Investment Advisor, BMO Nesbitt Burns

BMO•Toronto, ON

12d•Onsite

About The Position

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. In Midtown Toronto, 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.

Requirements

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.
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.

Nice To Haves

Professional financial planning designation (PFP) or progress toward advanced credentials (e.g., CFP®, CIM®, CFA®) is an asset.

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.