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Added 7 mins ago
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Regional Sales Manager
ROBINSON
MB · Manitoba, Canada
- Full-time
Reporting to the Regional Manager, the Regional Sales Manager plays a pivotal role in driving sales and margin growth while strengthening relationships with customers, suppliers and…
Added 7 mins ago
T
Customer Experience Associate - Sherbrooke & Claremont
TD
Montreal, QC
- Part-time
…with our customers by performing a broad range of customer service transactions and providing information and advice on services, products, and solutions to existing or prospective TD…
Added 7 mins ago
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Assistant Manager, Guest Experience | Midtown, Saskatoon
lululemon
Saskatoon, SK
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 7 mins ago
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VP & GM, Electrical Division
ROBINSON
Winnipeg, MB
- Full-time
ROBINSON is introducing a new Vice President & General Manager, Electrical Division role to lead the continued growth and development of our Electrical business.
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Senior Production Planner
Techo-Bloc
Longueuil, QC · Saint-Hubert, QC
- Full-time
Influence that counts. You’ll work side by side with the Planning Manager and have a direct voice with production, procurement and sales.
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Assistant Manager, Guest Experience | Contract till June 2027 | Royalty Crossing Pop Up, PEI
lululemon
Charlottetown, PE
- Full-time
The Assistant Manager, Guest Experience role is an essential part of the store leadership team, ensuring our team members and guests (i.e., customers) receive a quality experience in our…
Added 7 mins ago
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Part-Time Manager
Claire's
Halifax, NS
- $17 CAD / hour
- Part-time
Team Collaboration: Support your Store Manager by motivating the team, sharing sales tips, and creating a positive, high-energy vibe that customers (and coworkers) love.
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Assistant Manager, Operations | Tanger Outlet
lululemon
Ottawa, ON
- Internship
Review, monitor, and partner with Store Manager to manage the budget and other business data and metrics (e.g., P&L statement, expenses) and inform planning processes (e.g., quarterly…
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Sales Associate (Metropolis at Metrotown)
Swatch
Burnaby, BC
- Part-time
As a Swatch Sales Associate, you will report to the Store Manager and be responsible for achieving sales targets. You will act as a Swatch Brand Ambassador while embodying Swatch Core…
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Financial Controller
Corbec
Kirkland, QC
- Full-time
…and operational decision-making Process tax returns (e.g., sales tax) and respond to government requests Coordinate and participate in the year-end audit Supervise and develop accounting…
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Field Technical Lead - BAS
Convergint
Toronto, ON · Etobicoke, ON
- Full-time
You have a passion for providing world-class service to customers, colleagues and communities. You are a person of integrity with a commitment to growth, accountability and delivering…
Added 7 mins ago
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Financial Services Officer (Banking)
The Police Credit Union Ltd.
Toronto, ON · North York, ON
- Full-time
…promptly resolved, including complaints, and advises Branch Manager of any significant…
Added 7 mins ago
JB
Inside Sales Representative
John Brooks
Mississauga, ON
- Full-time
Reporting to the Senior Manager of CX & Inside Sales, the Inside Sales Representative is responsible for managing and growing an assigned portfolio of smaller customer accounts. This role…
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Full-Time Sales Lead (West Edmonton Mall)
Swatch
AB · Edmonton, AB
- Full-time
As a Swatch Sales Lead, you will report to the Store Manager and will assist in all day-to-day operations. Although your focus will be on sales initiatives, you also will coach sales…
Added 7 mins ago
BM
Key Holder - Halifax Shopping Centre
Brand Momentum
Halifax, NS
- Part-time
The Keyholder role is essential in supporting the store team. This role is responsible for providing excellent customer service, driving sales, and assisting with various store duties. As a…
Added 7 mins ago
Wealth Management Intern (Student/New Grad Position)
The Canada Life Assurance Company
Toronto, ON
Work closely with the external wholesaler (Regional Sales Manager) and inside wholesaler (Regional Sales Representative)
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Transmission Key Accounts Manager
ATCO
Edmonton, AB
- Full-time
As a Transmission Key Accounts Manager, you will serve as the primary point of contact for ATCO Gas and Pipelines' largest transmission customers. Working closely with customers and…
Added 7 mins ago
JB
Inside Sales Representative
John Brooks Company
Remote, Canada
- Full-time
- Remote
Reporting to the Senior Manager of CX & Inside Sales, the Inside Sales Representative is responsible for managing and growing an assigned portfolio of smaller customer accounts. This role…
Added 7 mins ago
OR
Wireless Manager - Winnipeg
OSL Retail Services Inc
Winnipeg, MB
- Other
Proven ability to drive Team, Sales Results and Service, with operational effectiveness
Added 7 mins ago
OR
Wireless Sales Associate - 3645 Midland
OSL Retail Services Inc
Midland, ON
- Other
Wireless Sales Associate | Full-Time | 3645 Midland
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Customer Success Manager
SAS
Canada
- Other
The Customer Success Manager is responsible for establishing and building broad relationships with SAS Canada Government Customers both at the Federal and Provincial levels. The CSM role…
Added 7 mins ago
Interim Manager
Sephora
Edmonton, AB
As an Interim Manager, you will be responsible for managing all services, classes and events in a specific Sephora store location. You will support in all service-related areas such as the…
Added 21 mins ago
CC
Retail Shift Leader
Canna Cabana
Ancaster, ON
- $20.4 to $21.6 CAD / hour
- Part-time
Be the sales and customer service leader/role model in the absence of SM/ASM
Added 21 mins ago
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Senior Membership Sales Associate
Orangetheory Fitness 10018
Milton, ON
- $25 to $32 CAD / hour
- Full-time
You’ll work closely with the Studio Manager and Head Coach to deliver a great first visit and build strong sales habits. As a senior member of the sales team, you’ll also help set the…
Added 21 mins ago
OF
Senior Membership Sales Associate
Orangetheory Fitness 10018
Waterloo, ON
- $25 to $32 CAD / hour
- Full-time
You’ll work closely with the Studio Manager and Head Coach to deliver a great first visit and build strong sales habits. As a senior member of the sales team, you’ll also help set the…

BMO

Investment Advisor, BMO Nesbitt Burns

Toronto, ON, Canada
FCP, Canada

Full-time

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Job details

Job type: Full-time
Apply by: Dec 4, 2026
Experience: 5–10 years of relevant experience in investment advisory, wealth management, or a related field, and sales experience
Posting language: English
Posted: Nov 9, 2026

Original job description

Application Deadline:

12/03/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

At BMO Nesbitt Burns, we actively partner in the success of our Investment Advisors – investing strategically in industry leading technology and investment solutions, & building exceptional teams of planning professionals, marketing experts, practice management coaches, and investment managers to complement and support BMO Nesbitt Burns professionals in their practices.

Within the GTA region, our Private Wealth team is a community of growth‑minded professionals who value partnership, put clients first, and are supported by a collaborative, high‑performance culture. If this sounds like the environment where you would like to establish or evolve your practice, we want to talk to you.

As an Investment Advisor, you will build and grow your own advisory business delivering comprehensive wealth management advice to high‑net‑worth individuals, families, and business owners. You will leverage the strength of the BMO platform, work closely with internal partners, and develop long‑term, trusted client relationships through exceptional advice and service.

To be successful

Build, manage, and grow a portfolio of multi-generational client relationships delivering bespoke investment advice and wealth management strategies.
Deliver an exceptional client experience by understanding client goals, educating on investment strategies and risks, and setting clear performance expectations.
Develop and execute a business plan focused on growth, client retention, and deepening relationships.
Construct and manage portfolios using professional judgment, sound portfolio construction principles, and disciplined investment processes.
Build effective relationships with internal/external stakeholders, and develop business with clients and prospects using proactive selling and marketing techniques .
Respond to, and resolve, complex client inquiries and escalations.
Collaborate with BMO partners across Private Banking, Commercial Banking, Insurance, Wealth Planning, and other specialists to deliver a one‑team client experience, and ensure your clients are supported across all facets of their financial wellbeing.
Actively develop new business through networking, referrals, community engagement, and proactive marketing efforts.
Ensure all activities meet regulatory requirements and internal risk management standards.
Support branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.

What You Bring

5–10 years of relevant experience in investment advisory, wealth management, or a related field, and sales experience
Registration as a Registered Representative (RR) and completion of CIRO Continuing Education requirements.
Professional financial planning designation (PFP) or progress toward advanced credentials (e.g., CFP®, CIM®, CFA®) is preferred.
Strong business development mindset and a self-starter mentality, with the ability to build trusted, long‑term relationships.
A passion for helping others, making connections, financial planning, and portfolio management.
Proven analytical, communication, and problem‑solving skills.
A client‑first philosophy and commitment to operational excellence.

What BMO Offers

Autonomy to build your practice with the strength and reputation of the BMO Nesbitt Burns brand.
Leaders, in market and in national office, who are partners in your success.
Access to comprehensive wealth management resources, investment solutions, and internal partners.
A supportive, inclusive, and collaborative culture that values excellence, growth, and professional development.
This is a 100% commission based role with possibility for a temporary base salary.
The GTA Private Wealth region encompasses offices located in Downtown Toronto, Midtown Toronto, North York, Markham & Oakville.

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.

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More about this job

Responsibilities

You will build and manage a portfolio of multi-generational client relationships by delivering bespoke investment advice and wealth management strategies. Additionally, you will collaborate with internal partners across various banking and insurance divisions to provide a comprehensive, one-team client experience.

Requirements

Candidates must have 5–10 years of experience in investment advisory or wealth management and hold a Registered Representative (RR) registration. A professional financial planning designation like PFP, CFP, CIM, or CFA is preferred.

Skills

Investment advisory
Wealth management
Business development
Portfolio management
Financial planning
Sales
Networking
Risk management
Regulatory compliance
Analytical skills
Communication skills
Problem-solving
Strategic planning
Marketing

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Advisor
BMO Nesbitt Burns
Wealth Management
Private Wealth
Registered Representative
CIRO
PFP
CFP
CIM
CFA
Business Development
Portfolio Construction
Client Retention
Financial Planning
Regulatory Requirements
Risk Management
Networking
Sales
Marketing
Commercial Banking
Insurance
Wealth Planning
High-net-worth
Commission-based

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