Base: $91,800.00 - $171,000.00; bonus/equity: may ...
7+ years relevant experience
Expert portfolio management principles
Fiduciary law and trust accounts
The role provides high-quality sales and service to investment clients while delivering an exceptional client experience
Job Summary
The role provides high-quality sales and service to investment clients while delivering an exceptional client experience.
Candidates will develop investment proposals, lead strategic initiatives, and act as a subject matter expert on regulations and policies.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans.
Matching Summary
The role provides high-quality sales and service to investment clients while delivering an exceptional client experience.
Salary
Base: $91,800.00 - $171,000.00; 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
Expert portfolio management principles
Fiduciary law and trust accounts
Equity and fixed income markets knowledge
Investment tax issues expertise
Regulatory environment compliance
Nice-to-have
MBA or Finance certification preferred
Strong verbal and written communication
Data-driven decision making skills
Cross-group collaboration abilities
Ability to manage ambiguity
Key Requirements
7+ years of relevant experience
Post-secondary degree in related field
MBA or Finance certification (preferred)
Expert understanding of fiduciary law
Expert knowledge of equity and fixed income markets