Investment Associate

Application Deadline

03/05/2026

Address

595 Burrard Street

Job Family Group

Wealth Sales & Service

Overview

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.

Responsibilities

• Partners with lead advisor(s) to build and nurture relationships with COI's and bu...