Application Deadline:
12/03/2026
Address:
100 King Street West
Job Family Group:
Wealth Sales & Service
This role is designed for experienced wealth professionals who aspire to build a successful Investment Advisor practice. A client-focused role, committed to managing and growing relationships with high-net-worth and ultra-high-net-worth clients through the delivery of personalized service and investment advice. Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience. Identifies and makes referrals to other business groups. Works collaboratively within BMO Nesbitt Burns, BMO partners and the community to build relationships and deliver the desired client experience.
Qualifications:
5+ years of experience in wealth management, financial planning, private banking, investment sales, or a related client-facing advisory role.
Current registration as Registered Representative (RR) or at minimum, Investment Representative (IR) with CIRO is required.
Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designation is an asset .
Experience working directly with investment clients and supporting portfolio management, financial planning, or wealth advisory activities.
Demonstrated ability to develop client relationships and identify opportunities to grow assets under administration and share of wallet.
Interest and aptitude for business development, networking, and building a future Investment Advisor practice.
The GTA Private Wealth region encompasses offices located in Downtown Toronto, Midtown Toronto, North York, Markham & Oakville. This role provides the opportunity to work alongside experienced Investment Advisors serving high-net-worth and ultra-high-net-worth clients across one of the largest and most diverse wealth markets in Canada.
Salary:
Pay Type:
Commission
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.
