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-productive 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
- Strong investment, communication, and compliance expertise

Apply investment advisory, relationship management, and business development skills to grow BMO client portfolios and deliver suitable advice.

📌 Mass Affluent Investment Advisor (Fredericton)
🏢 BMO
📍 Fredericton