Developing Investment Advisor, BMO Nesbitt Burns

BMO; Toronto; On-site; CAD 80,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO is seeking an experienced Investment Advisor to deliver personalized wealth management and investment guidance to high-net-worth clients in Canada. You will work to grow relationships, provide tailored investment plans, and coordinate with senior advisors and partners to meet client goals.

Responsibilities include portfolio reviews, educational guidance on strategies and risk, and proactive business development to expand assets under management within a collaborative team environment.

Qualifications

• 5+ years of wealth management or related advisory experience.
• Current registration as Registered Representative (RR) or Investment Representative (IR) with CIRO is required.
• CFP or CIM designation is an asset.

Responsibilities

• Manage and grow relationships with high-net-worth and ultra-high-net-worth clients.
• Provide investment advice and conduct portfolio reviews for clients.
• Collaborate with Investment Advisor(s) and internal partners to deliver wealth solutions.
• Identify referrals and business development opportunities to expand assets under management.
• Ensure compliance and deliver timely, accurate service to clients.

Skills

Client relationship development

Business development

Networking

Portfolio management support

Wealth advisory

Education

CIRO registration: RR/IR

CFP or CIM designation

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. BMO is committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter. The GTA Private Wealth region encompasses offices located in Downtown Toronto, Midtown Toronto, North York, Markham & Oakville. This role provides the opportunity to work alongside experienced Investment Advisors serving high-net-worth and ultra-high-net-worth clients across one of the largest and most diverse wealth markets in Canada.

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.

Salary:

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.

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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.