Why become a BMO Nesbitt Burns Investment Advisor?
Be part of the BMO Nesbitt Burns team! We are looking for talented people who thrive in an entrepreneurial organization where Investment Advisors form the core of our 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 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 its people and is driven by the will to succeed. We take great pride in our professionalism.
We 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.
What makes us unique?
The support structures that we provide our developing Investment Advisors is primarily what sets us ahead of the rest. What does this mean to you?
- Training: With our best-in-class training program, BMO Nesbitt Burns provides a strong foundation to build a financial planning and wealth management practice.
- Mentorship: Benefit from working closely with an experienced Investment Advisor who will help you build a successful practice.
- Diversity: BMO is an industry leader in Diversity & Inclusion. Our commitment to diversity makes Nesbitt Burns a rewarding place to work and enables us to thrive within a diverse marketplace.
- Compensation: A compensation model that offers on-going support as you build your business.
- Networking: Exposure to senior management and senior Investment Advisors.
- Resources: Among the wealth of resources from BMO Financial Group, BMO Nesbitt Burns has many subject matter experts who will help to ensure that all of your clients financial needs are met.
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
Former Mining Engineer and Investment Banking Analyst, Toronto, Ontario
Terri was attracted to the Investment Advisor opportunity because she knew from her experience as an analyst that she liked the industry, wanted the chance to build her own business and liked the lifestyle flexibility and rewards offered by the career.
"I like that I have control. I can have a home office and I'm free to go to my kids' soccer games if I choose. I can decide on the clients I want to work with and I can choose how to run my business which in my case is a broad based holistic approach.
Former Banker, Fredericton, N.B.
Before joining our Investment Advisor Training Program,
Leo was a career banker with the BMO Bank of Montreal, Royal
Bank and Royal Trust. He is a graduate of Trinity Western
"The most rewarding part of my career has always
been the satisfaction of watching financial plans materialize
for my clients, whether they have been establishing a home
or successfully transitioning into retirement. The role
of Investment Advisor allows me to stay involved with clients
all day long, on a one-on-one basis."
Formerly the Managing Partner, Hughes LeBel Chartered
Accountants, Ottawa, Ontario
Before joining BMO Nesbitt Burns, Rick was a Managing
Partner for Hughes LeBel Chartered Accountants. He currently
works as an Investment Advisor in Ottawa, Ontario.
"I was attracted to this career because it allowed
me to build on the services I had provided to my clients
as a CA, with particular emphasis on financial planning,
retirement planning and security selection.
"Over 80% of the accounts I have opened originated
from my former client base. They knew me and were familiar
with the type of services I provided. Perhaps most important,
they trust me."
Michael Lem CMA, CFP
Chair, Financial Planners Standards Council, Toronto,
Michael is Chair, Financial Planners Standards Council.
He is a graduate of the University of Toronto.
"I was attracted by BMO Nesbitt Burns' reputation
for professionalism. The relationship with the BMO Bank
of Montreal has allowed me to better serve my clients through
access to other bank services. Usually, I am able to provide
my clients with one seamless financial package."
Former Financial Planner, Laval, Quebec
Martan's experience as a Financial Advisor/Planner with Royal Trust, RBC and BMO Bank of Montreal plus a Masters Degree in Finance and the CFP designation prepared him extremely well for the challenges of the Investment Advisor role.
"My mentor during the 18 month program, Branch manager Jacques Lalonde, was a key to getting established. He was always available and a great source of insight into developing long lasting client relationships, especially in difficult markets."