Associate Client Portfolio Manager, Etfs

BMO

Toronto, Canada
Base: $78,400.00 - $144,900.00; bonus/equity: not ...
Etf platform expertise
Investment messaging and content creation
Sales and distribution support
The Associate Client Portfolio Manager serves as a key investment spokesperson and subject matter expert for BMO Global Asset Management’s ETF platform, translating investment insights into clear, compelling messaging for retail clients and distribution partners

Job Summary

  • The Associate Client Portfolio Manager serves as a key investment spokesperson and subject matter expert for BMO Global Asset Management’s ETF platform, translating investment insights into clear, compelling messaging for retail clients and distribution partners.
  • Key responsibilities include developing deep expertise in assigned ETF strategies, leading the creation of investment messaging and content, and acting as a trusted investment resource for sales teams.
  • BMO offers a comprehensive total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The Associate Client Portfolio Manager serves as a key investment spokesperson and subject matter expert for BMO Global Asset Management’s ETF platform, translating investment insights into clear, compelling messaging for retail clients and distribution partners.

Salary

Base: $78,400.00 - $144,900.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • ETF platform expertise
  • Investment messaging and content creation
  • Sales and distribution support
  • Client engagement and retention
  • Market development monitoring

Nice-to-have

  • Creative and collaborative self-starter
  • Strong business acumen
  • Bilingual French-English

Key Requirements

  • 3-5+ years of experience in asset management or capital markets
  • CFA designation and relevant undergraduate degree
  • Strong understanding of investment strategies, portfolio construction, and performance analysis
  • Proven ability to communicate investment concepts clearly to retail audiences

Work Rights

Not specified

Tailored Resume

Cover Letter