Application Deadline:
04/16/2026
Address:
YSC - 4881 Yonge Street
Job Family Group:
Wealth Sales & Service
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. Identifies and makes referrals to other business groups. Works collaboratively within the market, BMO partners and the community to build relationships and deliver the desired customer experience.
- Partners with lead Investment Advisor(s) to build and nurture relationships with COI’s and business partners; working collaboratively within the team and with internal partners to identify opportunities for growth and deliver on client needs
- 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.
- Prepares 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.
- Provides advice to clients. 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.
- Executes work to deliver timely, accurate, and efficient service.
- Participates and supports the lead advisor(s) in preparation of annual business plans, execution and progress tracking aligned to growth objectives.
- 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.
- Collaborates with internal and external stakeholders to deliver on business objectives.
- 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.
- Assesses fees, determines overall household fees and coordinates with internal partners as applicable.
- Manages the efficient and effective running of the support office; trains new team members and branch support staff.
- 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.
- Supports branch or team business objectives by identifying opportunities that optimize profitability, increase share of wallet, and improve client loyalty.
- Identifies gaps, issues, and best practices by monitoring of sales and service performance against plans.
- Supports the development and execution of the business strategy and business planning activities.
- 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.
- Thinks creatively and proposes new solutions.
- Works mostly independently.
- Broader work or accountabilities may be assigned as needed.
- 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.
Qualifications:
- Minimum 5 years of relevant experience in wealth management, private wealth, or full-service brokerage environment and/or certification in related field of study or an equivalent combination of education and experience.
- CIRO Investment Representative (IR) licensed; RR licensing strongly preferred (or in progress)
- Strong understanding of investment products, account administration, and regulatory requirements
- Excellent client service, communication, and relationship‑management skills
- Ability to work independently in a fast‑paced, high‑touch private wealth environment
- Verbal & written communication skills -Advanced.
- Collaboration & team skills - In-depth.
- Analytical and prob