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Added 1 day ago
H
IT Project Manager
HrBrain
Featured · Posted directly by employer
Waterloo, ON
- $70 CAD / hour
- Contract
Support the end-to-end technology delivery of the MPW Replatform project, translating project priorities into executable plans, milestones, dependencies, and measurable outcomes.
Added 4 mins ago
TU
Senior Student Support Specialist
The University of British Columbia
Vancouver, BC
- Full-time
…Specialists, maintains training materials, and coordinates delivery of onboarding and training, based on priorities identified by…
Added 4 mins ago
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Financial Governance, Audit & Internal Controls Analyst, Winter 2027 (Co-op/Internship) - 4 Months
BMO
Toronto, ON
- Full-time
…reporting, assessment of education & training needs, development/delivery of training, development and execution of regulatory administration processes & procedures, management of…
Added 4 mins ago
FC
Program Lead, Enterprise CRM (Higher Education)
Fanshawe College
London, ON
- Full-time
…mapping, stakeholder engagement, program coordination, and delivery support for Fanshawe College’s CRM Program. This role will work in parallel to the Enterprise CRM and DRM Systems…
Added 4 mins ago
CC
Retail Shift Leader
Canna Cabana
Ancaster, ON
- $20.4 to $21.6 CAD / hour
- Part-time
Oversee the responsibilities of the Store Manager in the absence of SM or ASM
Added 4 mins ago
TC
Finance Manager
Tlicho Community Builders Ltd.
Yellowknife, NT
- Full-time
Reporting to the Chief Financial Officer, the Finance Manager is responsible for the effective delivery of day-to-day financial management and accounting functions across TIC and its…
Added 4 mins ago
Sr. Technical Program Manager
PlayStation Global
Waterloo, ON
Sony Interactive Entertainment is seeking a Senior Technical Program Manager on a contract basis to support engineering teams in Foundational Systems and Experiences Engineering (FSEE).
Added 4 mins ago
Body Shop Advisor (Go Honda)
Go Auto
AB · Edmonton, Alberta
Manage vehicle check-in and check-out. Ensure paperwork is organized and ready for arrival and delivery.
Added 19 mins ago
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Administrative Assistant (6:30am-3pm)
Veolia | North America
AB · Edmonton, AB
- Full-time
…ensuring seamless execution from initial order entry through final delivery. This role acts as a critical liaison between customers, production teams, and internal stakeholders to…
Added 19 mins ago
CO
Human Resources Generalist
City of Saint John
Saint John, NB
- Full-time
…responsibilities within the team to ensure timely and consistent delivery of Human Resources…
Added 19 mins ago
TP
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…
Added 19 mins ago
T(
Parts Technician
TEN (Transportation Equipment Network)
Montreal, QC
- Full-time
Added 19 mins ago
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Project Manager
Weatherhaven
Brockville, ON
- Full-time
Weatherhaven is seeking an experienced, technically capable and delivery-focused Project Manager to oversee a portfolio of engineering and manufacturing projects for military, government…
Added 19 mins ago
CF
Technical Product Manager
Centre for Effective Practice
Toronto, ON
- Full-time
CEP is seeking an experienced Technical Product Manager to provide technical leadership across its digital health initiatives. Working at the intersection of evidence-informed care,…
Added 19 mins ago
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Product Analyst, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
The Analyst supports the delivery and continuous enhancement of products and capabilities within Global Capital Markets. Working under the direction of an Associate Product Manager, the…
Added 19 mins ago
R&
Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
As a Senior Delivery Manager, you are the senior delivery authority on a cross-functional engagement: owning execution from kickoff through release, leading distributed onshore-and-offshore…
Added 19 mins ago
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Administrative Assistant (6:30am-3pm)
Veolia | Water Tech
AB · Edmonton, AB
- Full-time
…ensuring seamless execution from initial order entry through final delivery. This role acts as a critical liaison between customers, production teams, and internal stakeholders to…
Added 19 mins ago
S
Produce - Clerk Produce
Sobeys
Mount Pearl, NL
- Full-time
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 19 mins ago
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Manager, Bridges and Structures- BC
CN
Kamloops, BC
- Full-time
…company union forces or outside contractors. In addition, the Manager is responsible for ensuring safety and enforcement of rules, managing tight operating and capital budgets, planning…
Added 19 mins ago
A
Gestionnaire principal(e) de projets
ABB
Montreal, QC
- Full-time
The Senior Project Manager leads the execution of complex mining electrification projects, ensuring delivery in line with scope, schedule, budget, and quality requirements. Working closely…
Added 19 mins ago
TC
Parts Technician
TEN Canada
Montreal, QC
- Full-time
Added 19 mins ago
DI
Research Supply Manager
Dig Insights
Toronto, ON · Greater Toronto Area, Canada
- Full-time
The Research Supply Manager runs the sourcing of external sample and fieldwork for Dig’s projects, and is accountable for the cost and margin outcome of those decisions on each project. The…
Added 19 mins ago
S
Deli - Manager Deli 6 MO Contract
Sobeys
Toronto, ON · Greater Toronto Area, Canada
- Contract
What began as a meat delivery business in Stellarton, Nova Scotia has grown to over 128,000 teammates at corporate-owned and franchised store locations. Sobeys Capital Incorporated and its…
Added 19 mins ago
S-
Associate Product Manager, Global Capital Markets (GCM) Transformation - Toronto, ON
Scotiabank - Global Banking and Markets
Toronto, ON
- Full-time
The Associate Product Manager supports the delivery and continuous enhancement of products and capabilities within Global Capital Markets. Working under the direction of a Product Manager,…
Added 19 mins ago
GE
Project Manager AI
Global ERP Solutions
Toronto, ON
- Full-time
We are seeking a results-driven and highly organized AI Project Manager to lead the planning, coordination, and successful delivery of AI-powered projects and solutions.
Added 19 mins ago
Z
Tax, Accounting and Business Advisory Manager
Zeifmans
Toronto, ON · North York, ON
- Full-time
We are currently looking for a Tax, Accounting and Business Advisory Manager. The ideal candidate would be a well-rounded tax and accounting professional who combines strong technical…

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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