Investment Advisor, Nesbitt Burns

Application Deadline: 08/14/2026
Address: 2340A boulevard Lapiniere
Job Family Group: Wealth Sales & Service

Responsibilities

The successful candidate will be responsible for business development and client base expansion within the Asian community on the South Shore of Montreal area, with a focus on building long‑term relationships and growing assets under management. A client‑focused role, committed to managing and growing client relationships through the delivery of service and advice.

• Assesses individual client investment needs to provide professional, customized investment‑related advice, sales and service.
• Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals.
• Develops and retains long‑term client relationships and delivers an exceptional client experience.
• Identifies and makes referrals to other business groups.
• Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
• Directly impacts the achievement of business unit objectives for number of clients and assets under management.
• Develops, maintains and executes a business plan to support growth and retention of clients through relationship management and customized investment strategies.
• Responds to, and resolves, complex client inquiries and escalations.
• Uses professional judgment to develop and recommend investment strategies for client to achieve financial goals.
• Builds effective relationships with internal/external stakeholders, ensuring alignment between stakeholders.
• Monitors and tracks performance, and addresses any issues.
• Manages databases and provides support for analysis, forecasting and/or data visualisation, ensuring adherence with data governance standards.
• Provides input into the planning and implementation of operational programs.
• Develops business with clients / prospects using proactive selling and marketing techniques such as telemarketing, networking, seminars, community involvement.
• Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.
• Supports branch or team business objectives by identifying opportunities that optimise profitability, increase share of wallet and improve client loyalty.
• Identifies gaps, issues and best practices by monitoring of sales and service performance against plans.
• Supports the development and execution of the business strategy and business planning activities.
• Fulfils client sales and service activities in compliance with regulatory requirements.
• Maintains the confidentiality of client and Bank information.
• Adheres to internal risk mitigation policies and industry rules/regulations.
• Exercise judgment to identify, diagnose and solve problems within given rules while protecting the bank using the Risk Management Framework.

Qualifications

• Typically between 5 – 10 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.
• Fluency in Mandarin (spoken and written) is required; proficiency in French and English is also required.
• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills – In‑depth.
• Collaboration & team skills – In‑depth.
• Analytical and problem‑solving skills – In‑depth.
• Influence skills – In‑depth.
• Data‑driven decision making – In‑depth.

Salary

Pay Type: Commission. 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. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

Benefits

• Health insurance.
• Tuition reimbursement.
• Accident and life insurance.
• Retirement savings plans.
• Performance‑based incentives and discretionary bonuses.
• Other perks and rewards.