide investment-related advice and service to clients.
• Build and retain long-term client relationships and grow assets.
• Educate clients on investment strategies, risks and performance expectations.

Responsibilities

• Manage and grow client relationships through service and advice.
• Prepare and deliver investment concepts, plans and proposals.
• Collaborate with advisors and partners to identify growth opportunities.

Job description

Application Deadline:

09/24/2026

Address:

360 Oakville Place Drive

Job Family Group:

Wealth Sales & Service

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.

This is 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 with