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.
A dedicated team to help you deliver a more polished and tailored level of client service.
A dedicated Lending Specialist Team to assist you in putting together and/or writing deals with access to customized lending and deposit strategies.
Unprecedented support from Market Leaders (Branch Managers) who are committed to helping you serve your clients and develop your book of business.
Seamless client onboarding system.
Resources to promote new business opportunities.
Join Us
Opportunities Through BMO
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.
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.
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.
The largest approved tech budget in the history of the business
Enhanced digital client onboarding and documentation management systems
Read more
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
Partnered with a leading-edge governance structure that includes in-house resources and external partnerships
Access to world-class money managers (over 70 mandates)