Associate, canadian private client group, burgundy asset management

Final date to receive applications:

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.

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.

• 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.

• 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.

• 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.

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.

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.

$45,000.00 - $

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…