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Added 28 mins ago
SA
Senior Financial Analyst
STAN AI
Toronto, ON · North York, ON
- $90,000 to $105,000 USD / year
- Full-time
Comprehensive health, dental, and specialist benefits.
Added 1 hour ago
F
Application Specialist
Flowstar
Truro, NS
- Full-time
Competitive Benefits Enjoy a comprehensive benefits package that includes Medical, Dental, and Vision coverage, competitive 401(k) matching, paid time off, holidays, parental leave,…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Outstanding Location – Free on-site parking, nearby shopping and banking, and easy access to specialist support, labs, diagnostics, and hospital services.
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Osoyoos, BC
- Full-time
…Regional Hospital where patients will have access to excellent specialist…
Added 1 hour ago
HM
Family Practitioner/General Practitioner
Health Match BC
Osoyoos, BC
- Full-time
…Regional Hospital where patients will have access to excellent specialist…
Added 1 hour ago
HM
Psychiatry
Health Match BC
Mission, BC
- Full-time
Fellowship of the Royal College of Physicians and Surgeons of Canada (FRCPC) in Psychiatry or equivalent specialist qualifications recognized for licensure in British Columbia.
Added 1 hour ago
HM
Internal Medicine
Health Match BC
Penticton, BC
- Full-time
Fantastic opportunity for a General Internal Medicine specialist to join the collegial team at Penticton Regional Hospital. If you are passionate about your work, enjoy working within a…
Added 1 hour ago
HM
Emergency Medicine
Health Match BC
Penticton, BC
- Full-time
…support an average of 41,000 visits annually. There is very good specialist support available and double physician coverage for most of the day and evening hours. PRH has excellent…
Added 1 hour ago
HM
Internal Medicine
Health Match BC
Penticton, BC
- Full-time
Fantastic opportunity for a General Internal Medicine specialist, with a specific interest in Cardiology and training in echocardiography interpretation (Level 2), to join the collegial…
Added 1 hour ago
HM
Pediatrics
Health Match BC
Kelowna, BC
- Full-time
…space, which is used for outreach clinics from various sub-specialist groups from BC Children's…
Added 1 hour ago
HM
Emergency Medicine
Health Match BC
Penticton, BC
- Full-time
…support an average of 41,000 visits annually. There is very good specialist support available and double physician coverage for most of the day and evening hours. PRH has excellent…
Added 1 hour ago
HM
Psychiatry
Health Match BC
Mission, BC
- Full-time
Fellowship of the Royal College of Physicians and Surgeons of Canada (FRCPC) in Psychiatry or equivalent specialist qualifications recognized for licensure in British Columbia.
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Other Benefits/Incentives 5000$ signing bonus upon signing a 1 year 24 hour per week contract.
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
Vacation Leave Not paid Other Benefits/Incentives Working with a team that includes three clinic in Kelowna, Good cross covering among doctors and PCN nurses nurse available as well. Very…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Kelowna, BC
- Full-time
The local community hospital offers strong specialist support, with most specialties and subspecialties available, along with state-of-the-art diagnostic services and treatment facilities.…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
Williams Lake, BC
- Full-time
Onsite access to lab, ultrasound, and specialist support
Added 2 hours ago
HM
General Surgery
Health Match BC
Williams Lake, BC
- Full-time
…stabilization unit. There is 24-hour general surgery and obstetrical specialist coverage, full-time radiology, and a pediatric specialist. There are also visiting ophthalmology,…
Added 2 hours ago
HM
Family Practitioner/General Practitioner
Health Match BC
100 Mile House, BC
- Internship
…the exception of interventional Cardiology. We have access to specialist advice electronically within the hospital…
Added 2 hours ago
BT
Controller
Baker Tilly Canada
Windsor, ON
- Full-time
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 2 hours ago
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Internal Medicine
Health Match BC
Kelowna, BC
- Full-time
…close-knit community, is seeking a Clinical Immunology & Allergy Specialist to join our healthcare team as a permanent or locum…
Added 2 hours ago
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Full-Stack Developer (1-Year Contract)
Baker Tilly Canada
Vancouver, BC
- Contract
…strong relationships. From audit and tax to consulting and specialist advisory services, we help clients navigate complexity and seize opportunity with…
Added 4 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Accounting Operations within VP Finance is currently seeking a Full-time Limited Term Accounting Operations Accounting Specialist for approximately 6 months.
Added 7 hours ago
NB
Banking Advisor
National Bank of Canada
Sainte-Agathe-des-Monts, QC
- Full-time
Refer your clients to your specialist colleagues for their specific needs.
Added 9 hours ago
G
General Manager in Training
Groundworks
Burlington, ON
- Full-time
Groundworks, North America's leading and fastest-growing foundation repair and water management specialist, is growing and we’re looking for leaders who want more than a title - they want…
Added 13 hours ago
Senior Trade Compliance Specialist
CCM Hockey
Montreal, QC
CCM Hockey is looking for a Senior Trade Compliance Specialist to run our global trade compliance program day to day and continuously improve it. You'll report directly to the Director,…

BMO

Investment Centre Advisor

Saint John, NB, Canada
Fredericton, NB, Canada
Halifax, NS, Canada
Nova_Ctr, Canada

$45,000.00 - $95,000.00 · Full-time

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Job details

Pay: $45,000.00 - $95,000.00
Job type: Full-time
Apply by: Oct 29, 2026
Experience: Typically 5-10 years of relevant investment advisory, wealth management, financial planning, or related experience.
Posting language: English
Posted: Oct 15, 2026

Original job description

Application Deadline:

10/28/2026

Address:

1675 Grafton Street

Job Family Group:

Wealth Sales & Service

A client-focused role, committed to managing and growing client relationships through the delivery of service and advice. Responsible for building, managing and growing a portfolio of mass affluent client relationships through holistic financial planning, investment advice, and proactive business development. The advisor partners closely with Private Wealth, branch, and referral teams to acquire, retain, and deepen relationships with mass affluent households ($100K to $1MM investable assets), with primary emphasis on clients under $500K.

This role serves clients with sophisticated but scalable advice needs, helping them achieve their financial goals through investment management, retirement planning, tax-efficient strategies, budgeting support, and select insurance solutions. Advisors are expected to drive asset growth through client referrals, client migration opportunities, and strategic relationship-building activities while delivering an exceptional client experience.

Key Accountabilities

Client Relationship Management

Build trusted, long-term relationships with mass affluent individuals and households.
Deliver personalized financial advice and investment guidance aligned to clients' objectives, risk tolerance, and life-stage needs.
Conduct comprehensive discovery and financial planning conversations covering retirement, wealth accumulation, cash flow management, and other client priorities.
Educate clients on investment strategies, portfolio construction, managed solutions, associated risks, and performance expectations.
Deliver a consistent and exceptional client experience through proactive service, regular reviews, and ongoing relationship management.
Retain and grow existing client relationships through effective advice and service delivery.

Business Development & Portfolio Growth

Develop and execute strategies to acquire new assets and deepen wallet share within assigned client portfolios.
Generate new business through client referrals, internal partnerships, and targeted business development activities.
Leverage firm-sponsored client migration programs to onboard and develop relationships with eligible clients.
Identify opportunities to consolidate off-book assets and strengthen overall client relationships.
Build and maintain relationships with internal referral partners across retail banking, Private Wealth, and other business units.
Support achievement of growth objectives related to assets under management, revenue, and client acquisition.

Investment Advice & Financial Planning

Develop and recommend investment strategies using managed solutions, ETFs, mutual funds, individual securities, and other approved wealth management solutions.
Provide holistic financial planning and advice, including retirement planning, tax-efficient investing, budgeting support, and select insurance solutions.
Monitor client portfolios and provide proactive recommendations based on changing market conditions and client circumstances.
Explain complex financial concepts in a clear and engaging manner.
Ensure recommendations are suitable, compliant, and aligned with regulatory requirements.

Collaboration & Partnership

Collaborate with branch, Private Wealth, and specialist partners to deliver integrated client solutions.
Identify opportunities to refer clients requiring specialized services such as Private Banking, advanced wealth planning, insurance, trusts, estate planning, or high-net-worth advisory solutions.
Work closely with sales leaders and support teams to improve advisor productivity and client outcomes.
Contribute to a culture of collaboration, client-centricity, and continuous improvement.

Risk & Compliance

Conduct all sales and service activities in accordance with regulatory requirements, firm policies, and industry standards.
Maintain accurate client records and documentation.
Protect the confidentiality of client and organizational information.
Escalate complex client situations and risk concerns as appropriate.
Adhere to all regulatory, compliance, and risk management requirements.

Success Measures

Client retention and satisfaction.
Financial planning activity and client engagement.
Referral generation and referral conversion.
Revenue growth and profitability.
Compliance and risk management outcomes.
Collaboration with internal partners.
Growth in assets under management.
New asset acquisition and asset consolidation.

Qualifications

Education & Experience

Typically 5-10 years of relevant investment advisory, wealth management, financial planning, or related experience.
Post-secondary education in business, finance, economics, or a related discipline, or equivalent combination of education and experience.
Experience managing and growing client relationships within the mass affluent or emerging affluent segment is preferred.
Proven track record of business development and relationship growth.

Licensing & Professional Designations

Canadian Securities Course (CSC).
Conduct and Practices Handbook (CPH).
Wealth Management Essentials (WME), or willingness to complete within a specified time frame.
Completion of all applicable continuing education requirements.
Professional Financial Planning (PFP), CFP, or willingness to obtain preferred.

Knowledge & Skills

Strong investment and wealth management expertise.
Financial planning and needs-based advisory skills.
Business development and client acquisition capabilities.
Relationship management and networking skills.
Strong communication, presentation, and influence skills.
Analytical and problem-solving abilities.
Data-driven decision-making capability.
Ability to work independently while collaborating effectively across teams.
Strong understanding of regulatory and compliance requirements.

Salary:

$45,000.00 - $95,000.00

Pay Type:

Salaried & 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

The advisor is responsible for managing and growing a portfolio of mass affluent client relationships through holistic financial planning and proactive business development. They partner with internal teams to deliver personalized investment advice and ensure an exceptional client experience while meeting growth and revenue objectives.

Requirements

Candidates should have 5-10 years of experience in investment advisory or wealth management and hold relevant certifications like the CSC and CPH. A post-secondary education in business or finance is required, along with a proven track record in business development and relationship management.

Skills

Financial planning
Investment advice
Business development
Relationship management
Portfolio management
Wealth management
Retirement planning
Tax-efficient strategies
Client acquisition
Communication
Presentation
Analytical skills
Problem-solving
Regulatory compliance
Networking

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

Wealth Management
Financial Planning
Investment Advisory
Mass Affluent
Business Development
Portfolio Growth
CSC
CPH
WME
PFP
CFP
Asset Management
Retirement Planning
Tax-efficient Investing
Managed Solutions
ETFs
Mutual Funds
Regulatory Compliance
Risk Management
Financial Services
Banking
Private Wealth
Client Acquisition
Wallet Share
Financial Goals
Investment Strategies
Performance Expectations
Data-driven Decision-making
Relationship Building

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