Why become a BMO Nesbitt Burns Investment Advisor?
You can be part of the BMO Nesbitt Burns team. We’re looking for men and women who thrive in an entrepreneurial organization where Investment Advisors form the core of the business.
As a BMO Nesbitt Burns Investment Advisor, you’ll play a key role in helping clients reach their financial goals. Your dedication and professionalism will make a difference in your life, and the lives of others.
A career as a BMO Nesbitt Burns Investment Advisor is rewarding and challenging. As an advisory firm run by successful advisors, we highly value our Investment Advisor team. When you join that team, you’ll become part of an organization that cares deeply about people and is driven by the will to succeed and the pride we take in our professionalism.
We’ll provide the support you need to succeed. As a BMO Nesbitt Burns Investment Advisor, you’ll take advantage of our best-in-class solutions, research, training and technology. And you’ll have the backing of the extensive resources of BMO Financial Group.
The Investment Advisor opportunity
What does it take to be a successful BMO Nesbitt Burns Investment Advisor? Men and women who thrive as Investment Advisors generally come from business development backgrounds in banking, sales or marketing. They often have 10 or more years of success in their current career, and are looking for new challenges.
Perhaps you don’t have a background in financial services but you are a leader in your community or industry. Having a solid reputation among your peers and associates lends itself to building a clientele and successful business as a BMO Nesbitt Burns Investment Advisor.
Our training program
We’ll train you for success. Our 12-month training program will equip you with the knowledge and skills to build client relationships that exceed expectations.
We put a great deal of time and effort into training our Investment Advisors because of two key beliefs that help form the foundation of our Investment Advisor team:
- Anyone attempting to build a business needs time and exposure to the experts in the field.
- To provide wise investment advice, you must know the right questions to ask and have a thorough understanding of the products and services you offer.
We employ more than 120 experts who provide the knowledge and skills required to be a BMO Nesbitt Burns Investment Advisor. They’ll help you develop a targeted business plan to take maximum advantage of your career with us and to provide you with the sales and prospecting skills that are essential to successfully build your business.
Our mentoring program
We’ll do more than teach you. We’ll show you how the experts do it. You’ll work with, and learn from, Investment Advisors who have already established successful careers with BMO Nesbitt Burns. A one-on-one coaching relationship with a successful Investment Advisor is a key component of our training program. You’ll work closely with an Investment Advisor at your BMO Nesbitt Burns branch.
As you hone the focus of your practice through this partnership, you’ll have the opportunity to build a foundation for your own business, based on your unique skills and interests.
Our training and mentoring programs will provide insight into whatever focus interests you, including:
- Portfolio management
- Financial, estate and insurance planning
- Working with a wide range of clients, from business owners to professionals, including individuals with high net worth portfolios
You’ll learn both the art and the science of being a successful BMO Nesbitt Burns Investment Advisor.
The art
- Consultative fact-finding skills
- Communications and presentation
skills - Building and managing a business
- Target marketing
- Ethics and professional conduct
The science
- Capital markets
- Asset allocation theory
- Securities valuation
- Portfolio analysis and construction
- Financial, estate and insurance planning
- Product and service solutions
- Systems applications
| Graduates | |||||
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Individuals bring a broad range of expertise with them when they enter the Investment Advisor Training Program. Roll your mouse over the pictures below to find out what some of our graduates have to say about their role as an Investment Advisor.
Terri Szego, MBA, CFA, APM Leo Johnson |
Apply now
If you’re interested in pursuing a career as a BMO Nesbitt Burns Investment Advisor, we’d like to hear from you. We are especially interested in adding to our roster of women advisors, in order to meet the needs of our expanding female clientele. Women control more wealth and are more involved in financial decisions than ever before. In fact, women have become the dominant force in small-business ownership.
- Send us your current résumé by email, or
- Complete the Personal Profile form if you are without a current résumé.
