Find work in Canada.

A simpler way to find your next job.

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added just now
C
Senior Manager, Project Design & Project Management
CertainTeed
Woodbridge, ON
- Full-time
Reporting to the General Manager, Decoustics, Wood, this role serves as a key integrator across Project Management, Operations, Estimating, and Product Development, ensuring client…
Added just now
HG
Fund Admin - Associate Director
HC Global Fund Services, LLC
Toronto, ON
- Full-time
…determined by the Director and Executive Director. The position is client-service oriented, with 70% of responsibilities dedicated to client service (CS) activities, while the remaining 30%…
Added 2 mins ago
I
Client Delivery Manager
Insight
Calgary, AB
- Full-time
The Client Delivery Manager will focus on successful customer experiences and will directly interact with our customers, Service Delivery, Practice teams, and Sales to deliver the highest…
Added 14 mins ago
RT
Information Technology Product Manager
Rang Technologies Inc
Toronto, ON
- Contract
Position: Senior Specialist - IT Product Manager
Added 14 mins ago
TU
Safety Planning Specialist
The University of British Columbia
Vancouver, BC
- $6,949.92 to $9,992.5 CAD / month
- Full-time
The Safety Planning Specialist reports to the Senior Manager, Threat Management Program, and assists with the administrative and operational management of the departmental objectives. This…
Added 14 mins ago
CH
Winter 2026/27 - Massage Practitioner
CMH Heli-Skiing & Summer Adventures
BC · British Columbia, Canada
- Full-time
An opportunity to grow and learn in a work environment that promotes feedback and development.
Added 14 mins ago
HC
Bilingual Account Manager
Hilti Canada
Montreal, QC
- Full-time
Time and Territory Management (TTM) - creating a daily schedule (including presence on jobsites and client offices) to optimize client potential and sales productivity by zone territory
Added 14 mins ago
HC
Account Manager
Hilti Canada
Mississauga, ON
- Full-time
Time and Territory Management (TTM) - creating a daily schedule (including presence on jobsites and client offices) to optimize client potential and sales productivity by zone territory
Added 30 mins ago
PM
Activity Instructor 2
Prairie Mountain Health
Brandon, MB
- Full-time
The Activity Instructor II (AI2) works under the direction of the Manager/Supervisor, Mental Health Services to provide mobile community based services for persons with mental health…
Added 30 mins ago
AC
Consultant En Audit TI
Aston Carter
Montreal, QC
- $35 to $75 CAD / hour
- Contract
For more candidates, contribute to engagement management, client development, and team mentorship.
Added 30 mins ago
CH
Resident Services and Winter Respite Youth Worker
Covenant House Toronto
Toronto, ON
- Full-time
Assist with the development of a plan that addresses the expressed needs and goals of the client, in conjunction with them and the Case Manager.
Added 30 mins ago
LH
Coordinator
Lookout Housing and Health
Vancouver, BC
- Full-time
…shelter, and outreach programs. Under the direction of the Program Manager, this position provides operational oversight to ensure clientele receive pertinent services while supporting the…
Added 30 mins ago
AD
Bilingual Billing Associate (English/French) (Barrie, ON)
Antech Diagnostics
Barrie, ON
- Full-time
…of individuals who are committed to each other’s growth and development. Our culture is centered on our guiding philosophy, The Five Principles: Quality, Responsibility, Mutuality,…
Added 33 mins ago
Operations - Assistant Site Manager (Everclean)
Kandor
Burnaby, BC
…seeking a driven, hands-on, and people-first Assistant Site Manager to join our team at one of Burnaby's most vibrant and high-profile retail destinations. This is your opportunity to lead…
Added 1 hour ago
R
Director EIAM Strategy &Technical Product Management (Global Security)
RBC
Toronto, ON · Vancouver, BC
- Full-time
This role demands a technologist with proven hands-on experience designing and implementing complex identity systems, not a product manager focused on go-to-market or business development.
Added 1 hour ago
Coordinator
Lookout Housing and Health Society
Vancouver, BC
…shelter, and outreach programs. Under the direction of the Program Manager, this position provides operational oversight to ensure clientele receive pertinent services while supporting the…
Added 1 hour ago
GO
Clerk 4
Government of Manitoba
Winnipeg, MB
- Full-time
We want our employees to thrive and grow, and are committing to investing in their development. We offer multiple avenues of support such as inhouse training, educational assistance and…
Added 1 hour ago
RB
Investment and Retirement Planning Assistant
Royal Bank of Canada
Harrison, MB · RUSSELL-BINSCARTH, Manitoba
- Full-time
…administrative service and support. You will provide responsive client contact management through telephone, fax and e-mail requests, as well as, develop relationships with service partners…
Added 1 hour ago
RB
Client Advisor Intern
Royal Bank of Canada
Burnaby, BC
- Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 1 hour ago
CI
Immigration Case Manager
Crossbridge Immigration Solutions
Canada
- Full-time
Crossbridge Immigration is hiring a full-time Immigration Case Manager in Mississauga. 🇨🇦
Added 1 hour ago
SC
Registered Pharmacy Technician
Stoakley-Stewart Consultants Ltd.
AB · Greater Edmonton Metropolitan Area
- Full-time
Working closely with the Pharmacy Manager, you will serve as the primary technical lead for sterile compounding activities, helping coordinate daily workflows, support team training and…
Added 1 hour ago
AC
Consultant En Audit TI
Aston Carter
Montreal, QC
- Contract
For more candidates, contribute to engagement management, client development, and team mentorship.
Added 1 hour ago
T
Senior Mobile Developer
Toast
Toronto, ON
- $130,000 to $200,000 USD / year
- Full-time
Added 1 hour ago
M
Crew Chief, Edmonton
Midwest
AB · Edmonton, AB
- Full-time
Working under the supervision of a Project Manager and/or Land Surveyor. Duties include, but are not limited to, the following:
Added 1 hour ago
YG
Lands & Resources Officer
Yuułuʔiłʔatḥ Government
BC · hitac̓u, British Columbia
- Full-time
Supports the development, implementation and monitoring of the Department of Lands and Resources strategic and operating plans.

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

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job