Senior Portfolio Advisor

BMO

Toronto, 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 managing nearly $300 billion in AUM

Job Summary

  • The Portfolio Advisory Team provides independent and objective investment advice to 1000 investment advisors managing nearly $300 billion in AUM.
  • The Senior Portfolio Advisor will focus on servicing advisors, thought leadership through content creation, and portfolio management for guided portfolios.
  • BMO offers a comprehensive total compensation package including 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 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
  • Portfolio and model reviews
  • Subject matter expert on North American stocks

Nice-to-have

  • Collaborate with partners
  • Entrepreneurial/growth mindset
  • Foster dialogue and respectful debate
  • Model for team behaviors

Key Requirements

  • 15+ years of relevant experience
  • Advanced understanding of equity markets
  • Exceptional communication skills (verbal/writing)
  • In-depth analytical and interpretive skills
  • Post-secondary degree or CFA designation

Work Rights

Not specified

Tailored Resume

Cover Letter