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Added 6 mins ago
PG
Sr Manager, Treasury & Capital Markets
Peoples Group
Toronto, ON · Vancouver, BC
- Full-time
The Senior Manager, Treasury & Capital Markets is responsible for leading the Bank's Asset Liability Management (ALM) activities and supporting the effective management of balance sheet…
Added 6 mins ago
ST
Association Manager
STEMCELL Technologies
Burnaby, BC · Canada - Malachite, BC, Burnaby, Production Way, Onsite
- Full-time
Malachite Management, part of the STEMCELL Group of Companies, is looking for an Association Manager to team up with our Board of Directors and lead our operations.
Added 6 mins ago
OT
Senior Product Marketing Manager
Open Text Corporation
Richmond Hill, ON · Waterloo, ON
- Other
We are seeking a Senior Product Marketing Manager to support the OpenText Digital Fax portfolio and its go-to-market motion. This role will own and activate the market story for modern,…
Added 6 mins ago
RB
Senior Manager, Liquidity Risk Measurement
Royal Bank of Canada
Toronto, ON
- Full-time
Reporting to the Director, Treasury Risk Management, the Senior Manager, Liquidity Risk Measurement oversees the effective use, development, and maintenance of Corporate Treasury's (CT) QRM…
Added 21 mins ago
Corporate Account Manager
Imperial Brady
Mississauga, ON
Previous experience in managing direct customer communication process, business reviews and financial analysis reporting
Added 21 mins ago
SD
Cashier Manager, Hourly Part Time Day Greenlight Requisition
Shoppers Drug Mart
Moncton, NB
- Part-time
The Cash Manager manages the resources (human, physical, financial) of the Cash Department. The Cash Manager interfaces with other store departments to ensure achievement of store…
Added 21 mins ago
Treasury Manager- Capital Markets
Circle K
Laval, QC
…Company maintains an appropriate capital structure and the financial flexibility required to achieve its business objectives. This role is also responsible for managing financial risks,…
Added 21 mins ago
BS
Senior Buyer
Burnaby School District - SD41
Burnaby, BC
- Full-time
…to join their professional Purchasing team. Reporting to the Manager - Financial Services, this key purchasing position is responsible to ensure the integrity of the acquisition process,…
Added 36 mins ago
Senior Manager, Global Compliance Quality Assurance
Scotiabank
Toronto, ON
Lead the planning, execution, and reporting of risk-based Quality Assurance reviews including scope, evaluation criteria, testing procedures, timelines, resources, and clear, evidence-based…
Added 36 mins ago
B
Investment Advisor
BMO
Toronto, ON · FCP
- Full-time
…risks, and performance expectations that help them achieve their financial goals. Develops and retains long-term client relationships and delivers an exceptional client experience.…
Added 36 mins ago
B
Senior Manager, Program Delivery & Change Mgmt
BMO
Toronto, ON · BMOPLACE
- Full-time
The Senior Manager, Program Delivery & Change Management is a key contributor supporting the Data, AI Transformation and Analytics (“D.A.T.A.”). The D.A.T.A. is a leading Data & Analytics…
Added 51 mins ago
LM
Associate Program Manager
Lockheed Martin
Dartmouth, NS
- Full-time
…proposal work statements and specifications, operating budgets and financial terms/conditions of contract. Acts as primary customer contact for program activities, leading program review…
Added 51 mins ago
CO
Financial Accountant
Canadian Olympic Committee
Toronto, ON
- Full-time
The Financial Accountant supports the Finance function by applying generally accepted accounting principles to account for activities for the COC and Canadian Olympic Foundation…
Added 51 mins ago
LD
TECH Retail Merchandising Manager
London Drugs Limited
Penticton 1, BC
- $21.36 to $23.98 CAD / hour
- Other
As a merchant leader, they must have a good understanding of the categories that make up the TECH business · Applicants must be available to work a flexible schedule, Monday through Sunday, for day and evening shifts
Added 51 mins ago
Account Executive
Purolator
ON · Mississauga, ON
Use predictive analytics to accurately forecast business opportunities for financial planning, resource planning a
Added 1 hour 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 1 hour ago
BE
Finance Manager, M&A Integration
Bluestar Equity
Mississauga, ON
- $70,000 to $75,000 CAD / year
- Full-time
Job Title: Finance Manager, M&A Integration (Occasional travel required)
Added 1 hour ago
C
Relationship Manager, Commercial Banking
CIBC
Calgary, AB
- 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 1 hour ago
CI
Assistant Store Manager
Carters Inc.
Toronto, ON
- Full-time
Partner with Store Manager to plan and execute merchandising standards, promotional planning, markdown execution, and product placement
Added 1 hour ago
K
Bilingual Billing Specialist, National Billing Delivery Centre
KPMG
Quebec, QC
- Full-time
…escalations. This position reports to the Billing Delivery Center Manager/ Supervisor. As the Billing Delivery Centre supports all the local offices throughout Canada, the individual should…
Added 1 hour ago
A
Planner
AtkinsRéalis
Pickering, ON
- Full-time
Knowledge of project management techniques, including Critical Path Method (CPM), progress measurement, earned value management, and hands-on planning, analysis, and reporting.
Added 1 hour ago
BT
Audit & Accounting Manager, Entertainment and New Media
Baker Tilly WM
Vancouver, BC
- Full-time
Financial Statement Analysis - Analyze financial statements of private companies to assess their accuracy, completeness, and adherence to accounting principles. Identify and address…
Added 1 hour ago
K
Product Marketing Co-op
Kabam
Vancouver, BC
- Internship
Reporting to the Senior Manager, Product Marketing, the Product Marketing Co-op will spend approximately 80% of their time supporting Lifecycle Marketing (LCM), which owns the email and…
Added 1 hour ago
Client Relationship Manager, Commercial Agriculture Banking (Manitoba)
Scotiabank
Winnipeg, MB
…agricultural businesses across your market. As a Client Relationship Manager (CRM), Agriculture Banking you will serve as a trusted financial partner, building strong client relationships…
Added 1 hour ago
SM
Manager, Finance, Performance & Analytics
Stevenson Memorial Hospital
Alliston, ON
- Full-time
Reporting to the Vice President, Corporate Services & Chief Financial Officer, the Manager, Finance, Performance and Analytics supports the hospital's strategic objectives, performance…

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