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Manager, Inbound Account Executives
WellnessLiving
Vaughan, ON
- Full-time
At WellnessLiving, we empower health and wellness business owners to turn their passion into thriving businesses. Our mission-critical software supports thousands of entrepreneurs and…
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Financial Governance, Audit & Internal Controls Analyst, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON
- Full-time
…methods governance is implemented, managed, and monitored in the business/group. The governance framework includes policies, guidelines and provides programs, practices and measures to…
Added 1 min ago
FC
Program Lead, Enterprise CRM (Higher Education)
Fanshawe College
London, ON
- Full-time
…Solutions, the Program Lead, Enterprise CRM (Higher Education) leads business analysis, process mapping, journey mapping, stakeholder engagement, program coordination, and delivery support…
Added 1 min ago
Test & Commissioning Leader 1
Alstom
Whitby, ON
…standards. Day-to-day, you’ll work closely with teams across the business (such as Engineering, Verification & Validation, and Project Commissioning), organize testing and commissioning…
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Total Rewards Analyst
Winpak
Winnipeg, MB
- Full-time
…Resources team based in Winnipeg, Manitoba. Reporting to the Manager, Total Rewards, you will turn complex workforce data into clear insights that support compensation, benefits,…
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Market Risk Analyst (5382)
TD
Toronto, ON
- Full-time
…opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been…
Added 1 min ago
TC
Finance Manager
Tlicho Community Builders Ltd.
Yellowknife, NT
- Full-time
The Finance Manager will also work closely with the CFO in the development of financial processes, controls, reporting, and business analysis, with the opportunity to progressively assume…
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Manager, Canadian Insurance Tax
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
The Manager, Canadian Insurance Tax plays a key role in supporting the Canadian tax reporting and compliance obligations of our Canadian insurance companies, with a primary focus on the…
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WT
Mortgage Broker (Independent Contractor)
Wealthsimple Technologies
Remote, Canada
- Contract
- Remote
Reporting to Wealthsimple’s Manager, Mortgage Compliance,, the selected mortgage broker will be responsible for connecting clients with mortgage solutions and driving business growth. No…
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Credit Risk Analyst
Relay
Remote, Canada
- Full-time
- Remote
Relay is a digital banking platform that gives self-made business owners the tools and know-how to be great with money - bringing clarity, confidence, and control to every dollar earned, so…
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Body Shop Advisor (Go Honda)
Go Auto
AB · Edmonton, Alberta
Complete month-end checklist, audits, and close-out within 2 working days of month-end. Follow up weekly on aged AR, record collection efforts, and flag potential write-offs to Manager.
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Associate Technology Leadership Advancement Program - Summer 2027
CIBC
Toronto, ON
- Full-time
…of the bank. This includes technology teams that align with business units like capital markets, wealth management, personal and business banking; teams that are responsible for our…
Added 16 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…trusted resource for administration, benefits, learning and development, administration, onboarding, offboarding, Human Resources operations, policy application, employee experience and…
Added 16 mins ago
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Analyst, Terminal Services and Standards (Term Opportunity - One Year)
Toronto Pearson International Airport
Toronto, ON
- Temporary
Reporting to the Manager, Terminal Services and Standards, this position is responsible for but not limited to the new development and delivery of SOPs, guidance to the TOs and various…
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Regional Maintenance Manager
TEN (Transportation Equipment Network)
Montreal, QC
- Full-time
As the Regional Maintenance Manager, you will partner closely with Service Managers to enhance profitability across all maintenance ca
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Marketing Specialist
BK CONSULTING GABON
Canada
- Full-time
…initiatives that drive brand awareness, customer engagement, and business growth. This role is responsible for managing campaigns, analyzing market trends, and supporting strategic…
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AE
Superintendent, Community Relations and Communications
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NU · Nunavut, Canada
- Full-time
Reporting to the Manager, Public Affairs, you will perform your duties as a member of the Community Relations department and collaborate with other departments of the division. As the…
Added 16 mins ago
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Operations Analyst - Entry to Mid Level
Sustainability consulting
Canada
- Full-time
Career progression into Senior Operations Analyst, Business Analyst, Operations Manager, Strategy Analyst, or Process Improvement roles.
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Research Farm Intern
Nufarm
Saskatoon, SK
- Volunteer
We are currently seeking two (2) Research Farm Interns for the Development Biology Team. The intern role will assist the Station manager with all crop protection, and agronomy research as…
Added 16 mins ago
IC
Junior Data Analys
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Exposure to business intelligence, dashboard development, and data visualization tools.
Added 16 mins ago
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Test Analyst
BK CONSULTING GABON
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- Full-time
…executing test cases, identifying defects, and collaborating with development teams to deliver high-quality software…
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ACCESS ALS Program Development Manager
RI-MUHC | Research Institute of the MUHC | #rimuhc
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In partnership with program leadership, develops and promotes the program's trial activation services to industry sponsors and CROs, supporting business development;
Added 16 mins ago
AE
Manager, Public Affairs
Agnico Eagle Mines Limited
NU · Nunavut, Canada
- Full-time
…perspectives that may influence operational, community, and business decisions. Through proactive engagement and effective relationship management, you will support the integration of…
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Stockpile and Ship loading Superintendent
Baffinland
Pond Inlet, NU
- Full-time
Reporting to the Manager of Crushing and Transportation, the Stockpiling and Shiploading Superintendent is accountable for the safe and efficient operation of stockpiling iron ore at Milne…
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Product Analyst, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
…Markets. Working under the direction of an Associate Product Manager, the role contributes to product development through analysis, requirements gathering, documentation, stakeholder…

BMO

Developing Investment Advisor, BMO Nesbitt Burns

Toronto, ON, Canada
FCP, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 4, 2026
Experience: 5+ years of experience in wealth management, financial planning, private banking, investment sales, or a related client-facing advisory role.
Posting language: English
Posted: Nov 9, 2026

Original job description

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.

Partners with experienced Investment Advisor(s) to build and nurture relationships with COIs and business partners, gaining exposure to business development and client acquisition strategies.
Supports client growth objectives set by team/lead advisor by proactively engaging in sales, business development and marketing activities including, but not limited to, telephone prospecting, community, networking, seminars, campaigns.
Prepare and executes on client portfolio reviews as directed by the lead advisor including meeting preparation, report generation, client communication and conducting investment research or generating proposals as appropriate.
Provides advise to clients. Contacts clients to explain and executes investment concepts, wealth plans, and supports the recommendation and delivery of other wealth management offerings to clients as directed by the lead advisor(s).
Escalates complex or unresolved client situations and complaints.
Executes work to deliver timely, accurate, and efficient service.
Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives.
Prepares financial plans for clients to meet common financial goals, e.g., retirement.
Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.
Collaborates with internal and external stakeholders to deliver on business objectives.
Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.
Assists in creating new investment portfolios and identifies changes to be made.
Assesses fees, determines overall household fees and coordinates with internal partners as applicable.
Manages the efficient and effective running of the support office; trains new team members and branch support staff.
Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement).
Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.
Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
Supports the development and execution of the business strategy and business planning activities.
Fulfills client sales and service activities in compliance with regulatory requirements.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

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.

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More about this job

Responsibilities

The role involves managing and growing relationships with high-net-worth clients by providing personalized investment advice and financial planning. The advisor will also collaborate with internal partners to execute business development strategies and ensure compliance with regulatory requirements.

Requirements

Candidates must have at least 5 years of experience in wealth management or a related advisory role and hold a current CIRO registration as an RR or IR. A CFP or CIM designation is considered an asset for this position.

Skills

Wealth management
Financial planning
Investment advice
Business development
Portfolio management
Sales
Networking
Investment research
Financial analysis
Risk management
Data visualization
Client acquisition
Tax efficiency
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Wealth management
Investment advisor
Financial planning
Private banking
CIRO
Registered representative
CFP
CIM
High-net-worth
Portfolio construction
Business development
Client acquisition
Risk management framework
Data governance
Financial goals
Tax efficiency
Wealth plans
Investment strategies
Relationship management
Sales performance

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