Our Private Wealth team in Midtown Toronto consists of growth-minded individuals who choose to work in a professional environment with a partnership philosophy and who place client interests first. We value and recognize individual excellence, and emphasize a culture of support where our professionals can excel and grow their practice.
As a leadership team, we partner in your practice, and are excited to invest in teams that redefine and elevate client experience, industry game-changers, practices that prioritize bringing the full suite of Wealth Management offerings to clients, and those who are passionate about supporting clients as a trusted advisor or banker for all of their financial and wealth needs with a team or partnership mentality.
If this sounds like where you’d like to establish your practice for long term success, then please reach out at sian.canavan@bmo.com, 416-520-7233, to learn more about joining our winning team.
Join one of Canada’s largest and most well-established investment firms and serve your clients with distinction in a collaborative environment. BMO Private Wealth is growing fast and seeking Investment Advisors, Investment Counsellors and Private Bankers.
BMO Private Wealth brings together two of Canada’s most reputable and well-established firms – BMO Nesbitt Burns, one of North America’s leading full-service investment firms, and BMO Private Banking, Canada’s best Private Bank1 – to profoundly enhance our client’s expectations and goals. We are both entrepreneurial and collaborative, working seamlessly together in the best interest of our clients in a culture of openness, teamwork and diversity. We strongly believe in the power of the advisor-client relationship.
The flexibility and autonomy to run your practice the way you want. Support and resources from an impressive multi-disciplinary network of BMO high net worth experts focussed on private wealth services. Help expanding easily into more sophisticated service offering, building your business and enjoying a rewarding and successful career. A digital client onboarding process. Best in-class training, mentoring program and practice management support. Customized marketing support, featuring website development and best practices for digital and social marketing
Join Us
Opportunities Through BMO
Integration of Nesbitt Burns with Private Banking and Trust
The integration of our full-service brokerage (BMO Nesbitt Burns) and Private Banking businesses in 2019 established local teams that include investment professionals, Private Bankers and Trust professionals working together to support mutual clients.
Commercial and Retail partnerships
Connect with professionals across BMO’s lines of business to identify if there are opportunities to expand the overall client relationship and onboard new assets.
U.S. Banking and Wealth Management
With a large footprint north and south of the border, we can support your clients that live, work, or travel in the U.S. Private Wealth’s clients with U.S. banking needs are supported by a dedicated team to ensure a consistent and predictable level of service.
Access to Highly Integrated Systems & Technology Options
The largest approved tech budget in the history of the business. Enhanced digital client onboarding and documentation management systems
Access to Leading Research and Investment Solutions
BMO Nesbitt Burns Portfolio Advisory Team provides professionals with the advice and information they need for making insightful recommendations to clients. Specialized experts in Canadian Equities, U.S. Equities, investment funds, closed-end funds, exchange-traded funds and technical analysis
Access to a Unified Professionally Managed Investment Portfolios
Partnered with a leading-edge governance structure that includes in-house resources and external partnerships
Access to world-class money managers (over 70 mandates)