Title posted on CareerBeacon - Investment Associate, Private Wealth

Posted onAugust 05, 2026 by Employer details BMO Financial

investment consultant

Job details

Application Deadline: 08/17/2026

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, solid 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.

- Location Oakville , ON
- Work location On site
- Salary $ 25.00 to $ 62.00 HOUR hourly
- Terms of employment Permanent employment Full time
- Starts as soon as possible
- Source CareerBeacon #3555926

View the full job posting on CareerBeacon

Advertised until

2026-09-03

The median wage is the salary of a given occupation where half the workers earn more than that amount, and half earn less. This information is presented on job postings to help job seekers determine how the salary compares to the amount earned by other workers working the same job. Job Bank preferred indicating the median wage, which is less affected by extremely high or low wages, rather than the average wage which is calculated by adding up all the salaries of a group of people and then dividing that total by the number of people.

📌 investment consultant (Oakville)
🏢 BMO Financial
📍 Oakville