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Added 5 mins ago
CC
Insurance Representative, Level 2 - Non Union
Coastal Community
Port Mcneill, BC
- Full-time
…services of Coastal Community Insurance Services (2007) Ltd. and Coastal Community Credit Union. You will report to the Agency…
Added 5 mins ago
CF
Member Services Supervisor
Crunch Fitness Canada
Waterloo, ON
- $20 CAD / hour
- Full-time
CPR/AED certification required (can be obtained within 30 days of hire)
Added 5 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 5 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 5 mins ago
R
Senior Business Deposit Specialist
RBC
Burlington, ON
- Full-time
Five or more years of experience in deposits and investments, ideally as a Commercial Relationship Manager, Treasury Solutions Specialist, or alternative lines of business with a focus on…
Added 20 mins ago
Corporate Account Manager
Imperial Brady
Mississauga, ON
…open in Mississauga, ON. We are seeking a Corporate Account Manager to support our National Accounts organization, with a strong focus on new business development and profitable growth. In…
Added 20 mins ago
TM
Site Superintendent
Troika Management Corp
Penticton 1, BC
- Full-time
Must have a thorough understanding of construction documents and blueprints
Added 20 mins ago
TM
Assistant Site Superintendent
Troika Management Corp
Penticton 1, BC
- Full-time
· Must have a thorough understanding of construction documents and blueprints
Added 20 mins ago
TM
Safety Coordinator
Troika Management Corp
Vernon, BC
- Full-time
…Western Canada’s most forward thinking, future focused land and real estate development companies, driving every aspect of community creation from land acquisition and construction to…
Added 20 mins ago
MS
PT Merchandise Manager
Michaels Stores
Calgary, AB
- Part-time
Store - CAL-HARVEST HILLS, ABThe Merchandise Manager drives merchandising and operational execution, including truck processing, inventory routines, planogram sets, and visual standards.…
Added 20 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 20 mins ago
GA
Business Development Manager - Security Services
GDI Ainsworth
London, ON
- $90,000 to $120,000 CAD / year
- Full-time
Must possess strong communication in English - both written and oral
Added 20 mins ago
AE
Senior Manager, Global Communications - Temporary
Arc'teryx Equipment
North Vancouver, BC
- Temporary
As the Senior Manager, Global Communications, you are the global leader responsible for shaping and executing the strategy across our Climb, Snow, and Trail categories. With our product…
Added 35 mins ago
Senior Manager, HR Business Partner (HR portfolio)
Scotiabank
Toronto, ON
As a strategic partner to business leaders across HR, the Senior Manager, HRBP optimizes the people strategy and maximizes talent investment. With a deep understanding of business drivers…
Added 35 mins ago
A
Senior Manager, Global Communications - Temporary
ARC'TERYX
North Vancouver, BC
- Full-time
As the Senior Manager, Global Communications, you are the global leader responsible for shaping and executing the strategy across our Climb, Snow, and Trail categories. With our product…
Added 35 mins ago
B
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 50 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
If you’re a new grad who wants more than a desk job - someone excited by supply chain, sales, business development, and entrepreneurship - this is your chance to build a real career from…
Added 50 mins ago
V
Partner Marketing Programs Manager
Versapay
Canada
- Full-time
The Partner Marketing Programs Manager will work closely with Partner Marketing, Partner Sales, Events, Demand Generation, Content, Product Marketing, and other teams across Versapay.
Added 50 mins ago
LM
Capture Manager NORAD Modernization
Lockheed Martin
Montreal, QC
- Full-time
NORAD Modernization is a major portfolio of projects being launched by the Canadian Government, the Capture Manager NORAD Mod. will be focused on the further development of the overall…
Added 50 mins ago
LS
Sales Associate - Orthopaedic
Lock Search Group
Ottawa, ON · Greater Ottawa Metropolitan Area
- $65,000 to $85,000 CAD / year
- Full-time
Collaborate with the Territory Manager and regional sales team to identify business opportunities and support territory growth.
Added 50 mins ago
NB
BANKING ADVISOR
National Bank of Canada
Rawdon, QC
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 50 mins ago
RA
Executive Chef
Royal Ashburn Golf Club
Whitby, ON
- Full-time
Collaborate with Ownership and Sales to support new opportunities and business growth.
Added 50 mins ago
TS
Senior Key Account Manager
The Staffing Alternative
Toronto, ON · Etobicoke, ON
- Full-time
The Senior Key Account Manager combines strategic thinking with disciplined execution and a detailed understanding of account performance. Working closely with Sales leadership and…
Added 50 mins ago
RL
Business Develpment Manager
Röhlig Logistics
Mississauga, ON
- Full-time
2-5 years of industry related experience required
Added 50 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

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