Senior Portfolio Advisor

BMO Private Wealth

100 King Street West, Canada
Base: $147,200.00 - $197,200.00; bonus/equity: not...
North american equities expertise
Independent and objective investment advice
Generate impactful content
The Portfolio Advisory Team provides independent and objective investment advice to 1000 investment advisors responsible for managing nearly $300 billion in AUM

Job Summary

  • The Portfolio Advisory Team provides independent and objective investment advice to 1000 investment advisors responsible for managing nearly $300 billion in AUM.
  • The Senior Portfolio Advisor will focus on servicing advisors, thought leadership, and portfolio management, including generating content and contributing to investment committee discussions.
  • BMO offers a total compensation package that may include performance-based incentives, discretionary bonuses, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

The Portfolio Advisory Team provides independent and objective investment advice to 1000 investment advisors responsible for managing nearly $300 billion in AUM.

Salary

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

Skills & Requirements

Must-have

  • North American equities expertise
  • Independent and objective investment advice
  • Generate impactful content
  • Manage guided portfolios
  • Subject matter expert on North American stocks

Nice-to-have

  • Entrepreneurial growth mindset
  • Foster dialogue and respectful debate
  • Collaborate within the team
  • Wealth management industry knowledge

Key Requirements

  • 15+ years of relevant experience
  • Advanced understanding of equity markets
  • Exceptional communication skills
  • Expert analytical and interpretive skills
  • Experienced in presenting to large audiences
  • Post-secondary degree or CFA designation

Work Rights

Not specified

Tailored Resume

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