Investment Advisor, BMO Nesbitt Burns

Bank N.A.; Toronto; On-site; CAD 120,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plan

Job summary

BMO Nesbitt Burns is seeking an Investment Advisor to build and grow a bespoke wealth management practice for high-net-worth individuals, families and business owners in the GTA. You will leverage the BMO platform to deliver comprehensive advice and long-term client relationships.

Role emphasizes growth, client service excellence, and collaboration with internal partners to deliver a one-team experience while meeting regulatory requirements and risk standards.

Qualifications

• 5–10 years of experience in investment advisory or wealth management.
• Registration as a Registered Representative (RR) and CIRO Continuing Education requirements.
• Professional financial planning designation preferred (PFP or progress toward CFP/CIM/CFA).
• Strong business development mindset and ability to build long-term relationships.

Responsibilities

• Build and grow a portfolio of multi-generational client relationships with bespoke investment advice.
• Deliver an exceptional client experience by understanding goals and educating on strategies and risks.
• Develop and execute a business plan focused on growth, retention, and deepening relationships.
• Collaborate with internal partners to provide comprehensive wealth management solutions.
• Support regulatory requirements and ensure risk management standards.

Skills

Client relationships

Business development

Financial planning

Communication skills

Analytical skills

Education

RR Registration

PFP/CFP/CIM/CFA in progress

Job description

Application Deadline: 12/03/2026

Address: 100 King Street West

Job Family Group: Wealth Sales & Service

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. If this sounds like the environment where you would like to establish or evolve your practice, we want to talk to you.

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.

To be successful

• 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.

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. 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,