Investment Advisor, Nesbitt Burns
Job in
Brossard, Montérégie, Province de Québec, Canada
Listing for:
BMO
Full Time
position
Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Sales
Job Description & How to Apply Below
Location: BrossardFinal date to receive applications:
05/01/2026
Address:
2340A boulevard Lapiniere
Job Family Group:
Wealth Sales & Service
The successful candidate will be responsible for business development and client base expansion within the Asian community on the South Shore of Montreal area, with a focus on building long-term relationships and growing assets under management.
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.
Directly impacts the achievement of business unit objectives for number of clients and assets under management.Develops, maintains and executes a business plan to support growth and retention of clients through relationship management and customized investment strategies.Responds to, and resolves, complex client inquiries and escalations.Uses professional judgment to develop and recommend investment strategies for client to achieve financial goals.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance, and addresses any issues.Manages databases and provides support for analysis, forecasting and/or data visualization, ensuring adherence with data governance standards.Provides input into the planning and implementation of operational programs.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.Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.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:
Typically between 5 - 10 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience.Fluency in Mandarin (spoken and written) is required
; proficiency in French and English is also required.Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.Technical proficiency gained through education and/or business experience.Verbal & written communication skills
- In-depth.Collaboration & team skills
- In-depth.Analytical and problem solving skills
- In-depth.Influence skills
- In-depth.Data driven decision making
- In-depth.Salary:
Pay…
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