Accounting & Finance

Mass Affluent Investment Advisor

BMO

Fredericton · New Brunswick · Canada

Guide mass affluent clients through investment advice and holistic financial planning in this client-focused wealth sales position at BMO.

The Investment Advisor manages and grows relationships with households holding $100K to $1MM in investable assets. You will provide scalable advice for investment management, retirement planning, tax-efficient strategies, budgeting, and select insurance solutions. The role emphasizes clients under $500K.

Key Responsibilities:

  • Build trusted relationships with mass affluent households
  • Deliver personalized investment guidance and financial planning
  • Acquire assets through referrals and migration programs
  • Monitor portfolios and recommend proactive changes
  • Collaborate with branch and Private Wealth partners

Requirements:

  • Typically five to ten years of relevant experience
  • Post-secondary education in business, finance, or economics
  • Canadian Securities Course and Conduct Practices Handbook
  • Wealth Management Essentials or willingness to complete
  • Strong investment, communication, and compliance expertise

Apply investment advisory, relationship management, and business development skills to grow BMO client portfolios and deliver suitable advice.

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Reference: WJ-4703_9434994

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