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Added 6 mins ago
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Manager, Inbound Account Executives
WellnessLiving
Vaughan, ON
- Full-time
We are looking for a hands-on, results-driven Manager for our Inbound Account Executives to lead and develop our Account Executive team. In this role, you will be responsible for driving…
Added 6 mins ago
Project Coordinator
ASSA ABLOY
Mississauga, ON
Work closely with project managers, operations teams, sales team, and contractors to ensure smooth communication and task execution.
Added 6 mins ago
CC
Retail Shift Leader
Canna Cabana
Ancaster, ON
- $20.4 to $21.6 CAD / hour
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 6 mins ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Milton, ON
- $25 to $32 CAD / hour
- Full-time
…we're looking for experienced, positive, outgoing, fitness and sales-minded professionals to join our team as a Senior Membership Sales…
Added 6 mins ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Waterloo, ON
- $25 to $32 CAD / hour
- Full-time
…we're looking for experienced, positive, outgoing, fitness and sales-minded professionals to join our team as a Senior Membership Sales…
Added 6 mins ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Oakville, ON
- $25 to $32 CAD / hour
- Full-time
…we're looking for experienced, positive, outgoing, fitness and sales-minded professionals to join our team as a Senior Membership Sales…
Added 21 mins ago
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Administrative Assistant (6:30am-3pm)
Veolia | North America
AB · Edmonton, AB
- Full-time
…effectively across multiple departments (production, planning, sales) to ensure seamless order management from entry to delivery while balancing competing…
Added 21 mins ago
VM
Store Manager – Rowe Farms Bloor West Village
VG Meats
Toronto, ON
- Full-time
Run the store end to end: sales, budget, labour, shrink, and the store's results
Added 21 mins ago
BC
Marketing Specialist
BK CONSULTING GABON
Canada
- Full-time
Collaborate with design, sales, product, and external partners to ensure effective campaign execution.
Added 21 mins ago
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Senior Delivery Manager
Robots & Pencils
Canada
- Full-time
Lead end-to-end delivery of complex, multi-phase engagements, ensuring alignment across scope, budget, timeline, and quality to meet delivery commitments and achieve successful outcomes
Added 21 mins ago
MS
GTM Strategy and Operations Manager
Mitek Systems
Canada
- Full-time
Build reliable reporting for pipeline coverage, stage conversion, win rate, deal size, sales cycle, slippage, forecast accuracy, retention, renewal risk and partner contribution
Added 21 mins ago
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Administrative Assistant (6:30am-3pm)
Veolia | Water Tech
AB · Edmonton, AB
- Full-time
…effectively across multiple departments (production, planning, sales) to ensure seamless order management from entry to delivery while balancing competing…
Added 21 mins ago
S
Deli - Manager Deli 6 MO Contract
Sobeys
Toronto, ON · Greater Toronto Area, Canada
- Contract
…fiscally responsible operation of the department. The Manager will lead and manage staff to achieve the highest level of customer service, while adhering to all Food Safety Protocols,…
Added 21 mins ago
OC
Superviseur(e), services à la clientèle et opérations / Client Services and Operations Supervisor
Ossiano Capital
Montreal, QC
- Full-time
As Client Services and Operations Supervisor, you will lead the team responsible for this work. You will oversee daily priorities and team performance, develop and implement procedures,…
Added 21 mins ago
TT
Commercial Finance Business Partner
Tundra Technical Solutions
Toronto, ON
- $100,000 to $150,000 CAD / year
- Full-time
Reporting to the Chief Financial Officer, the Commercial Finance Business Partner will establish and lead a centralized Pricing Desk within Finance to improve pricing consistency, manage…
Added 22 mins ago
PL
Assistant Manager - Vino Volo Restaurant Toronto Pearson Airport
Paradies Lagardère
Mississauga, ON
- Full-time
Lead and motivate a team to elevate customer experiences in our vibrant airport venue.
Added 22 mins ago
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Seasonal Guest Experience Lead | Halifax Shopping Centre
lululemon
Halifax, NS
- Full-time
The Guest Experience Lead is responsible for ensuring all guests (i.e., customers) receive a quality in-store experience. They do this by overseeing or providing technical product education…
Added 22 mins ago
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Sales Manager, Field Sales
UNFI
Richmond, BC
- $90,200 to $142,200 CAD / year
- Full-time
This position leads a team of Field Sales Representatives (Inside and Outside) with sales responsibility for taking and upselling store level orders at UNFI Canada’s DSD customers in all…
Added 22 mins ago
HR
Purchasing Manager
Horizon Recruitment Inc
Vancouver, BC · Greater Vancouver Metropolitan Area
- $120,000 to $130,000 CAD / year
- Full-time
The Purchasing Manager will lead a small purchasing team and take ownership of day-to-day activities. The focus is on building stronger supplier accountability, using data to make better…
Added 22 mins ago
NP
Customer Service Representative
NFI Parts Inc
Winnipeg, MB
- Full-time
Reconcile all sales order discrepancies with customer such as price discrepancy, incorrect quantity, lead time, etc
Added 22 mins ago
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In Store Bakery - Certified Baker TF - Midnight start time
Sobeys
White Rock, BC
- Full-time
Lead, train, and support bakery team members to deliver outstanding customer service and maintain a positive, engaging work environment.
Added 22 mins ago
BA
General Manager (Langley)
Boyd Autobody & Glass
Surrey, BC
- Full-time
…in collision and glass services. As we continue to grow and lead the industry, we ensure you have the resources and the team behind you to move your career…
Added 22 mins ago
CT
Product Engineering Analyst (12- Month Contract)
Canadian Tire Corporation
Toronto, ON · Retail City
- Full-time
…maintain alignment to Canadian Tire quality requirements. They lead failure investigations and corrective action processes (CAPA), incorporating customer feedback, returns, and after-sales…
Added 22 mins ago
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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…
Added 22 mins ago
Product Advisor - Jim Pattison Subaru Northshore
The Jim Pattison Auto Group
North Vancouver, BC
Jim Pattison Subaru Northshore is seeking an energetic, driven, tech savvy, and personable individual to join our sales team as a Product Advisor. If you strive to achieve excellence in…

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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