Senior Portfolio Advisor

BMO Financial Group

Toronto, Ontario, Canada
Base: $147,200.00 - $197,200.00; bonus/equity: not...
15+ years of relevant experience
Exceptional communication skills
In-depth analytical skills
The Senior Portfolio Advisor will provide independent investment advice to advisors managing nearly $300 billion in AUM

Job Summary

  • The Senior Portfolio Advisor will provide independent investment advice to advisors managing nearly $300 billion in AUM.
  • This role involves servicing advisors, generating thought leadership content, and participating in portfolio management.
  • BMO offers a comprehensive compensation package including health insurance and retirement savings plans.

Matching Summary

The Senior Portfolio Advisor will provide independent investment advice to advisors managing nearly $300 billion in AUM.

Salary

Base: $147,200.00 - $197,200.00; Bonus/Equity: Not specified; Benefits: Health insurance, tuition reimbursement, retirement savings plans

Skills & Requirements

Must-have

  • 15+ years of relevant experience
  • Exceptional communication skills
  • In-depth analytical skills

Nice-to-have

  • Self-starter with entrepreneurial mindset
  • Ability to manage ambiguity
  • Strong attention to detail

Key Requirements

  • Post-secondary degree in related field
  • CFA designation preferred
  • Experience presenting to large audiences

Work Rights

Not specified

Tailored Resume

Cover Letter