Investment Advisor
Bank of Montreal
Investment Advisor
Bank of Montreal
Runs Canadian and US banks for people and firms
Application Deadline:
Address:
100 King Street WestJob Family Group:
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.
The GTA Private Wealth region encompasses offices located in Downtown Toronto, Midtown Toronto, North York, Markham & Oakville.
Salary:
Pay Type:
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, 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.
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. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.
Runs Canadian and US banks for people and firms
Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.
Explore more opportunities at Bank of Montreal