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Added 7 mins ago
RU
Oracle NetSuite Customer Success Manager
RSM US LLP
Vancouver, BC
- Full-time
…exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and…
Added 7 mins ago
P
Development Manager
Priceline
Toronto, ON
- Full-time
Our Technology team is the backbone of our company: constantly creating, testing, learning and iterating to better meet the needs of our customers. If you thrive in a fast-paced, ideas-led…
Added 22 mins ago
Food Service Supervisor
Northland Properties
Kamloops, BC
Must have Management Food Safety Certification
Added 22 mins ago
SD
Assistant Front Store Manager, Hourly Full Time Day
Shoppers Drug Mart
Toronto, ON
- Full-time
To assist the Front Store Manager (FSM) in managing the human, physical and financial resources of the store and in ensuring that store objectives are achieved by focusing on improving…
Added 22 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 22 mins ago
SD
Specialist, Flyer Production (12+ Month Contract)
Shoppers Drug Mart
Toronto, ON
- Full-time
Reporting directly to the Senior Manager Flyer Production. The incumbent is responsible to ensure the accurate, timely, and efficient production of promotional flyers by managing content,…
Added 22 mins ago
SD
Post Office Manager, Hourly Full Time Flexible Shifts
Shoppers Drug Mart
Kitchener, ON
- Full-time
…from a purchase discount program, competitive pay and online learning through…
Added 22 mins ago
CF
Superintendent, Military Housing
Canadian Forces Morale and Welfare Services (CFMWS)
Ottawa, ON · Canadian Forces Support Group - Ottawa
- Full-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 22 mins ago
CF
Soldier On Outreach Coordinator
Canadian Forces Morale and Welfare Services (CFMWS)
Ottawa, ON
- Full-time
The successful candidate must live within the area of selection or be willing to relocate at their own expense
Added 36 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 36 mins ago
CC
Team Lead, Warehouse Operations
Curtiss-Wright Corporation
Ottawa, ON · Canada-Ottawa
- Full-time
Paid Time Off I RRSP with Employer Match I Health and Wellness Benefits I Learning and Development Opportunities I Competitive Pay I Referral Program I Recognition I Employee Stock Purchase…
Added 37 mins ago
B
Investment Advisor
BMO
Toronto, ON · FCP
- Full-time
…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,…
Added 37 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
NB
Chief Business Analyst IT Insurance sector
National Bank of Canada
Montreal, QC
- Full-time
Collaboration with the project manager on a multitude of aspects to ensure the alignment of scope elements with those of planning: Project plan, budgets, risk identification and mitigation,…
Added 52 mins ago
ST
Senior Manager SAP Solution Architect (EAM / Plant Maintenance)
Sapsol Technologies Inc
Remote, Canada
- Remote
SAP Energy sector experience is desired, but not a must have
Added 52 mins ago
C
Project Lead, Digital Development (Telework/Hybrid)
CBC/Radio-Canada
Toronto, ON · Montreal, QC
- Full-time
Take full accountability for project reporting and status updates, and, in collaboration with the Product Manager and Program Manager, serve as the primary point of contact for senior…
Added 1 hour ago
Software Development Manager, Tax Engine
Amazon
Vancouver, BC
…of the diverse products in Amazon catalogue. The Engineering manager works closely with Tax specialists, Product team , Applied scientists - tackling a growing portfolio of core-science…
Added 1 hour ago
T
Data Designer II
TD
Toronto, ON
- Full-time
Promotes a culture of risk management and control, supported by effective processes in alignment with risk appetite
Added 1 hour ago
LH
Registered Massage Therapist
Lifemark Health Group
Sydney Indian Reserve No. 28A, NS · Sydney, NS
- Full-time
Team culture that values collaboration, learning, and shared success.
Added 1 hour ago
BE
Finance Manager, M&A Integration
Bluestar Equity
Mississauga, ON
- $70,000 to $75,000 CAD / year
- Full-time
At Bluestar, we believe great businesses are built by great people. We foster a culture of collaboration, growth, excellence, and continuous learning, where individuals are supported,…
Added 1 hour ago
FS
Project Manager
Futran Solutions
Vancouver, BC
- Full-time
We’re looking for a Project Manager (Marine Projects) to join our North Vancouver team and take the helm on complex, high-impact projects from concept to completion.
Added 1 hour ago
Manager, Family Philanthropy
Sobeys Capital Incorporated or a Franchise/Affiliate / ou une franchise/société affiliée
Stellarton, NS
The Manager, Family Philanthropy provides strategic and operational leadership across the Sobey family’s philanthropic foundations, awards programs, stakeholder partnerships and related…
Added 1 hour ago
B
Banking Officer, Banking Client Solutions Team
BMO
Toronto, ON · FCP
- Full-time
…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,…
Added 1 hour ago
K
Manager, Audit
KPMG
Edmonton, AB
- Full-time
…are encouraged. Through high support, including progressive learning, strong coaching, inclusive teamwork, and a shared commitment to integrity, we perform at our best – measuring what…
Added 1 hour ago
K
Assistant Manager
KPMG
Edmonton, AB
- Full-time
…are encouraged. Through high support, including progressive learning, strong coaching, inclusive teamwork, and a shared commitment to integrity, we perform at our best – measuring what…

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