Investment Centre Advisor
BMO — 3 Locations
Posted 2026-10-15
Application Deadline: 10/28/2026 Address: 1675 Grafton 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. Responsible for building, managing and growing a portfolio of mass affluent client relationships through holistic financial planning, investment advice, and proactive business development. The advisor partners closely with Private Wealth, branch, and referral teams to acquire, retain, and deepen relationships with mass affluent households ($100K to $1MM investable assets), with primary emphasis on clients under $500K. This role serves clients with sophisticated but scalable advice needs, helping them achieve their financial goals through investment management, retirement planning, tax-efficient strategies, budgeting support, and select insurance solutions. Advisors are expected to drive asset growth through client referrals, client migration opportunities, and strategic relationship-building activities while delivering an exceptional client experience. Key Accountabilities Client Relationship Management Build trusted, long-term relationships with mass affluent