Job DetailsApplication Deadline: 04/28/2026Address: 90 Western Parkway, 2nd FloorJob Family Group: Wealth Sales & ServiceOverviewA 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.ResponsibilitiesPartners with lead advisor(s) to build and nurture relationships with COI’s and business partners; working collaborativelywithin the team and with internal partners to identify opportunities for growth and deliver on client needsSupports 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, campaignsPrepare 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 appropriateProvides 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 complaintsExecutes work to deliver timely, accurate, and efficient serviceParticipates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectivesPrepares financial plans for clients to meet common financial goals, e.G., retirementProvides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partnersCollaborates with internal and external stakeholders to deliver on business objectivesManages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standardsAssists in creating new investment portfolios and identifies changes to be madeAssesses fees, determines overall household fees and coordinates with internal partners as applicableManages the efficient and effective running of the support office; trains recent team membersand branch support staffDevelops 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 strategiesSupports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet,



and improve client loyaltyIdentifies gaps, issues, and best practices by monitoring of sales and service performance against plansSupports the development and execution of the business strategy and business planning activitiesFulfills client sales and service activities in compliance with regulatory requirementsMaintains the confidentiality of client and Bank informationAdheres to internal risk mitigation policies and industry rules/regulationsFocus may be on a business/groupThinks creatively and proposes new solutionsExercises judgment to identify, diagnose, and solve problems within given rulesWorks mostly independentlyBroader work or accountabilities may be assigned as neededQualificationsMinimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experienceKnowledge of Canadian Securities Course & Conduct and Practices HandbookRegistration as Registered Representative (RR)Complies with mandatory IIROC Continuing Education Program requirementsWME must be completed within 30 months of RR LicenseSpecialized knowledge from education and/or business experienceVerbal & written communication skills - In-depthCollaboration & team skills - In-depthAnalytical and problem solving skills - In-depthInfluence skills - In-depthSalary$40,300.00 - $74,900.00Pay TypeSalaried & CommissionEqual Opportunity EmployerBMO 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.#J-18808-Ljbffr

📌 Investment Associate - C$40,300 - C$74,900 A Year (Lakeside)
🏢 BMO
📍 Lakeside