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Added 6 mins ago
SH
experienced sale person in home care settings
Senior Helpers
Calgary, AB
- Full-time
Post-secondary education in business, marketing, healthcare, or a related field is preferred, or equivalent experience.
Added 6 mins ago
LM
Head of Digital Performance
Lacroix Médecine Privée
Quebec, QC
- Full-time
Passionate about digital marketing, data, and innovation, this individual leverages their expertise to develop high-performing strategies that generate a tangible impact on our business…
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IW
Communications Student (Summer 2027)
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Saint John, NB
- Full-time
Work closely with the Woodlands Brand Lead to ensure content aligns with brand standards and communications objectives
Added 6 mins ago
UH
Senior Communications Advisor
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Toronto, ON
- Full-time
A degree or diploma in a related field (Communications, Marketing, Public Relations)
Added 6 mins ago
CM
Director, Fleet Electrification Infrastructure
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Vancouver, BC · Greater Vancouver, BC
- $133,680 to $200,520 CAD / year
- Full-time
In collaboration with Strategic Sourcing & Contract Management, Legal, and other stakeholders, acts as the CMBC lead in regard to the development of EVSE-related contract documents for…
Added 6 mins ago
L
Senior Copywriter
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- Full-time
Lead with courage, knowing the possibility of greatness is bigger than the fear of failure.
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PC
Practice Lead, Natural Sciences & Forestry
PRI Consultants
Calgary, AB
- Full-time
PRI is seeking an experienced Practice Lead to provide technical leadership for our combined Natural Sciences & Forestry practice. This is a senior leadership role for a seasoned…
Added 6 mins ago
T
Senior Demand Generation & Lifecycle Marketing Specialist
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Remote, Canada
- Remote
Own lead nurturing in HubSpot, designing segmented, behavior-based nurture journeys and re-engagement programs that move leads to sales-ready.
Added 6 mins ago
UO
Intermediate Specialist, Partnerships and Community Engagement
University of Ottawa
Ottawa, ON · University Centre
- Full-time
…experiences are available to undergraduate and graduate students. Lead the development and coordination of collaborative project-based placements…
Added 6 mins ago
Sales Representative - Uniform
Cintas
Montreal, QC
Bachelor’s Degree (or equivalent) in Business, Marketing, Communications, or a related field
Added 6 mins ago
S
Customer Success Manager
SAS
Canada
- Other
Lead or assist with gathering CSM requirements for new and ongoing projects and/or requests for supporting systems or artifacts. Documents Customer Success Plan with customer and sales.…
Added 20 mins ago
W
Manager, Inbound Account Executives
WellnessLiving
Vaughan, ON
- Full-time
Working closely with Marketing, Revenue Operations, and the BDR team, you will help improve lead quality, sales processes, and handoffs while ensuring inbound demand is converted into…
Added 20 mins ago
FC
Program Lead, Enterprise CRM (Higher Education)
Fanshawe College
London, ON
- Full-time
The Program Lead, Enterprise CRM acts as a strategic liaison between Information Technology and key stakeholders across recruitment, admissions, enrolment services, student services,…
Added 35 mins ago
BC
Marketing Specialist
BK CONSULTING GABON
Canada
- Full-time
Support lead generation and customer acquisition initiatives through targeted marketing strategies.
Added 35 mins ago
AE
Superintendent, Community Relations and Communications
Agnico Eagle Mines Limited
NU · Nunavut, Canada
- Full-time
Where required, lead the deployment of the strategy and programs for new initiatives and existing partnerships and do so by ensuring alignment with AEM-Nunavut business plan and Sustainable…
Added 35 mins ago
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Research Assistant - Public Engagement
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
Participate in the planning and coordination of in-person Network events, taking the lead in advocating for and ensuring the needs and perspectives of public partners and people with…
Added 35 mins ago
AE
Manager, Public Affairs
Agnico Eagle Mines Limited
NU · Nunavut, Canada
- Full-time
…collaborate with other departments of the division. You will lead the organization’s Social Responsibility priorities across Nunavut operations. Your role is responsible for developing and…
Added 35 mins ago
N(
Global Engagement and Mobility Assistant
NAIT (Northern Alberta Institute of Technology)
AB · Edmonton, AB
- Full-time
…programming. Reporting to the Global Engagement and Mobility Lead, this position provides administrative, logistical, promotional, and student service support for outbound and inbound…
Added 35 mins ago
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Regional Marketing Manager- Edmonton Store Support Centre Office
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AB · Edmonton, AB
- Other
…brands across our 60+ stores from coast-to-coast. Our National Marketing team partners with our dealerships to drive real business…
Added 35 mins ago
AE
Specialist, Talent Acquisition (temp. 15 months)
Agnico Eagle Mines Limited
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- Full-time
…services (geology, engineering, metallurgy, infrastructure, marketing, innovation, and digital…
Added 35 mins ago
WE
Digital Marketing Co Op Student
WildPlay Element Parks
Victoria, BC
- Full-time
Reports To: Marketing Lead, WildPlay Park Services (Headquarters location)
Added 35 mins ago
RP
Marketing Specialist
Roylo Partners
Toronto, ON
- Full-time
Good marketing starts with understanding what captures people's attention and finding effective ways to communicate with them. We're looking for a Marketing Specialist in Toronto to support…
Added 35 mins 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 35 mins ago
U
Sales Manager, Field Sales
UNFI
Richmond, BC
- $90,200 to $142,200 CAD / year
- Full-time
Responsible for the planning, development, and implementation of effective Company sales and marketing programs for the assigned Sales Area.
Added 35 mins ago
B
Developing Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
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…

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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