Investment Advisor

Responsibilities

• Build, manage, and grow a portfolio of multi-generational client relationships delivering bespoke investment advice.
• Develop and execute a business plan focused on growth, client retention, and deepening relationships.
• Construct and manage portfolios using professional judgment and disciplined investment processes.
• Collaborate with internal partners across Private Banking, Commercial Banking, and Wealth Planning to deliver a holistic client experience.
• Actively develop new business through networking, referrals, and proactive marketing efforts.
• Ensure all activities meet regulatory requirements and internal risk management standards.

Requirements

• 5–10 years of relevant experience in investment advisory, wealth management, or a related field.
• Registration as a Registered Representative (RR) and completion of CIRO Continuing Education requirements.
• Strong business development mindset and a self-starter mentality.
• Proven analytical, communication, and problem-solving skills.
• A client-first philosophy and commitment to operational excellence.

Preferred Qualifications

• Professional financial planning designation (PFP).
• Progress toward advanced credentials such as CFP®, CIM®, or CFA®.

Benefits

• Autonomy to build your own practice supported by the BMO Nesbitt Burns brand.
• Access to industry-leading technology, investment solutions, and a team of planning professionals.
• A supportive, inclusive, and collaborative high-performance culture.
• Comprehensive wealth management resources and internal specialist support.
• Note: This is a 100% commission-based role with the possibility for a temporary base salary.

About the Company

BMO Nesbitt Burns is a leading wealth management firm that partners in the success of its Investment Advisors. We invest strategically in industry-leading technology and build exceptional teams of professionals to support our advisors in growing their practices. At BMO, we are driven by a shared purpose: to Boldly Grow the Good in business and life.