Guide mass affluent clients through investment advice and holistic financial planning in this client-focused wealth sales position at BMO.
The Investment Advisor manages and grows relationships with households holding $100K to $1MM in investable assets. You will provide scalable advice for investment management, retirement planning, tax-efficient strategies, budgeting, and select insurance solutions. The role emphasizes clients under $500K.
Key Responsibilities: Build trusted relationships with mass affluent households
Deliver personalized investment guidance and financial planning
Acquire assets through referrals and migration programs
Monitor portfolios and recommend proactive changes
Collaborate with branch and Private Wealth partners
Requirements: Typically five to ten years of relevant experience
Post-secondary education in business, finance, or economics
Canadian Securities Course and Conduct Practices Handbook
Wealth Management Essentials or willingness to complete
Robust investment, communication, and compliance expertise
Apply investment advisory, relationship management, and business development skills to grow BMO client portfolios and deliver suitable advice.

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📌 Mass Affluent Investment Advisor (New Brunswick)
🏢 BMO
📍 New Brunswick