Application Deadline:
11/20/2026
Address:
1501 McGill College Avenue
Job Family Group:
Wealth Sales & Service
OPPORTUNITY TO JOIN AN EXCELLENCE-FOCUSED ADVISORY TEAM
Investment Advisor Associate Supporting the Lead Portfolio Manager
About BMO Nesbitt Burns
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. This integrated approach enables a more personalized client experience while giving team members exposure to a broad range of expertise, capabilities, and career paths. We foster a culture of collaboration, professionalism, and continuous growth-where individuals are supported to develop both personally and professionally while delivering exceptional outcomes for clients.
Position Overview
We are seeking a motivated and experienced Investment Advisor Associate to directly support the Lead Portfolio Manager within a high-performing and growing wealth management team.
This client-focused position is responsible for supporting the portfolio manager in managing and growing client relationships through professional, personalized advice and service. The successful candidate will assess clients' investment needs, explain investment strategies, associated risks and return expectations, and contribute to helping clients achieve their financial objectives.




The successful candidate will play a key role in preparing and executing portfolio reviews, supporting the discovery and financial planning process, assisting with trading in client accounts, onboarding new clients and restructuring accounts. We are seeking an already registered qualified who is self-directed and able to contribute quickly to the team's success.
Key Responsibilities

- Collaborate with team members to establish, maintain and deepen business relationships with existing clients.
- Prepare, coordinate and execute client portfolio reviews, including client calls, meeting scheduling, document preparation, follow-ups and record maintenance.
- Prepare client presentations
- Communicate with clients to discuss and update investment objectives and risk tolerance, and ensure portfolios are rebalanced as appropriate.
- Participate in the client discovery and financial planning process, and prepare plans addressing objectives such as retirement, succession, wealth transfer and tax efficiency.
- Support client objectives established by the team and assist in delivering appropriate investment advice.
- Support the Lead Portfolio Manager in implementing investment strategies and trading activities for client accounts.
- Coordinate and execute block trades for managed accounts in accordance with internal policies and regulatory requirements.




- Assist in constructing, reviewing and rebalancing investment portfolios and identifying required changes.
- Manage databases and provide analytical, forecasting and data visualization support while maintaining data governance standards.
- Manage the client onboarding process, account openings, asset transfers and restructuring of existing accounts.
- Provide appropriate guidance regarding tax efficiency, legal and financial implications and fees, or engage the appropriate partners.
- Collaborate with internal and external partners, BMO Private Wealth partners and centers of influence, including accountants, tax professionals and lawyers, to achieve business objectives.
- Support client communications, marketing and business development initiatives, and the team's community and client engagement activities.
- Partner with internal stakeholders to broaden client relationships and identify referral opportunities to other business groups.
- Draft market commentary and economic, financial or investment-related content when required.
- Identify new business opportunities among existing and prospective clients through proactive sales and marketing activities, including networking, seminars and community involvement.
- Explain and apply investment concepts, portfolio construction and management principles, and other wealth management strategies.
- Support branch and team objectives by identifying opportunities to optimize performance
- Help manage the efficient and effective operation of the support office and contribute to training new team members and branch support staff.
- Protect the confidentiality of client and Bank information

📌 Investment Associate, Supporting Lead Portfolio Manager (Montreal)
🏢 BMO Financial
📍 Montreal