Base: $91,800.00 - $171,000.00; bonus/equity: may ...
7+ years relevant experience
Expert understanding of fiduciary law
In-depth knowledge of equity and fixed income markets
This role provides high quality sales and service to investment clients while delivering an exceptional client experience
Job Summary
This role provides high quality sales and service to investment clients while delivering an exceptional client experience.
The position requires developing investment proposals, managing model portfolios based on statistical evaluation, and acting as a subject matter expert on regulations.
BMO offers a comprehensive benefits package including health insurance, tuition reimbursement, and retirement savings plans alongside performance-based incentives.
Matching Summary
This 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 understanding of fiduciary law
In-depth knowledge of equity and fixed income markets
Strategic leadership for investment professionals
Data driven decision making skills
Nice-to-have
MBA or Finance certification preferred
Strong verbal and written communication skills
Ability to manage ambiguity effectively
Cross-group collaboration focus
Creative problem solving for complex situations
Key Requirements
Typically 7+ years of relevant experience
Post-secondary degree in related field
Expert understanding of tax-related issues affecting investments