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Added 12 mins ago
Senior Manager, Global Compliance Quality Assurance
Scotiabank
Toronto, ON
Strong strategic, analytical, problem-solving, and critical thinking skills
Added 12 mins ago
B
Investment Advisor
BMO
Toronto, ON · FCP
- Full-time
Analytical and problem solving skills - In-depth.
Added 12 mins ago
B
Senior Manager, Program Delivery & Change Mgmt
BMO
Toronto, ON · BMOPLACE
- Full-time
…Data & Analytics function supporting Canadian Personal and Business Banking, converting information into insights and recommendations that drive meaningful outcomes for our employees,…
Added 12 mins ago
QI
Research Scientist
Qnity, Inc.
Kingston, ON · NA-CA-KINGSTON (EL)
- Full-time
…evolving technology and connectivity landscape? Then bring your problem-solving, passion, and creativity to help us power the next leap in…
Added 27 mins ago
EC
Future Leaders Program – Management Trainee
Emco Corporation: Plumbing, HVAC, Waterworks, Industrial, Irrigation, Fire Protection
Brandon, MB
- $52,500 CAD / year
- Full-time
Step into problem-solving and project support.
Added 27 mins ago
S
Manager, Unsecured Credit Risk
Scotiabank
Toronto, ON
- Full-time
Independently conduct analysis, including data extraction and manipulation using advanced tools, translating data into actionable insights and delivering business intelligence through…
Added 27 mins ago
LM
Senior Software Engineer - Product Lead
Lockheed Martin
Ottawa, ON
- Full-time
…must demonstrate the technical proficiency and independent problem-solving skills necessary to perform their responsibilities without reliance on these tools. This is particularly important…
Added 27 mins ago
S+
Electrical Designer
Smith + Andersen
Toronto, ON
- Full-time
Demonstrated technical judgment and problem solving skills for work of moderate complexity.
Added 27 mins ago
LM
Associate Program Manager
Lockheed Martin
Dartmouth, NS
- Full-time
Perform CAM responsibilities, including EVM analysis, VARs, ECRs, and participation in the EVM business rhythm, while supporting program performance reporting and execution.
Added 27 mins ago
AB
Group Retirement Specialist
AGA Benefit Solutions
Markham, ON
- $61,562 to $76,953 CAD / year
- Full-time
Pay courtesy visits to the groups under his/her responsibility to maintain a preferred relationship, create lasting business connections with group leaders, and support them with problem…
Added 27 mins ago
LM
Analyst, Talent, Learning & Organizational Development
Lockheed Martin
Ottawa, ON
- Full-time
Strong analytical and problem-solving skills, with demonstrated ability to interpret people data, identify trends and capability gaps, and translate findings into actionable insights and…
Added 27 mins ago
LM
Strategic Analyst
Lockheed Martin
Ottawa, ON
- Full-time
Strong business acumen, problem-solving abilities, and a continuous improvement mindset
Added 27 mins ago
NB
Chief Business Analyst IT Insurance sector
National Bank of Canada
Montreal, QC
- Full-time
Required skills: Banking, Business Impact Analysis, Business Process Improvement, Business Process Mapping, Change Management, Critical Thinking, Detail-oriented, Insurance, Lean Thinking,…
Added 27 mins ago
LM
Software Engineer - CMS 330
Lockheed Martin
Dartmouth, NS
- Full-time
…software that contains logical and mathematical solutions to business/mission problems or questions in computer language for solutions by means of data processing equipment. Applies the…
Added 27 mins ago
AC
RQ11857 - Systems Administrator/Operations Support Specialist - Senior
A.T. Consulting & Recruiting Inc.
Toronto, ON
- Contract
…Experience with middleware and gateways Excellent analytical, problem-solving and decision-making skills; verbal and written communication skills; and interpersonal skills A team player…
Added 27 mins ago
LC
Enterprise Systems Analyst
Litcom Consulting Inc.
Mississauga, ON
- Full-time
Design, optimize and maintain Business Activity Queries (BAQs) and custom dashboards to expose real-time operational data and support external analysis and reporting.
Added 27 mins ago
RL
Business Develpment Manager
Röhlig Logistics
Mississauga, ON
- Full-time
2-5 years of industry related experience required
Added 27 mins ago
E
Labour Relations Analyst
Extendicare
Markham, ON · Extendicare (Canada) Inc (Steeles Ave.)
- Full-time
Strong analytical, research, and problem-solving skills with the ability to interpret data and communicate findings effectively.
Added 27 mins ago
VC
Total Rewards Specialist, Human Resources - Temporary, Full-time
VON Canada
Halifax, NS
- $37.9 to $41.09 CAD / hour
- Full-time
- Temporary
…benefits and compensation teams by providing support on research, analysis, delivery, evaluation and effective administration of Compensation & Benefits programs and initiatives. This…
Added 27 mins ago
TR
Senior Financial Analyst, Financial Reporting- Fixed Contract
Torex Resources Inc
Toronto, ON
- Full-time
- Contract
Strong analytical and problem-solving skills, with the ability to identify accounting and reporting issues and recommend appropriate solutions.
Added 27 mins ago
M
RQ11489 - Software Developer - Intermediate
Maarut
Toronto, ON
- Contract
analytical, problem-solving and decision-making skills; verbal and written
Added 27 mins ago
Channel Execution Coordinator, BCI
Bell
Mississauga, ON
For work arrangements that are ‘Hybrid’, successful candidates must be based in Canada and report to a set Bell office for a minimum of 3 days a week
Added 41 mins ago
S
Department Manager, Centre of Store
Save-On-Foods
Tsawwassen, BC
- Full-time
This is a full-time position, 40 hours per week, and the successful applicant must have open availability
Added 41 mins ago
M(
Gestionnaire de Comptes Émergents
MaintainX (An Autodesk Company)
Remote, Canada
- $110,000 to $130,000 CAD / year
- Full-time
- Remote
Added 41 mins ago
RB
Banking Advisor
Royal Bank of Canada
Regina, SK
- Full-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…

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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Work requirements

Jobs in Canada