Investment Counsellor

BMO

Calgary, Canada
$69,000.00 - $129,000.00; commission potential up ...
Manage client portfolios
Create investment policy statements
Drive new sales results
Manages a portfolio of clients to retain and grow the relationships, evaluating client needs and creating investment strategies

Job Summary

  • Manages a portfolio of clients to retain and grow the relationships, evaluating client needs and creating investment strategies.
  • Drives new sales results through referrals and personal network, working collaboratively with branch and regional teams.
  • BMO offers a 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

Manages a portfolio of clients to retain and grow the relationships, evaluating client needs and creating investment strategies.

Salary

$69,000.00 - $129,000.00; Commission potential up to $300,000; Benefits package includes health insurance, tuition reimbursement, insurance, and retirement savings plans

Skills & Requirements

Must-have

  • Manage client portfolios
  • Create investment policy statements
  • Drive new sales results
  • Financial planning expertise
  • Discretionary money management

Nice-to-have

  • Collaborate with regional teams
  • Enhance client experience
  • Data driven decision making
  • Build effective relationships

Key Requirements

  • 5-7 years relevant experience
  • Post-secondary degree
  • Certified Financial Planner (CFP)
  • Registered Investment Counsellor (IC)
  • Portfolio Management (PM) designation
  • High Net Worth Individuals (HNW) experience

Work Rights

Not specified

Tailored Resume

Cover Letter