1501 McGill College Avenue Wealth Sales & Service BMO Nesbitt Burns has been a cornerstone of Canada’s investment industry for more than a century, with roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model spanning Investment Management, Private Banking, Wealth Planning, and Trust & Estate.

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. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience. Supports client growth objectives set by team/lead advisor by proactively engaging in sales, business development and marketing activities including, but not limited to, telephone prospecting, community, networking, seminars, campaigns.

Prepare and executes on client portfolio reviews as directed by the lead advisor including meeting preparation, report generation, client communication and conducting investment research or generating proposals as appropriate. Contacts clients to explain and executes investment concepts, wealth plans,



and supports the recommendation and delivery of other wealth management offerings to clients as directed by the lead advisor(s). Escalates complex or unresolved client situations and complaints.

Prepares financial plans for clients to meet common financial goals, e.g., retirement. Provides appropriate advice around what is requested regarding tax efficiency, legal implication, financial impact, and fees involved or engages appropriate partners. Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.

Assists in creating new investment portfolios and identifies changes to be made. Manages the efficient and effective running of the support office; Develops business with clients / prospects using proactive selling and marketing techniques (e.g. telemarketing, networking, seminars, community involvement). Explains and executes investment concepts, portfolio construction and management, and other wealth management strategies.

Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans. Fulfills 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. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role,



in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.

Financial planning designation (IPF) is important. CIM or CFA certification would be an compelling asset. This position includes competitive-based pay, and the overall earning potential is impacted by a variable incentive structure.

Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs.

From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

📌 Investment Associate, Wealth Management, Nesbitt Burns (Montreal)
🏢 BMO Financial
📍 Montreal