Investment Advisor, BMO Nesbitt Burns

BMO; Toronto; On-site; CAD 120,000 - 250,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Nesbitt Burns is actively growing its Private Wealth team in the GTA region. You will build and grow a high-net-worth client advisory business, delivering comprehensive wealth management advice and bespoke investment strategies to individuals, families and business owners.

You will leverage the BMO platform and collaborate with internal partners to provide exceptional service while developing long-term client relationships in a high-performance, collaborative culture.

Qualifications

• 5–10 years of relevant experience in investment advisory or wealth management.
• Registration as a Registered Representative (RR) and CIRO CE requirements.
• PFP or progress toward CFP/CIM/CFA preferred.
• Strong business development mindset with a client-first focus.
• Analytical, communication, and problem-solving skills.

Responsibilities

• 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.
• Collaborate with internal/external stakeholders to deliver a one-team client experience and proactive selling.

Skills

Client relationship development

Sales experience

Analytical skills

Communication skills

Education

RR registration

CIRO CE requirements

PFP/CFP/CIM/CFA progress

Job description

Application Deadline

12/03/2026

Address

100 King Street West

Job Family Group

Wealth Sales & Service

Job Summary

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. 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.

Responsibilities

• 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 & Compensation

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.

• Health insurance


• Tuition reimbursement


• Accident and life insurance


• 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’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.

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.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

Who We Are

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.

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.