Investment Strategist

Bmogamretailbriefcase

Toronto, ON, CA
Base: $86,000.00 - $160,000.00; bonus/equity: may ...
Investment management expertise
Portfolio management principles
Regulatory compliance knowledge
Provides high quality sales and service to investment clients to deliver an exceptional client experience

Job Summary

  • Provides high quality sales and service to investment clients to deliver an exceptional client experience.
  • Leads the execution of strategic initiatives and manages vendor relationships to deliver business and financial goals.
  • BMO offers a comprehensive total compensation package including health insurance, tuition reimbursement, and retirement savings plans.

Matching Summary

Provides high quality sales and service to investment clients to deliver an exceptional client experience.

Salary

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

Skills & Requirements

Must-have

  • investment management expertise
  • portfolio management principles
  • regulatory compliance knowledge
  • client relationship management
  • strategic business development
  • data analytics and reporting
  • vendor and contract management

Nice-to-have

  • cross-group collaboration skills
  • change management leadership
  • communication strategy development
  • risk management framework application
  • problem solving and analytical skills
  • influence and negotiation skills

Key Requirements

  • 7+ years relevant experience
  • post-secondary degree or equivalent
  • MBA or Finance certification preferred
  • expertise in fiduciary law
  • in-depth knowledge of equity and fixed income markets
  • expert understanding of tax-related investment issues
  • knowledge of regulatory environment

Work Rights

Not specified

Tailored Resume

Cover Letter