Associate, Canadian Private Client Group, Burgundy Asset Management

Job summary

The associate will support Investment Counsellors by coordinating administrative requirements and delivering exemplary service to private clients. They will also manage client records, prepare investment review materials, and collaborate with internal teams to ensure compliance and operational efficiency.

Job details

Application Deadline: 11/15/2026 Address: 181 Bay Street Job Family Group: Wealth Sales & Service Reports to: Vice President, Private Client Operations, Private Client Group Location: In person/on-site @ 181 Bay Street, Suite 4510, Toronto, ON, M5J 2T3 Role: This vacancy is available for immediate hire. POSTION SUMMARY Reporting to the Vice President, Private Client Operations, you will support Investment Counsellors, coordinate day-to-day administrative requirements, and deliver exemplary service to clients. Working closely with the Canadian Private Client Group in our Toronto office, you will contribute to team initiatives and collaborate with other internal groups as needed. This dynamic role offers broad exposure to Burgundy’s investment approach and private client business. KEY RESPONSIBILTIES · Develop a deep understanding of the firm, investment philosophy and investment strategies. · Develop strong relationships and provide support to Investment Counsellors to generate high-quality client and prospect materials, including preparation for investment review meetings and processing annual know-your-client renewals. · Provide research and marketing support for investment proposals and other requests. · Work with our client relationship management system to maintain accurate and complete client records, capture client interactions, and document meeting notes. · Understand the various financial account types, including the information and documents required to hold the accounts, as well as their functions. · Adhere to compliance policies and procedures, and business rules. · Collaborate and liaise with the team and more broadly within the firm to complete team responsibilities. WHAT WE’RE LOOKING FOR The ideal candidate will be/have: Exceptional organizational skills with the ability to prioritize tasks. Strong attention to detail. Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.). Ability to navigate within tight deadlines. Motivated towards achieving and exceeding goals. Excellent interpersonal skills, with a proven ability to work effectively within teams. Demonstrate tact and discretion while handling confidential information. Collaborative and collegial attitude, promoting a positive and supportive work environment. Willingness to embrace additional responsibilities as they become available and comprehend the intricacies of the business. Required Qualifications · Minimum 2 years of investment and financial services (or related) industry experience. · Post-secondary degree. · Chartered Financial Analyst (CFA) designation, Financial Planning (CFP) designation or willingness to pursue. HIRING PROCESS TIMELINE Interested candidates should submit their resume and cover letter by November 16, 2026. Interviews will be conducted in November and December 2026. We thank all applicants for their interest; however, only those selected for an interview will be contacted. ABOUT BURGUNDY ASSET MANAGEMENT LTD Burgundy Asset Management Ltd is a global investment manager providing discretionary investment management for private clients and institutions. Founded in 1990, we invest with a long-term, fundamental approach – building concentrated portfolios of high-quality businesses to protect and compound clients’ capital over time. Our culture is grounded in honesty, courage, and doing what is right for our clients – and we look for candidates who share these values. Burgundy Asset Management is a division of BMO Financial Group. Within BMO Wealth Management, Burgundy functions as an independent line of business. Salary: $45,000.00 - $100,000.00 Pay Type: Salaried The above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards About Us At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO 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. Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

What you’ll do

The associate will support Investment Counsellors by coordinating administrative requirements and delivering exemplary service to private clients. They will also manage client records, prepare investment review materials, and collaborate with internal teams to ensure compliance and operational efficiency.

Requirements

Candidates must possess a post-secondary degree and at least two years of experience in the financial services industry. Proficiency in Microsoft Office and a commitment to pursuing professional designations like the CFA or CFP are required.

Benefits

• Health insurance
• Tuition reimbursement
• Accident insurance
• Life insurance
• Retirement savings plans

Listed skills

• Customer service · Preferred
• Administrative Support · Preferred
• Compliance · Preferred
• Microsoft Office · Preferred
• Attention to detail · Preferred
• interpersonal skills · Preferred
• data management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Investment management
• Client service
• Administrative support
• Relationship management
• Research
• Marketing support
• Compliance
• Microsoft Office
• Organizational skills
• Attention to detail
• Interpersonal skills
• Financial services
• Data management
• Courage
• Tactfulness
• Organizational Skills
• Sales Prospecting
• Microsoft Excel
• Asset Management
• Customer Relationship Management
• Investments
• Certified Financial Planner
• Chartered Financial Analyst
• Economic Growth
• Sales
• Financial Services
• Financial Planning
• Investment Management
• Health Insurance
• Marketing
• Interpersonal Communications
• Microsoft Outlook
• Operations
• Microsoft PowerPoint
• Wealth Management
• Coaching
• Prioritization
• Detail Oriented
• Honesty

Job areas

• Finance & Accounting
• Administrative
• Customer Service & Support
• Management & Leadership
• Private Client Associate
• Brokerage Clerk
• Statistical, Finance and Insurance Clerks
• Brokerage Clerks

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