Bank of Montreal
Investment Advisor, BMO Nesbitt Burns
Job Description
Application Deadline: 06/21/2026 | Address: 30 St. Clair Avenue West
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.
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 po...