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 Counselors 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.
Industry-leading advantages include:
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.
For investment professionals:
Access a robust suite of investment solutions and investment management platforms.
Open architecture that allows you to advise your clients objectively, based upon their needs.
Access to top-ranked research.
Unprecedented support from Market Leaders (Branch Managers) who are committed to helping you serve your clients and develop your business.
Sales support – assistance with client communications, client administration, marketing, and more.
For private banking professionals:
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.
1 2020 World Finance Award