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Added 12 mins ago
Senior Manager, HR Business Partner (HR portfolio)
Scotiabank
Toronto, ON
Lead HR Annual Lifecycle Processes: Partner with leadership to execute key HR programs, including talent management, performance development, compensation, employee engagement, and learning…
Added 12 mins ago
Senior Manager, Global Compliance Quality Assurance
Scotiabank
Toronto, ON
Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.
Added 12 mins ago
ST
Senior Full Stack Developer
Searidge Technologies
Ottawa, ON
- Full-time
…Employment Type: Full-time, Permanent Reporting To: Technology Development Manager Role Purpose NATS Growth is focused on turning NATS’ operational, technical and data expertise into…
Added 12 mins ago
CC
Team Lead, Warehouse Operations
Curtiss-Wright Corporation
Ottawa, ON · Canada-Ottawa
- Full-time
Reporting to the Sr Manager, Materials Management, the Team Lead of Warehouse Operations is responsible for overseeing the daily inbound, outbound and inventory control activities. The role…
Added 12 mins ago
C
Applications Development Technology Senior Lead
Citi
Mississauga, ON
- Full-time
The Applications Development Technology Senior Lead Analyst is a senior level position responsible for establishing and implementing new or revised application systems and programs in…
Added 12 mins ago
M
Director, Inside Sales
Manulife
Vancouver, BC
- Full-time
…report to the National Vice President, Head of GWS Sales and lead approximately half of our national Inside Wholesaling team, supporting territories across Western…
Added 12 mins ago
M
Director, Mass Markets
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
Lead the design of the national Mass Markets advisor support strategy and future-state service model across Insurance and Guaranteed Wealth.
Added 12 mins ago
BP
Operational Technician L1
Bora Pharmaceuticals
Mississauga, ON
- Full-time
Bora Pharmaceuticals is a premier international contract development and manufacturing organization (CDMO) specializing in formulation development, clinical and commercial manufacturing,…
Added 12 mins ago
BP
Packaging Operator
Bora Pharmaceuticals
Mississauga, ON
- Full-time
Bora Pharmaceuticals is a premier international contract development and manufacturing organization (CDMO) specializing in formulation development, clinical and commercial manufacturing,…
Added 12 mins ago
BP
Operational Technician L1
Bora Pharmaceuticals
Mississauga, ON
- Full-time
Bora Pharmaceuticals is a premier international contract development and manufacturing organization (CDMO) specializing in formulation development, clinical and commercial manufacturing,…
Added 12 mins ago
BP
Packaging Operator
Bora Pharmaceuticals
Mississauga, ON
- Full-time
Weekly rotating shifts
Added 12 mins ago
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Chargé de projet – Acquisition capital & Technologies de fabrication / Project Manager - Capital Acquisition & Manufacturing Technology
RTX
Longueuil, QC
- Full-time
Added 12 mins ago
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Investment Advisor
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 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
Launch Your Career. Learn the Business. Lead Your Own Team.
Added 27 mins ago
S
Manager, Unsecured Credit Risk
Scotiabank
Toronto, ON
- Full-time
The Manager, unsecured Credit Risk is to lead the development of any of originations or account management credit risk strategies and ongoing portfolio management for unsecured lending…
Added 27 mins ago
A
AI Native Solutions Lead (Agentic / Applied)
Accenture
Vancouver, BC
- Full-time
As an AI Solutions Lead (Agentic/Applied), you will design, build, and deploy production-grade agentic AI systems across the full enterprise technology stack. You will work directly with…
Added 27 mins ago
VP
Electrical Lead
Vista Projects
Calgary, AB
- Full-time
The Electrical Lead leads a discipline engineering team in the design of different aspects of energy industry projects from inception to completion. Duties include:
Added 27 mins ago
CN
Content & Fan Development Coordinator
CULT NATION
Canada
- Full-time
Give fans clear reasons to take part and come back: simple prompts, early-access moments and release activities. Bring what you learn back to the team.
Added 27 mins ago
LM
Naval Operations Senior Subject Matter Expert (SME)
Lockheed Martin
Canada
- Full-time
…programs. This includes leading members of the technical training team while working across discipline and product teams, as well with key customer stakeholder groups to ensure that…
Added 27 mins ago
LM
Senior Software Engineer - Product Lead
Lockheed Martin
Ottawa, ON
- Full-time
The Senior Software Engineer is a technical leader and subject matter expert who combines hands-on software development with team leadership and mentorship. In this role, the successful…
Added 27 mins ago
LM
Integration & Test (I&T) LBTF IPT Lead
Lockheed Martin
Dartmouth, NS
- Full-time
Aptitude for solving challenging problems in a team environment
Added 27 mins ago
LM
Analyst, Talent, Learning & Organizational Development
Lockheed Martin
Ottawa, ON
- Full-time
…Conducts organizational assessments and interventions to improve team and individual performance. Assesses critical business issues and designs organization development and strategic plans…
Added 27 mins ago
AB
Director, Group Retirement
AGA Benefit Solutions
Quebec, QC
- $85,000 to $106,000 CAD / year
- Full-time
Contribute to the development of the practice and the training of team members;
Added 27 mins ago
LM
Hardware Systems Engineer - Integrated Hardware Solutions Lead
Lockheed Martin
Montreal, QC
- Full-time
As part of the Product Engineering team, the candidate will lead the design and delivery of integrated hardware solutions for Naval Combat Management Systems (CMS), ensuring that individual…
Added 27 mins ago
LM
Hardware Systems Engineer - Hardware Product Solution Lead
Lockheed Martin
Montreal, QC
- Full-time
As part of the Product Engineering team, the candidate will lead the design, integration, and evolution of hardware product solutions supporting next-generation Naval Combat Management…

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