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Added 6 mins ago
D
Product Owner, Product management
Desjardins
Montreal, QC
- Full-time
…a variety of fields of expertise. You will serve as expert advisor and subject matter expert, as well as a resource person and coach for senior management and decision-making bodies. More…
Added 1 hour ago
D
Product Owner, Product management
Desjardins
Montreal, QC
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 1 hour ago
D
Product Owner, Product management
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
- Full-time
…experts in a variety of fields. You will serve as a specialized advisor and subject matter expert in your field, and act as a contact and coach for decision makers. More specifically, you…
Added 1 hour ago
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Information Privacy Advisor
Sanya’k̓ula
Vancouver, BC
- Full-time
Added 1 hour ago
AC
Senior Claims Advisor ADR, Accident Benefits
Allstate Canada
Canada
- Full-time
Our team is growing, and we are actively looking to hire a Senior Claim Advisor ADR, Accident Benefits to join our Ontario team! Reporting to the Manager Casualty Claims Complex AB, you…
Added 1 hour ago
TP
Financial Services Officer (Banking)
The Police Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
We are looking for a Financial Services Officer - an advisor specializing in personal loans and mortgages, to fill an in-person full-time position at our Toronto Branch (Monday - Friday,…
Added 2 hours ago
Z
Tax, Accounting and Business Advisory Manager
Zeifmans
Toronto, ON · North York, ON
- Full-time
As a trusted advisor and relationship manager, this candidate would lead a high-performing team, build strong client relationships and become a valued resource whom clients seek out when…
Added 2 hours ago
R
Senior Advisor, Operations & Planning (Office of the VP) (People & Culture)
Radio-Canada
Ottawa, ON
- Full-time
The Senior Advisor, Component Operations & Planning serves as the senior strategic advisor to the Vice President (VP) of People & Culture (P&C). Operating at the nexus of strategy and daily…
Added 2 hours ago
UO
Analyst, Finance Services
University of Calgary
Calgary, AB
- Full-time
Reporting to the Manager, Finance Services, the Analyst, Finance Services plays an important role in the delivery of finance support to the faculties/units. The incumbent is responsible for…
Added 2 hours ago
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Developing Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
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…
Added 2 hours ago
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Life and Health Advisor
AMA - Alberta Motor Association
AB · Calgary, AB · Edmonton Kingsway Centre
- Full-time
Added 2 hours ago
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Sr. Director, Sales
d1g1t
Toronto, ON
- Full-time
…opportunity to develop and execute strategies that transform the…
Added 3 hours ago
GC
Vice President, Finance & CFO
GrandBridge Corporation
Cambridge, ON
- Full-time
As the Vice President, Finance & Chief Financial Officer (CFO), you will be a key member of the Executive Leadership team, reporting directly to the President & CEO. You will provide…
Added 3 hours ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Edmonton, AB
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 3 hours ago
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Senior Manager, Insurance Finance
BMO
Toronto, ON · YNG
- Full-time
Senior Manager, Insurance Finance, is a high-impact leadership opportunity for a CPA-designated finance professional with strong controllership experience and a proven ability to develop…
Added 3 hours ago
CC
Executive Director - Cecilia Concerts Society
Cecilia Concerts
Halifax, NS
- Full-time
Acts as a professional advisor to the Board of Director on all aspects of the organization's activities;
Added 3 hours ago
BEC Bilingual Administrative Assistant
EY
Toronto, ON · Montreal, QC
The Business Enablement Centre (BEC) bilingual Administrative Assistant is a trusted advisor to our client-serving Managers and Senior Managers across Canada. You are a driven…
Added 4 hours ago
UO
Finance Service Partner
University of Alberta
Edmonton, AB
- Full-time
As a Finance Partner, you will act as a strategic professional advisor to the dean, faculty general manager, or other senior leaders such as Associate Vice President within your portfolio.…
Added 4 hours ago
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Investigations advisor
Desjardins
Montreal, QC · Levis, QC
- Full-time
As an investigations advisor, you help apply tactics, techniques and procedures for investigations, inquiries, liaisons and information to a wide range of administrative and security…
Added 4 hours ago
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Principal Advisor
Fenergo
Toronto, ON
- Full-time
The Principal Advisor role is a leadership role that requires an expert-level knowledge of domain, product and delivery methodology to guide and successfully implement Fenergo's product…
Added 4 hours ago
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Principal Advisor
Fenergo
Remote, Canada
- Remote
The Principal Advisor role is a leadership role that requires an expert-level knowledge of domain, product and delivery methodology to guide and successfully implement Fenergo’s product…
Added 5 hours ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
…with organizational priorities. Working closely with Sales, Finance, and People teams, the Manager, Sales Compensation will develop scalable processes, provide compensation analytics and…
Added 5 hours ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
…partners in closing outstanding items in accordance with existing policy and…
Added 5 hours ago
Associate VP
DEPT®
Toronto, ON
Partner and trusted advisor to senior clients. Client relies on the AVP, Client Partner to know all elements of their business, competition, and category to represent the client’s opinions…
Added 7 hours ago
UO
Director, Child Care Services
University of Victoria
Victoria, BC
- Full-time
This role will serve as a key advisor to the Senior Director, Campus Engagement acting as their representative when required and acting as Senior Director in the incumbent's absence.

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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