Application Deadline: 11/20/2026Address: 1501 McGill College AvenueJob Family Group:Wealth Sales & ServiceOPPORTUNITY TO JOIN AN EXCELLENCE-FOCUSED ADVISORY TEAM Investment Advisor Associate Supporting the Lead Portfolio ManagerAbout 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 current clients and restructuring accounts. We are seeking an already registered professional 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

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