Investment Strategist

BMO

Toronto, ON, Canada
Base: $86,000.00 - $160,000.00; bonus/equity: may ...
7+ years relevant experience
Portfolio management principles
Fiduciary law understanding
The role provides high-quality sales and service to investment clients while delivering technical expertise in investment management and administration

Job Summary

  • The role provides high-quality sales and service to investment clients while delivering technical expertise in investment management and administration.
  • Candidates will develop model portfolios based on statistical evaluations of risk, return, and correlations to support business goals.
  • BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside competitive compensation.

Matching Summary

The role provides high-quality sales and service to investment clients while delivering technical expertise in investment management and administration.

Salary

Base: $86,000.00 - $160,000.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 7+ years relevant experience
  • Portfolio management principles
  • Fiduciary law understanding
  • Equity and fixed income markets knowledge
  • Tax-related investment issues
  • Regulatory environment expertise

Nice-to-have

  • MBA or Finance certification
  • Cross-group collaboration skills
  • Data-driven decision making
  • Strategic problem solving
  • Vendor relationship management

Key Requirements

  • Post-secondary degree in related field
  • 7+ years of relevant experience
  • In-depth expert understanding of fiduciary law
  • Expert knowledge of equity and fixed income markets
  • Expert verbal and written communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter