Investment Advisor Wealth Management
BMO
Build a high-net-worth advisory business with BMO Nesbitt Burns in the GTA, using portfolio management and comprehensive wealth advice. Serve clients through trusted relationships.As an Investment Advisor, you will advise high-net-worth individuals, families, and business owners. Build multi-generational relationships through financial planning, investment strategies, and exceptional service. Use the BMO platform and collaborate with Private Banking, Commercial Banking, Insurance, and Wealth Planning partners.Key Responsibilities:
Build and grow multi-generational client relationship portfoliosDeliver bespoke investment advice and wealth management strategiesConstruct and manage portfolios using disciplined processesDevelop business plans supporting growth and client retentionResolve complex client inquiries and escalationsRequirements:
Five to ten years of relevant advisory or wealth experienceSales experience in investment advisory or related fieldsRegistered Representative registration and CIRO Continuing Education completionProfessional financial planning designation or advanced credential progress preferredStrong analytical, communication, and problem-solving skillsApply investment advisory, portfolio management, and financial planning expertise while growing trusted wealth relationships through BMO Nesbitt Burns.
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Build and grow multi-generational client relationship portfoliosDeliver bespoke investment advice and wealth management strategiesConstruct and manage portfolios using disciplined processesDevelop business plans supporting growth and client retentionResolve complex client inquiries and escalationsRequirements:
Five to ten years of relevant advisory or wealth experienceSales experience in investment advisory or related fieldsRegistered Representative registration and CIRO Continuing Education completionProfessional financial planning designation or advanced credential progress preferredStrong analytical, communication, and problem-solving skillsApply investment advisory, portfolio management, and financial planning expertise while growing trusted wealth relationships through BMO Nesbitt Burns.
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Vacancy posted 1 hour ago
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