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Added 51 mins ago
Director, Client Enablement Analytics
BMO
Toronto, ON · FCP
Reporting to the Managing Director & Head of Client Onboarding, Client Tax Governance, and Client Operations, the Director is a senior leader who will build and lead the onboarding…
Added 3 hours ago
B
Wealth Planning Advisor- Waterloo
BMO
Waterloo, ON · MARS
- Full-time
Work Arrangement: Hybrid role (3 days in office, 2 days remote)
Added 4 hours ago
B
Wealth Planning Advisor
BMO
Edmonton, AB · Enbridge
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 1 day ago
B
Investment Advisor
BMO
Toronto, ON · FCP
- Full-time
Escalates complex or unresolved client situations and complaints.
Added 1 day ago
CO
Tax & Water Coordinator
City of St. Catharines
St. Catharines, ON
- Full-time
Reporting to the Revenue and Collections Manager, the Tax & Water Coordinator coordinates specialized property tax and water revenue administration, including tax registration and tax sale…
Added 1 day ago
B
Investment Associate
BMO
Ottawa, ON · CARL
- Full-time
Escalates complex or unresolved client situations and complaints.
Added 1 day ago
AC
Manager, Tax
ACCA Careers
Hanover, ON
- Full-time
Make an impact with our Tax team as a Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted advisor,…
Added 1 day ago
AC
Senior Manager, Tax
ACCA Careers
Hanover, ON
- Full-time
Make an impact with our Tax team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a trusted…
Added 1 day ago
CO
Tax & Water Coordinator
City of St. Catharines
St. Catharines, ON
- Full-time
About the Role: Reporting to the Revenue and Collections Manager, the Tax & Water Coordinator coordinates specialized property tax and water revenue administration, including tax…
Added 2 days ago
A&
Core Tax Incentives Manager – Technical
Alvarez & Marsal
Vancouver, BC
- Full-time
The A&M Tax Canada Team offers comprehensive tax advisory services to clients in various sectors and industries. With a deep understanding of the Canadian tax landscape, the team helps…
Added 2 days ago
RG
Corporate Controller
Rohit Group
Edmonton, AB
- Full-time
Lead the Financial Reporting Manager, Accounts Payable Manager and Payroll Analyst, and absorb the Tax Compliance function by Q2 2027. The Payroll function will transition under the…
Added 2 days ago
B
Wealth Planning Advisor
BMO
Burnaby, BC
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 2 days ago
B
Wealth Planning Advisor
BMO
Burnaby, BC · STSQ
- Full-time
Work Arrangement: Hybrid role (4 days in office, 1 day remote)
Added 3 days ago
B
Wealth Planning Advisor, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Respond to complex or escalated planning inquiries requiring advanced technical, tax, or estate planning knowledge.
Added 3 days ago
Senior Tax Analyst, Indirect Tax
Lyft
Toronto, ON
Lyft is looking for a talented, tech-savvy tax accountant to join our growing Tax Team. As a Senior Tax Analyst, you will report to the Tax Manager and take full ownership of indirect tax…
Added 3 days ago
RI
Growth Marketing Manager
Realtax Inc.
Newmarket, ON
- Full-time
Combining decades of industry knowledge with our proprietary RegDB technology, we simplify complex tax registration and tax sale processes, helping municipalities stay compliant, reduce…
Added 3 days ago
TO
Revenue and Collections Coordinator
Town of Whitchurch-Stouffville
Whitchurch-Stouffville, ON
- Full-time
Reporting to the Manager, Revenue and Taxation, the Revenue and Collections Coordinator is responsible for the administration of municipal revenues, including daily payment processing and…
Added 3 days ago
B
Investment Associate
BMO
Calgary, AB · CALG
- Full-time
Escalates complex or unresolved client situations and complaints.
Added 3 days ago
GR
Senior Financial Analyst (SFA) – Financial Reporting & FP&A
GRANITE REIT HOLDINGS LP
Toronto, ON
- Full-time
…sound business judgment and a demonstrated ability to translate complex financial information into clear, meaningful analysis, while continuously looking for opportunities to improve…
Added 3 days ago
GR
Senior Financial Analyst, Financial Reporting and FP&A
Granite REIT
Toronto, ON · Greater Toronto Area, Canada
- $90,000 to $100,000 CAD / year
- Full-time
…sound business judgment and a demonstrated ability to translate complex financial information into clear, meaningful analysis, while continuously looking for opportunities to improve…
Added 4 days ago
B
Developing Investment Advisor, BMO Nesbitt Burns
BMO
Toronto, ON · FCP
- Full-time
Escalates complex or unresolved client situations and complaints.
Added 7 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK · RC_Sask
- Full-time
…wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs. Supports…
Added 7 days ago
B
Senior Wealth Planning Consultant
BMO
Vancouver, BC · FBT
- Full-time
Provides insight and expertise on advanced financial planning concepts to include tax, estate and succession planning, philanthropy, and other complex wealth service offerings.
Added 7 days ago
B
Estate Planning Consultant
BMO
Saskatoon, SK
- Full-time
…wealth planning advice and solutions encompassing financial, tax, succession, philanthropic, will, estate and trust planning in connection with their overall wealth planning needs. Supports…
Added 8 days ago
P
Group Product Manager
Priceline
Toronto, ON
- Full-time
…a great deal with us or keep shopping. As the Group Product Manager for Search, you will own that front door from end to end, across hotels, flights, rental cars, and…

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