Associate Investment Counsellor

Responsibilities

• Manage a portfolio of clients to retain and grow relationships by evaluating personal and investment needs.
• Create investment policy statements, asset allocations, investment portfolios, and comprehensive financial plans.
• Implement client strategies through active management of investment portfolios and ongoing performance evaluation.
• Drive new sales results through personal networks, referrals, and collaboration with regional teams.
• Support business development, revenue, and retention targets while ensuring strict compliance with risk management policies.
• Enhance the client experience through proactive relationship management and high-quality service support.

Requirements

• 4-6 years of relevant experience in investment management or wealth services.
• Post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Certified Financial Planner (CFP) designation.
• Registered Investment Counsellor (IC) and/or Portfolio Management (PM) registration in the operating jurisdiction.
• In-depth experience in discretionary money management for High Net Worth (HNW) individuals.
• Proven track record in business development and client acquisition.
• Strong analytical, problem-solving, and communication skills.

Benefits

• Competitive salary and commission structure.
• Comprehensive health insurance and accident/life insurance.
• Retirement savings plans.
• Tuition reimbursement and professional development opportunities.
• Performance-based incentives and discretionary bonuses.

About the Company

BMO is a leading North American bank driven by a shared purpose: to Boldly Grow the Good in business and life. With over 12 million customers, we provide personal and commercial banking, wealth management, and investment services across Canada, the United States, and globally. We are committed to an inclusive, equitable, and accessible workplace where our people can grow and make a lasting impact.