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Added 8 hours ago
Investment Officer
Public Service Delivery
Winnipeg, MB
Must hold a Certified Financial Planner certification in good standing · Must have a satisfactory Criminal Record Search
Added 12 hours ago
GO
Investment Officer
Government of Manitoba
Winnipeg, MB
- Full-time
Must hold a Certified Financial Planner certification in good standing · Must have a satisfactory Criminal Record Search
Added 18 hours ago
B
Developing Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners.
Added 19 hours ago
BR
Certified Financial Planner
BJRC Recruiting
Toronto, ON
- Full-time
Toronto, ON | Full-time | Four days per week in-office at Yonge and St · Comfortable working in a fast-paced, collaborative environment and attending the Toronto office four days per week
Added 19 hours ago
SG
Directrice ou directeur, Planification financière et fiscalité
SFL Gestion de patrimoine – Partenaire de Desjardins
Montreal, QC
- Full-time
…will also be responsible for optimizing clients’ financial, tax, and estate planning situations while contributing to the growth of the financial…
Added 1 day ago
NB
CONSEILLER, STRATEGIE RETRAITE
National Bank of Canada
Mont-Royal, QC
- Full-time
Advise clients on sources of retirement income, withdrawal strategies, registered plans and related tax issues.
Added 3 days ago
Senior Total Wealth Planner - Edmonton, AB
Scotiabank
Edmonton, AB
Financial Planning is a key service provided to clients of Scotia Wealth Management. The Senior Total Wealth Planner is responsible to proactively provide comprehensive financial planning…
Added 3 days ago
RJ
Associate Advisor/Financial Planner
Raymond James
Waterloo, ON
- Full-time
Our practice is built on a personalized approach that integrates portfolio management, tax-efficient wealth strategies, retirement planning, estate considerations, and cross-border…
Added 3 days ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Generally, the WPC is lead planner for clients with $1 - $3 million in investable assets with ability to take on larger client portfolios up to $5 million, as required.
Added 3 days ago
CC
Financial Planner & Operations Manager
Cardinal Capital Management
Winnipeg, MB
- Full-time
The Financial Planner & Operations Manager plays a key role in making that happen. This person supports financial planning while owning the coordination and follow-through of client…
Added 4 days ago
C
Financial Planning Consultant
CIBC
Richmond, BC · Vancouver, BC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 4 days ago
VG
Wealth Management Advisor
Virtus Group, Chartered Professional Accountants & Business Advisors LLP
Regina, SK
- Full-time
…VPW brings wealth management together with the accounting and tax expertise Virtus Group clients already trust, helping them see the bigger picture and make confident decisions about their…
Added 4 days ago
C
Wealth Strategist-Bilingual
CIBC
Montreal, QC
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 4 days ago
CC
Financial Planner & Operations Manager
Cardinal Capital Management
Winnipeg, MB
- Full-time
The Financial Planner & Operations Manager plays a key role in making that happen. This person supports financial planning while owning the coordination and follow-through of client…
Added 4 days ago
C
Specialist, Production Planning, Scripted (English Services)
CBC/Radio-Canada
Toronto, ON
- Full-time
…reports, and audits, to monitor progress, flag risks to the Senior Planner, and keep internal and external stakeholders updated throughout all production…
Added 4 days ago
B
Wealth & Tax Planning Consultant, Private Wealth
BMO
Montreal, QC
- Full-time
…Private Investment Counsel Inc. to develop tailored financial and tax planning solutions that address the complex needs of high-net-worth and ultra-high-net-worth…
Added 4 days ago
R
Specialist, Production Planning, Scripted (English Services)
Radio-Canada
Toronto, ON
- Full-time
…reports, and audits, to monitor progress, flag risks to the Senior Planner, and keep internal and external stakeholders updated throughout all production…
Added 4 days ago
B
Wealth Planning Consultant, Private Wealth
BMO
Waterloo, ON · MARS
- Full-time
Generally, the WPC is lead planner for clients with $2 million plus in investable assets with ability to take on larger client portfolios, as required.
Added 5 days ago
NB
Retirement Strategy Advisor
National Bank of Canada
Vancouver, BC
- Full-time
Advise clients on sources of retirement income, withdrawal strategies, registered plans and related tax issues.
Added 5 days ago
EJ
Associate Analyst - Financial Planning
Edward Jones
Mississauga, ON
- $77,000 to $127,000 CAD / year
- Full-time
Knowledge of one or more financial planning disciplines, including retirement planning, estate planning, tax planning, risk management, asset management, business planning, or financial…
Added 6 days ago
IW
Advisor, IG Wealth Management, Corporate Channel - Sherbrooke
IG Wealth Management
Quebec, QC
- Full-time
…their financial life including their short and long-term goals, tax, retirement, risk management and estate…
Added 6 days ago
IW
Advisor, IG Wealth Management, Corporate Channel - Quebec City
IG Wealth Management
Quebec, QC
- Full-time
…their financial life including their short and long-term goals, tax, retirement, risk management and estate…
Added 7 days ago
NB
Senior Financial Planning Advisor
National Bank of Canada
Montreal, QC
- Full-time
a Senior Financial Planner within the Financial Planning Team at National
Added 7 days ago
S
Intermediate Environmental Planner
Stantec
Burnaby, BC
- Full-time
Added 7 days ago
S
Intermediate Environmental Planner
Stantec
Whitehorse, YT
- Full-time

BMO

Developing Investment Advisor, BMO Nesbitt Burns

Toronto, ON, Canada
FCP, Canada

Full-time

Apply on bmo.wd3.myworkdayjobs.com About employer

Applications open in a new tab.

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.

Apply on bmo.wd3.myworkdayjobs.com About employer

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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Work requirements

Jobs in Canada