Developing Investment Advisor, BMO Nesbitt Burns

Bank N.A.; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

Bank N.A. in Toronto seeks an experienced Investment Advisor to build and manage a high-net-worth client practice. You will deliver personalized investment advice, deepen client relationships, and collaborate with BMO Nesbitt Burns and partners to achieve growth objectives.

You will work with senior advisors, prepare financial plans, and support business development through referrals and community engagement in the GTA Private Wealth region.

Qualifications

• 5+ years of experience in wealth management, financial planning, private banking, investment sales, or a related client-facing advisory role.
• Current registration as Registered Representative (RR) or Investment Representative with CIRO is required.
• CFP or CIM designation is an asset.
• Experience working directly with investment clients and supporting portfolio management, financial planning, or wealth advisory activities.
• Demonstrated ability to develop client relationships and identify opportunities to grow assets under administration and share of wallet.
• Interest and aptitude for business development, networking, and building a future Investment Advisor practice.

Responsibilities

• Support client growth objectives by engaging in sales, business development and marketing activities (prospecting, networking, seminars).
• Prepare and execute client portfolio reviews with meeting prep, reports, and client communication.
• Provide advice on investment concepts, wealth plans, and related offerings.
• Escalate complex or unresolved client situations and complaints; ensure timely service.
• Collaborate with internal and external stakeholders to deliver on business objectives.
• Develop business with clients and prospects using proactive selling and community involvement.

Skills

Wealth management

Financial planning

Investment sales

Private banking

Client relationship

Networking

Education

RR registration (CIRO)

Investment Representative (CIRO)

Certified Financial Planner (CFP)

Chartered Investment Manager (CIM)

Job description

Application Deadline:

12/03/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

This role is designed for experienced wealth professionals who aspire to build a successful Investment Advisor practice. A client-focused role, committed to managing and growing relationships with high-net-worth and ultra-high-net-worth clients through the delivery of personalized service and investment 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 BMO Nesbitt Burns, BMO partners and the community to build relationships and deliver the desired client experience.

Partners with experienced Investment Advisor(s) to build and nurture relationships with COIs and business partners, gaining exposure to business development and client acquisition strategies.

• 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.
• 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:

• 5+ years of experience in wealth management, financial planning, private banking, investment sales, or a related client-facing advisory role.
• Current registration as Registered Representative (RR) or at minimum, Investment Representative (IR) with CIRO is required.
• Certified Financial Planner (CFP) or Chartered Investment Manager (CIM) designation is an asset .
• Experience working directly with investment clients and supporting portfolio management, financial planning, or wealth advisory activities.
• Demonstrated ability to develop client relationships and identify opportunities to grow assets under administration and share of wallet.
• Interest and aptitude for business development, networking, and building a future Investment Advisor practice.

The GTA Private Wealth region encompasses offices located in Downtown Toronto, Midtown Toronto, North York, Markham & Oak