Investment Strategist

BMO

Toronto, Canada
Base: $86,000.00 - $160,000.00; bonus/equity: not ...
On-site
Investment management expertise
Fiduciary law knowledge
Equity and fixed income markets
Provides high quality sales and service to investment clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to investment clients to deliver an exceptional client experience.
  • Develops investment proposals and participates in meetings with prospects/clients.
  • Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

Matching Summary

Provides high quality sales and service to investment clients to deliver an exceptional client experience.

Salary

Base: $86,000.00 - $160,000.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • Investment management expertise
  • Fiduciary law knowledge
  • Equity and fixed income markets
  • Regulatory environment knowledge
  • Client experience delivery

Nice-to-have

  • Develop internal and external networks
  • Enhance marketplace presence
  • Collaborate with other experts
  • Lead change management programs

Key Requirements

  • 7+ years of relevant experience
  • Post-secondary degree or equivalent
  • MBA or Finance certification preferred

Work Rights

Not specified

Tailored Resume

Cover Letter