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Added 23 mins ago
V
Customer Service Advisor
VMCH
Mulgrave, NS
- Full-time
As a Customer Service Advisor, you’ll be one of the first points of contact for VMCH, supporting current and prospective customers across aged care, disability services and retirement…
Added 23 mins ago
Priority Issues Coordinator
Government of Alberta
AB
The Alberta Public Service works to build a stronger province for current and future generations. We make a difference in the lives of Albertans through rewarding and diverse career…
Added 1 hour ago
BC
Moncler Team Lead - Yorkdale Shopping Centre, Toronto
BoF Careers
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…reputation for excellence, innovation, and customer-centric service. We pride ourselves on maintaining our market-leading position by delivering a brand experience that combines tradition…
Added 2 hours ago
DG
Culinary Operations Supervisor
Dexterra Group
Surrey, BC
- Full-time
Participate in client meetings where required and presentations related to culinary performance, food quality concerns, menu enhancements, and service improvements.
Added 2 hours ago
D
Senior Advisor, Business strategies
Desjardins
Montreal, QC · Quebec, QC · Complexe Desjardins Montréal
- Full-time
As a senior business strategy advisor, you help develop plans and business intelligence; monitor business plans and performance; set targets; identify opportunities to improve service…
Added 2 hours ago
D
Associate Wealth Management Advisor
Desjardins
Montreal, QC
- Full-time
As a Associate Wealth Management Advisor, you help serve, prospect for, solicit, and develop and maintain business relationships with members and clients. You help sell securities products…
Added 2 hours ago
Government Services - Senior Manager of IT
Cree Nation Government
QC · Jamésie, QC
Establish and lead the IT mandate, strategic plan, enterprise technology roadmaps, project portfolio and service priorities in alignment with Cree Nation Government objectives.
Added 3 hours ago
CA
Parts Advisor
Centennial Auto Group
Charlottetown, PE
- Full-time
…computers and numbers, take pride in providing excellent customer service, and can manage inventory, coordinate parts orders, and keep the department running…
Added 4 hours ago
CA
Motorsports Service Advisor
Centennial Auto Group
Charlottetown, PE
- Full-time
You are a customer-focused and highly organized service professional with strong communication, problem-solving, and administrative skills. You are comfortable assisting clients in person,…
Added 4 hours ago
CA
Motorsports Service Advisor
Centennial Auto Group
Summerside, PE
- Full-time
You are a customer-focused and highly organized service professional with strong communication, problem-solving, and administrative skills. You are comfortable assisting clients in person,…
Added 4 hours ago
KS
Temporary Associate
kate spade new york
Vancouver, BC · Ksny Pacific Centre
- Part-time
The Stylist will serve as a trusted and knowledgeable advisor who assists customers in selecting products that suit their aesthetic and lifestyle. They will work with the customer to…
Added 5 hours ago
AC
Co-op Accountant, Assurance and Accounting (May 2027)
ACCA Careers
Orangeville, ON
- Temporary
…evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information that enables clients to make informed decisions with…
Added 5 hours ago
H
Brand Advisor - Calgary
Headkount
Calgary, AB
- $25 to $29 CAD / hour
- Part-time
As a Headkount Brand Advisor, you’ll be responsible for building lasting relationships with stores, brands, and retail employees to increase productivity & sales.
Added 5 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 5 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 5 hours ago
QR
Sales Representative - Industrial
Quincaillerie Richelieu
Rocky View No 44, AB · Rocky View County, Ouest du Canada
- Full-time
…extensive range of hardware products. You will act as a trusted advisor to customers, understanding their needs and delivering solutions that support their business success while driving…
Added 5 hours ago
Human Resources Strategic Business Advisor
University of Saskatchewan
Saskatoon, SK
Our Human Resources Strategic Business Advisor (SBA) group is part
Added 5 hours ago
NM
Agriculture Equipment Technician
Nelson Motors and Equipment
Radville, SK
- Full-time
Computer skills required, Service Advisor and/or Service Center an asset.
Added 5 hours ago
NM
Shop Foreperson
Nelson Motors and Equipment
Avonlea, SK
- Full-time
Experience servicing John Deere equipment and using Service Advisor software preferred.
Added 5 hours ago
FO
Senior Director, Enterprise Technology Services
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
…aligned with organizational priorities, enabling effective service delivery, informed decision-making, operational excellence, and sustainable growth. As a trusted advisor and strategic…
Added 5 hours ago
FO
Data Advisor
Federation of Canadian Municipalities
Ottawa, ON · Hybrid - Ottawa
- Full-time
The Data Advisor will be part of a small and effective cross-sectoral team within Green Municipal Fund (GMF) Programs. Our team provides support in the areas of program design, program…
Added 6 hours ago
D
Culinary Operations Supervisor
Dexterra
Surrey, BC
- Up to $70,000 CAD / year
- Full-time
· Participate in client meetings where required and presentations related to culinary performance, food quality concerns, menu enhancements, and service improvements.
Added 8 hours ago
L
Financial Advisor
Leadervest
Courtenay, BC
- Full-time
A well-established and growing financial services firm is seeking an experienced Financial Advisor to join its team.
Added 11 hours ago
NB
Banking Advisor
National Bank of Canada
Bathurst, NB
- Full-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 11 hours ago
NB
Wealth Associate
National Bank of Canada
Quebec, QC
- Full-time
…wealth advisors to stand out by offering exceptional customer service that will have a positive, long-term impact on our…

BMO Groupe financier

Conseiller(ère), Centre d’investissement

Fredericton, 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 should have CSC and CPH credentials, WME or willingness to complete it, strong advisory and business development skills, and preferably PFP or CFP certification or willingness to obtain it.

Skills

Investment Advice
Financial Planning
Business Development
Client Acquisition
Portfolio Growth
Retirement Planning
Tax-Efficient Investing
Investment Management
Risk Management
Regulatory Compliance
Communication
Presentation Skills
Analytical Skills
Problem-Solving
Data-Driven Decision-Making

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

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