Investment Counsellor, Bmo Private Wealth

BMO Private Wealth

Mississauga, Ontario, Canada
Base: $69,000.00 - $129,000.00; bonus/equity: comm...
Discretionary money management for hnw individuals
Client-facing relationship management experience
Investment policy statement creation
This role manages a portfolio of high-net-worth clients to retain and grow relationships through tailored investment advice

Job Summary

  • This role manages a portfolio of high-net-worth clients to retain and grow relationships through tailored investment advice.
  • The position requires creating investment policy statements, asset allocations, and financial plans while implementing strategies via discretionary portfolio management.
  • BMO offers a comprehensive compensation package including salary, commission, health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

This role manages a portfolio of high-net-worth clients to retain and grow relationships through tailored investment advice.

Salary

Base: $69,000.00 - $129,000.00; Bonus/Equity: Commission structure included; Benefits: Health insurance, tuition reimbursement, accident/life insurance, retirement savings

Skills & Requirements

Must-have

  • discretionary money management for HNW individuals
  • client-facing relationship management experience
  • investment policy statement creation
  • asset allocation and portfolio management
  • business development and referral generation

Nice-to-have

  • strong Excel proficiency for data analysis
  • collaborative team skills in branch environment
  • ability to handle complex financial situations
  • experience with strategic initiative execution

Key Requirements

  • 5-7 years relevant experience
  • Certified Financial Planner (CFP) designation
  • Registered Investment Counsellor (IC) or Portfolio Management (PM) license
  • Post-secondary degree in related field

Work Rights

Not specified

Tailored Resume

Cover Letter