Investment Advisor

• Training and Mentoring
• Compensation & Benefits
• Workplace Equity
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Career Centre

Training and Mentoring Program
"Knowledge and timber shouldn't be much used til they are seasoned."
~ Oliver Wendell Holmes

Proper training takes time…
Our 18 month training program is unique in the industry. We take that amount of time because we recognize two things about becoming successful in the advisory business.

First, anyone attempting to build a business needs time and exposure to the experts in the field.

Second, if you are going to provide wise investment advice to prospects and clients you have to know the right questions to ask and have a thorough understanding of the right products and services you have to offer.

To help you accomplish these things we employ over 120 knowledge and skills experts who will provide you with the education you need to be a BMO Nesbitt Burns Investment Advisor, assist you in the development of a targeted Business Plan to allow you to take advantage of the opportunities that already exist for you in the market, and ensure you have sales and prospecting skills to build your business.

Our Mentoring Program.
One of the hallmarks of the BMO Nesbitt Burns Training Program, is the one-on-one coaching relationship with a successful Investment Advisor from the Branch where you are located.

As you are deciding the focus of your practice you will have the opportunity to build a foundation of your own based on your unique skills and interests with input from the experts. They can give you insight into whatever focus interests you, including:

• Portfolio Management
• Financial, Estate and Insurance Planning
• High Networth Clients
• Baby Boomers

Having access to some of our most successful people will allow you to learn both the art and the science involved in being a successful BMO Nesbitt Burns Investment Advisor.

The Art

• Consultive 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