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Added 10 mins ago
BH
Client & Sales Specialist
BeWell Health Centres
Hamilton, ON · Mississauga, ON
- Full-time
We are looking for a highly motivated, personable, and sales-driven Client & Sales Specialist to join our growing mental health clinic. This is a sales-focused client care role responsible…
Added 1 hour ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 1 hour ago
NB
Senior Advisor Financial Planning Support
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Financial Planning Advisor in the Support team at
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NB
Senior Advisor in Estate Planning
National Bank of Canada
Montreal, QC
- Full-time
references in estate planning for the client advisory team of one of the
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Residential Mortgage Specialist
National Bank of Canada
Windsor, ON
- Full-time
from a technical standpoint and in the quality of client service,
Added 3 hours ago
1P
Information Technology Service Desk
10 Percent Recruiting Ltd.
AB · Greater Edmonton Metropolitan Area
- Contract
Our client is seeking a Service Desk Level 2 Technician to provide responsive technical support within a multi-site environment. You will work closely with end users and technical teams to…
Added 4 hours ago
BT
Assurance and Advisory Manager – Audit
Baker Tilly Canada
Dartmouth, NS
- Full-time
Add value by identifying client service opportunities, including cross-team collaboration
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Administrative Assistant
Baker Tilly Canada
Rocky Mountain House, AB
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 4 hours ago
VC
Transformation, Change & Innovation Advisor
Vancouver Coastal Health
Vancouver, BC
- $46.39 to $66.68 CAD / hour
- Temporary
Reporting to the Executive Director, Clinical Informatics and Virtual Health, the Advisor acts as an internal specialist to the organization for organizational development and change…
Added 6 hours ago
AI
Specialist, Marketing Technology (12-month contract)
AGF Investments
Toronto, ON
- Contract
AGF is seeking a detail-oriented and technically proficient Marketing Technology Specialist to support the day-to-day operation and evolution of our marketing technology ecosystem.
Added 8 hours ago
BS
Responsable des comptes recevables bilingue (français et anglais requis)
Bilingual Source
Montreal, QC · Greater Montreal, QC
- $55,000 to $70,000 CAD / year
- Full-time
Our client, a company in the distribution sector located in eastern Montréal, is looking for a Bilingual Accounts Receivable Specialist to manage customer accounts and support daily…
Added 8 hours ago
IR
Tax Director
Imagine Recruitment & Advisory
Toronto, ON · Greater Toronto Area, Canada
- $160,000 to $180,000 CAD / year
- Full-time
Provide support to client personnel regarding tax entries and reconciliation of tax related general ledger accounts.
Added 10 hours ago
NB
Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 10 hours ago
BT
Senior Accountant - Cross Border Tax
Baker Tilly Canada
Vancouver, BC
- Full-time
Collaborate with and support team members in providing exceptional client service
Added 10 hours ago
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Banking Advisor
National Bank of Canada
Sorel-Tracy, QC
- Full-time
Support your clients through the mortgage renewal or renegotiation process.
Added 10 hours ago
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Banking Advisor
National Bank of Canada
Montreal, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 16 hours ago
BT
Senior Manager
Baker Tilly Canada
Walkerton, ON
- Full-time
Build and manage client relationships at a senior level and identify client service opportunities
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Senior Accountant
Baker Tilly Canada
Thompson, MB
- Full-time
Lead consulting engagements or special assignments and identify client service opportunities
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Staff Accountant for Dresden
Baker Tilly Canada
ON · Chatham-Kent, ON
- Full-time
A team-oriented mindset and the ability to provide client-focused service.
Added 16 hours ago
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IT & Innovation Consultant, SR&ED
Baker Tilly Canada
Windsor, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 19 hours ago
NB
BANKING ADVISOR
National Bank of Canada
Saint-Gabriel-de-Brandon, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 19 hours ago
RI
Plant Care Specialist
Rentokil Initial
Concord, ON
- $43,000 to $48,000 CAD / year
- Full-time
…are the center of everything we do. We design, install and service interior and exterior plant displays, flowers, replica foliage, holiday decor, ambient scenting and stunning wall art for…
Added 20 hours ago
W
HSE Specialist II
Worley
Edmonton, AB
- Full-time
…Leveraging extensive experience and AI-enabled delivery, we support customers in navigating complexity as they meet today's needs and transition to more sustainable…
Added 21 hours ago
K
Intermediate Instrumentation and Controls specialist
Kleinfelder
Calgary, AB
- Full-time
We are looking to hire an Intermediate Instrumentation and Controls specialist in our Edmonton Office and Calgary location. Reporting to the Instrumentation & Controls Lead, the…
Added 21 hours ago
K
Intermediate Instrumentation and Controls specialist
Kleinfelder
AB · Edmonton, AB
- Full-time
We are looking to hire an Intermediate Instrumentation and Controls specialist in our Edmonton Office and Calgary location. Reporting to the Instrumentation & Controls Lead, the…

BMO Groupe financier

Conseiller(ère), Centre d’investissement

Saint John, NB, Canada

$45 000,00 - $95 000,00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $45 000,00 - $95 000,00
Job type: Full-time
Apply by: Nov 14, 2026
Experience: Typically 5-10 years of relevant investment advisory, wealth management, financial planning, or related experience.
Posting language: English · French
Posted: Oct 15, 2026

Original job description

English section of this bilingual listing.

This role serves clients with sophisticated but scalable advice needs, helping them achieve their financial goals through investment management, retirement planning, tax-efficient strategies, budgeting support, and select insurance solutions. Advisors are expected to drive asset growth through client referrals, client migration opportunities, and strategic relationship-building activities while delivering an exceptional client experience.

Key Accountabilities

Client Relationship Management

Build trusted, long-term relationships with mass affluent individuals and households.
Deliver personalized financial advice and investment guidance aligned to clients' objectives, risk tolerance, and life-stage needs.
Conduct comprehensive discovery and financial planning conversations covering retirement, wealth accumulation, cash flow management, and other client priorities.
Educate clients on investment strategies, portfolio construction, managed solutions, associated risks, and performance expectations.
Deliver a consistent and exceptional client experience through proactive service, regular reviews, and ongoing relationship management.
Retain and grow existing client relationships through effective advice and service delivery.

Business Development & Portfolio Growth

Develop and execute strategies to acquire new assets and deepen wallet share within assigned client portfolios.
Generate new business through client referrals, internal partnerships, and targeted business development activities.
Leverage firm-sponsored client migration programs to onboard and develop relationships with eligible clients.
Identify opportunities to consolidate off-book assets and strengthen overall client relationships.
Build and maintain relationships with internal referral partners across retail banking, Private Wealth, and other business units.
Support achievement of growth objectives related to assets under management, revenue, and client acquisition.

Investment Advice & Financial Planning

Develop and recommend investment strategies using managed solutions, ETFs, mutual funds, individual securities, and other approved wealth management solutions.
Provide holistic financial planning and advice, including retirement planning, tax-efficient investing, budgeting support, and select insurance solutions.
Monitor client portfolios and provide proactive recommendations based on changing market conditions and client circumstances.
Explain complex financial concepts in a clear and engaging manner.
Ensure recommendations are suitable, compliant, and aligned with regulatory requirements.

Collaboration & Partnership

Collaborate with branch, Private Wealth, and specialist partners to deliver integrated client solutions.
Identify opportunities to refer clients requiring specialized services such as Private Banking, advanced wealth planning, insurance, trusts, estate planning, or high-net-worth advisory solutions.
Work closely with sales leaders and support teams to improve advisor productivity and client outcomes.
Contribute to a culture of collaboration, client-centricity, and continuous improvement.

Risk & Compliance

Conduct all sales and service activities in accordance with regulatory requirements, firm policies, and industry standards.
Maintain accurate client records and documentation.
Protect the confidentiality of client and organizational information.
Escalate complex client situations and risk concerns as appropriate.
Adhere to all regulatory, compliance, and risk management requirements.

Success Measures

Client retention and satisfaction.
Financial planning activity and client engagement.
Referral generation and referral conversion.
Revenue growth and profitability.
Compliance and risk management outcomes.
Collaboration with internal partners.
Growth in assets under management.
New asset acquisition and asset consolidation.

Qualifications

Education & Experience

Typically 5-10 years of relevant investment advisory, wealth management, financial planning, or related experience.
Post-secondary education in business, finance, economics, or a related discipline, or equivalent combination of education and experience.
Experience managing and growing client relationships within the mass affluent or emerging affluent segment is preferred.
Proven track record of business development and relationship growth.

Licensing & Professional Designations

Canadian Securities Course (CSC).
Conduct and Practices Handbook (CPH).
Wealth Management Essentials (WME), or willingness to complete within a specified time frame.
Completion of all applicable continuing education requirements.
Professional Financial Planning (PFP), CFP, or willingness to obtain preferred.

Knowledge & Skills

Strong investment and wealth management expertise.
Financial planning and needs-based advisory skills.
Business development and client acquisition capabilities.
Relationship management and networking skills.
Strong communication, presentation, and influence skills.
Analytical and problem-solving abilities.
Data-driven decision-making capability.
Ability to work independently while collaborating effectively across teams.
Strong understanding of regulatory and compliance requirements.

Read the full bilingual original

A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Responsible for building, managing and growing a portfolio of mass affluent client relationships through holistic financial planning, investment advice, and proactive business development. The advisor partners closely with Private Wealth, branch, and referral teams to acquire, retain, and deepen relationships with mass affluent households ($100K to $1MM investable assets), with primary emphasis on clients under $500K.

This role serves clients with sophisticated but scalable advice needs, helping them achieve their financial goals through investment management, retirement planning, tax-efficient strategies, budgeting support, and select insurance solutions. Advisors are expected to drive asset growth through client referrals, client migration opportunities, and strategic relationship-building activities while delivering an exceptional client experience.

Key Accountabilities

Client Relationship Management

Build trusted, long-term relationships with mass affluent individuals and households.
Deliver personalized financial advice and investment guidance aligned to clients' objectives, risk tolerance, and life-stage needs.
Conduct comprehensive discovery and financial planning conversations covering retirement, wealth accumulation, cash flow management, and other client priorities.
Educate clients on investment strategies, portfolio construction, managed solutions, associated risks, and performance expectations.
Deliver a consistent and exceptional client experience through proactive service, regular reviews, and ongoing relationship management.
Retain and grow existing client relationships through effective advice and service delivery.

Business Development & Portfolio Growth

Develop and execute strategies to acquire new assets and deepen wallet share within assigned client portfolios.
Generate new business through client referrals, internal partnerships, and targeted business development activities.
Leverage firm-sponsored client migration programs to onboard and develop relationships with eligible clients.
Identify opportunities to consolidate off-book assets and strengthen overall client relationships.
Build and maintain relationships with internal referral partners across retail banking, Private Wealth, and other business units.
Support achievement of growth objectives related to assets under management, revenue, and client acquisition.

Investment Advice & Financial Planning

Develop and recommend investment strategies using managed solutions, ETFs, mutual funds, individual securities, and other approved wealth management solutions.
Provide holistic financial planning and advice, including retirement planning, tax-efficient investing, budgeting support, and select insurance solutions.
Monitor client portfolios and provide proactive recommendations based on changing market conditions and client circumstances.
Explain complex financial concepts in a clear and engaging manner.
Ensure recommendations are suitable, compliant, and aligned with regulatory requirements.

Collaboration & Partnership

Collaborate with branch, Private Wealth, and specialist partners to deliver integrated client solutions.
Identify opportunities to refer clients requiring specialized services such as Private Banking, advanced wealth planning, insurance, trusts, estate planning, or high-net-worth advisory solutions.
Work closely with sales leaders and support teams to improve advisor productivity and client outcomes.
Contribute to a culture of collaboration, client-centricity, and continuous improvement.

Risk & Compliance

Conduct all sales and service activities in accordance with regulatory requirements, firm policies, and industry standards.
Maintain accurate client records and documentation.
Protect the confidentiality of client and organizational information.
Escalate complex client situations and risk concerns as appropriate.
Adhere to all regulatory, compliance, and risk management requirements.

Success Measures

Client retention and satisfaction.
Financial planning activity and client engagement.
Referral generation and referral conversion.
Revenue growth and profitability.
Compliance and risk management outcomes.
Collaboration with internal partners.
Growth in assets under management.
New asset acquisition and asset consolidation.

Qualifications

Education & Experience

Typically 5-10 years of relevant investment advisory, wealth management, financial planning, or related experience.
Post-secondary education in business, finance, economics, or a related discipline, or equivalent combination of education and experience.
Experience managing and growing client relationships within the mass affluent or emerging affluent segment is preferred.
Proven track record of business development and relationship growth.

Licensing & Professional Designations

Canadian Securities Course (CSC).
Conduct and Practices Handbook (CPH).
Wealth Management Essentials (WME), or willingness to complete within a specified time frame.
Completion of all applicable continuing education requirements.
Professional Financial Planning (PFP), CFP, or willingness to obtain preferred.

Knowledge & Skills

Strong investment and wealth management expertise.
Financial planning and needs-based advisory skills.
Business development and client acquisition capabilities.
Relationship management and networking skills.
Strong communication, presentation, and influence skills.
Analytical and problem-solving abilities.
Data-driven decision-making capability.
Ability to work independently while collaborating effectively across teams.
Strong understanding of regulatory and compliance requirements.

Salaire:

$45 000,00 - $95 000,00

Type de rémunération :

Salaire et commission

Ce qui précède représente la fourchette et le type de rémunération de BMO Groupe financier.

Les salaires varieront en fonction de facteurs comme l’emplacement, les compétences, l’expérience, les études et les qualifications pour le poste et pourront inclure une structure de commissions. Les salaires pour les postes à temps partiel seront calculés au prorata du nombre d’heures travaillées régulièrement. Pour les rôles à commission, le salaire susmentionné représente la cible de BMO Groupe financier pour la première année au poste.

La rémunération totale offerte par BMO variera selon le type de rémunération associé au poste et peut comprendre des primes de rendement, des primes discrétionnaires ainsi que d’autres avantages et récompenses. BMO offre également une assurance santé, le remboursement des frais de scolarité, une assurance accident et une assurance vie, ainsi que des régimes d’épargne-retraite. Pour en savoir plus sur nos avantages sociaux, consultez le site: https://jobs.bmo.com/ca/fr/R%C3%A9mun%C3%A9ration-globale

À propos de nous

À BMO, nous sommes animés par une raison d’être commune : Avoir le cran de faire une différence dans la vie, comme en affaires. Cette raison d’être nous invite à entraîner des changements positifs et durables pour nos clients, nos collectivités et nos gens. En travaillant ensemble, en innovant et en repoussant les limites, nous transformons des vies et des entreprises et favorisons la croissance économique partout dans le monde.

En tant que membre de l'équipe de BMO, vous êtes valorisé, respecté et entendu, et vous avez plus de moyens pour progresser et obtenir des résultats. Nous nous efforçons de vous aider à obtenir des résultats dès le premier jour, pour vous-même et nos clients. Nous vous offrirons les outils et les ressources dont vous avez besoin pour franchir de nouvelles étapes, car vous aidez nos clients à franchir les leurs. Au moyen de formation et de coaching approfondis ainsi que de soutien de la direction et d'occasions de réseautage, nous vous aiderons à acquérir une expérience enrichissante et à élargir votre groupe de compétences.

Pour en savoir plus, visitez-nous à l'adresse https://jobs.bmo.com/ca/fr.

BMO s'engage à offrir un milieu de travail inclusif, équitable et accessible. Nous apprenons de nos différences et tirons notre force des gens et de leurs différents points de vue. Des mesures d’adaptation sont disponibles sur demande pour les candidats qui participent à tous les aspects du processus de sélection. Pour demander des mesures d’adaptation, veuillez communiquer avec votre recruteur.

Remarque aux recruteurs : BMO n’accepte pas les curriculum vitæ non sollicités provenant de toute source autre que le candidat directement. Tout curriculum vitæ non sollicité envoyé à BMO, directement ou indirectement, sera considéré comme la propriété de BMO. BMO ne paiera aucuns frais pour les placements découlant de la réception d’un curriculum vitæ non sollicité. Une agence de recrutement doit d’abord détenir une entente de service écrite valide et dûment signée avant d’envoyer des curriculum vitæ.

Apply About employer

More about this job

Responsibilities

Build and grow relationships with mass affluent clients by providing personalized investment advice, holistic financial planning, proactive service, and portfolio management. Acquire and consolidate client assets through referrals and internal partnerships while meeting growth objectives and adhering to regulatory and risk requirements.

Requirements

Typically requires 5–10 years of relevant investment advisory, wealth management, or financial planning experience, along with post-secondary education in business, finance, economics, or a related field, or equivalent experience. Candidates need Canadian Securities Course and Conduct and Practices Handbook credentials, with Wealth Management Essentials completed or pursued within the specified timeframe; PFP or CFP is preferred, as are strong advisory, business development, relationship management, and compliance skills.

Skills

Investment Advice
Financial Planning
Wealth Management
Business Development
Client Acquisition
Portfolio Growth
Retirement Planning
Tax-Efficient Investing
Risk Management
Regulatory Compliance
Communication
Presentation Skills
Analytical Problem-Solving
Referral Networking

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance Bonuses
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Mass Affluent Clients
Investment Advisory
Wealth Management
Financial Planning
Canadian Securities Course
Conduct and Practices Handbook
Wealth Management Essentials
Professional Financial Planning
Certified Financial Planner
Managed Solutions
Exchange-Traded Funds
Mutual Funds
Individual Securities
Retirement Planning
Tax-Efficient Investing
Cash Flow Management
Insurance Solutions
Assets Under Management
Client Referrals
Asset Consolidation
Portfolio Construction
Risk Tolerance
Regulatory Compliance
Business Development
Private Wealth
Private Banking
Estate Planning
Trusts
Client Retention

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