Bank of Montreal

Private Wealth Associate Program (New or Recent Grad) - May 2027 Start Date

Bank of Montreal$55K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree completed or nearing completion
  • Outstanding interpersonal skills for relationship building
  • Strong analytical and problem-solving abilities
  • Effective communication skills in verbal and written formats
  • Ability to thrive in a fast-paced environment
  • CSC completion in progress or CFA as an asset
  • Demonstrated ambition and high motivation.

Responsibilities

  • Engage in learning about the Private Wealth sector
  • Familiarize yourself with Private Wealth products and services
  • Manage assigned projects effectively
  • Conduct financial and quantitative analyses
  • Prepare and present findings to senior leaders
  • Collaborate on strategic group projects

Benefits

  • Customized rotation plans for career development
  • Ongoing feedback from management at all levels
  • Mentorship from influential business leaders
  • Opportunities to propose business solutions to executive management
  • Funding for educational development and accreditations
  • Networking chances with senior management
Full Job Description
Application Deadline:

09/13/2026

Address:
100 King Street West

Job Family Group:

Customer Solutions

Private Wealth Associate Program

BMO Private Wealth is a line of business within BMO Wealth Management that provides comprehensive wealth management services to high-net-worth individuals, families, business owners, and professionals. With over 200 years of banking experience, BMO provides personalized strategies to help clients grow, preserve, and transition their wealth across generations. BMO Private Wealth delivers a wide range of integrated services including Wealth Planning, Private Banking & Borrowing, Investment Management, Trust & Estate Services, Tax Planning, Business Owner Advisory and Philanthropy & Legacy Planning.

ABOUT THE POSITION

The BMO Private Wealth Associate Rotational Program is a 2-year paid rotational program for new graduates designed to provide an opportunity to explore the various roles and businesses within Private Wealth and experience our culture. This unique program combines on the job learning with meaningful work experiences and networking opportunities to develop individuals' knowledge of our organization, lines of business and our wide variety of products and services. Candidates selected for this program will complete four 6-month rotations over the 24-month period, resulting in individuals who are prepared and ready to grow their career with us.

WHAT YOU WILL BE DOING

The responsibilities assumed by our Associates include:
  • Learning about and working within Private Wealth
  • Learning about Private Wealth products and services
  • Project Management
  • Financial and Quantitative Analysis
  • Preparing and delivering presentations to senior leaders
  • Strategic group project


WHO WE ARE LOOKING FOR

You are an intelligent, highly motivated team player who can work well in a fast-paced, dynamic environment. You have outstanding interpersonal and relationship building skills with the ability to relate to a wide variety of individuals. You have strong analytical and problem-solving skills as well as excellent communication skills (including oral, written and listening). You have set ambitious goals for yourself and are excited about embarking upon a demanding and rewarding career path. You are working towards the completion of the CSC and CFA is considered an asset. As well, you have an Undergraduate University Degree (completed or in final year of study) and a solid track record of success.

PROGRAM HIGHLIGHTS

Benefits of the BMO Private Wealth Associate Program include:
  • Career Development through customized rotation plans
  • Continuous feedback from all levels of management
  • Mentorship by key business leads
  • Group project sponsored by Private Wealth Executives and opportunities to present and propose business solutions
  • Sponsorship of educational development, including accreditations
  • Networking opportunities and exposure to senior management


WHERE YOU CAN GO WITH THIS PROGRAM

This program will allow you to learn about the BMO Private Wealth and all of our businesses, gain insights from senior management and network with key members of our team. While doing so, you will gain valuable experience and develop key knowledge and skills that will assist you in launching your career at BMO.

During the program, you will have regular one-on-one meetings with the Program Office to review your progress and development. Work rotations coupled with ongoing professional development will provide you with the knowledge and skills as well as support and exposure to make informed career choices. At the end of the program, successful candidates will be placed in assisted in finding a suitable position within BMO.

To apply for this opportunity, please submit your cover letter, resume and an unofficial copy of your academic transcript. By applying for this general posting only made available to BMO Campus Alumni, you will be considered for several different spots within the Rotational Program. If you are selected to move forward, you will be provided additional information.

Salary:

$55,500.00 - $120,000.00

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 Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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