Private Wealth Investment Advisor: Grow a HNW Practice

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

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.