Jobs in Canada

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Added 21 mins ago
RD
Assistant Branch Operations Manager
RBC Dominion Securities
Winnipeg, MB
- Full-time
The RBC Dominion Securities Management team located in Winnipeg is looking for an Assistant Branch Operations Manager to join their team. A leadership position within the branch network,…
Added 1 hour ago
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Personal Banker
BMO
Toronto, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 1 hour ago
B
Personal Banking Associate
BMO
Toronto, ON
- Full-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 3 hours ago
M
Brand Manager
Metrie
Halton Hills, ON
- Full-time
This role is required to work in-branch 4 days per week
Added 3 hours ago
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WPG - General Manager (WMS)
Gardewine
Winnipeg, MB
- Full-time
The General Manager – Moving & Storage (Thunder Bay & Winnipeg) will be responsible for ensuring smooth and efficient operations of all local Moving & Storage / Allied & North American Van…
Added 3 hours ago
RC
Regional Sales Manager
Rexel Canada
Winnipeg, MB
- Full-time
As the Regional Sales Manager in Winnipeg, you will own your results, drive profitable sales growth and build a high performing outside sales team you are proud to lead. Reporting to the…
Added 3 hours ago
AI
Branch Manager
Allmar Inc.
Dartmouth, NS
- $100,000 to $120,000 CAD / year
- Full-time
The Branch Manager is responsible for managing the business and operations of the Allmar Branch to meet the goals and objectives for the Company. The goals and objectives of the Branch are…
Added 4 hours ago
LC
Business Relationship Manager - Sarnia
Libro Credit Union
Sarnia, ON
- Full-time
We are currently hiring a Business Relationship Manager to support our Sarnia branch.
Added 4 hours ago
TI
Account Representative | Woodbridge, ON
TTI, Inc.
Woodbridge, ON
- Full-time
…customers within assigned geographic territory by working with the branch or corporate product manager and the manufacturers to get the most competitive pricing by utilizing communication…
Added 5 hours ago
CG
Branch Administrator (Part-time)
Consolidated Gypsum Supply Ltd.
Calgary, AB
- Part-time
Participate in and record minutes for Branch Manager meetings
Added 5 hours ago
TI
Account Representative | Woodbridge, ON
TTI, Inc.
Woodbridge, ON
- Full-time
…customers within assigned geographic territory by working with the branch or corporate product manager and the manufacturers to get the most competitive pricing by utilizing communication…
Added 5 hours ago
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Senior Manager, Regulatory Supervision
CIBC
Toronto, ON
- 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 5 hours ago
Branch Manager - Tillicum Mall (Victoria)
Coast Capital Savings
Victoria, BC
We’re looking for a community driven leader to give direction, guidance and coaching to the Branch employees to continue providing and enhancing execeptional service for our members. As…
Added 6 hours ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
AB · Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 6 hours ago
Member Relationship Manager
Your Neighbourhood Credit Union
Kitchener, ON
Proactively engage with members in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 6 hours ago
SC
Financial Advisor/ Senior Financial Advisor - Seton Branch
Servus Credit Union
Calgary, AB
- Full-time
Successful candidate must have flexibility to work late shifts Thursday (until 7:00); Friday (until 6:00); and Saturday (until 3:00) · Must have a reliable vehicle and valid driver's license
Added 7 hours ago
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Client Service Assistant
BMO
Waterloo, ON · MARS
- Full-time
Supports one or more Investment Advisors (IAs) and IA Team and staff, and branch operations with day-to-day administration and provides exceptional client service to support achievement of…
Added 7 hours ago
SC
Universal Financial Associate - Coventry Hills
Servus Credit Union
Calgary, AB
- Full-time
Reporting to the Branch Manager, our Universal Financial Associate plays an integral role in the branch by supporting our members with all their banking needs. As a Universal Financial…
Added 7 hours ago
SB
Service Center Associate
Stanley Black & Decker, Inc.
AB · Edmonton CAN - Roper Rd
- Part-time
As a Part-Time Service Centre Associate, you will be part of a dedicated team based in Edmonton, Alberta and reporting to the Branch Manager.
Added 7 hours ago
SB
Service Technician
Stanley Black & Decker, Inc.
Mississauga, ON
- Full-time
As a DEWALT Factory Service Technician, you will be part of a dedicated team based in Mississauga, ON and reporting to the Branch Manager.
Added 7 hours ago
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Ag Branch Manager
Nutrien
Glenboro, MB
- Full-time
Develop, implement and manage the Branch business plan and operating budget, including operating, financial and sales targets
Added 7 hours ago
MW
Junior Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
We are proud to be the top-performing branch within the Manulife Wealth network for the past twenty-two years, consistently leading across Canada from coast to coast. Our team combines the…
Added 8 hours ago
Branch Manager Advice Sales & Service 8- Village Victoria , QC
Scotiabank
Montreal, QC
As a Branch Manager, you will assume responsibility for the overall success of the branch by working to meet financial objectives related to the profitable growth and retention of the…
Added 8 hours ago
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Customer Service Representative
BMO
Winnipeg, MB
- Part-time
…best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business…
Added 8 hours ago
B
Investment Advisor
BMO
Toronto, ON · FCP
- Full-time
…provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations…

BMO

Investment Advisor

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: Nov 26, 2026
Experience: Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Nov 12, 2026

Original job description

Application Deadline:

11/25/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

A client-focused role, committed to managing and growing client relationships through the delivery of service and 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 the market, BMO partners and the community to build relationships and deliver the desired customer experience.

Partners with lead advisor(s) to build and nurture relationships with COI’s and business partners; working collaboratively within the team and with internal partners to identify opportunities for growth and deliver on client needs
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.
Maintains the confidentiality of client and Bank information.
Adheres to internal risk mitigation policies and industry rules/regulations.
Focus may be on a business/group.
Thinks creatively and proposes new solutions.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works mostly independently.
Broader work or accountabilities may be assigned as needed.
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:

Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Specialized knowledge from education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.

This job posting is for a current vacancy.

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 Investment Advisor manages and grows client relationships by providing customized investment advice and financial planning services. They also engage in business development activities and collaborate with internal partners to meet client growth objectives.

Requirements

Candidates must have a minimum of 5 years of relevant experience or an equivalent combination of education and experience. They are also required to meet all necessary licensing and certification requirements for the specific branch and jurisdiction.

Skills

Investment advice
Financial planning
Business development
Portfolio management
Sales
Networking
Data analysis
Risk management
Communication skills
Analytical skills
Problem solving
Collaboration
Regulatory compliance
Wealth management

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
Wealth Sales
Financial Goals
Investment Strategies
Portfolio Reviews
Wealth Plans
Retirement Planning
Tax Efficiency
Data Governance
Business Planning
Telemarketing
Networking
Risk Management Framework
Regulatory Requirements
Compliance
Financial Impact
Forecasting
Data Visualization
Sales Performance

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Jobs in Canada