Investment Counsellor

Responsibilities

• Manage a portfolio of high-net-worth clients to drive relationship retention and growth
• Create investment policy statements, asset allocations, and comprehensive financial plans
• Implement and oversee client strategies through discretionary portfolio management
• Drive new sales results through personal networks, referrals, and business development strategies
• Monitor and track investment performance, addressing issues and providing regular reporting
• Collaborate with regional teams and internal stakeholders to identify new business opportunities
• Ensure strict adherence to risk, compliance, and regulatory policies to safeguard client assets

Requirements

• 5-7 years of relevant experience in wealth management or investment services
• Post-secondary degree in a related field of study
• Certified Financial Planner (CFP) designation
• Registered Investment Counsellor (IC) and/or Portfolio Management (PM) registration in the operating jurisdiction
• Expert 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

About the Company

BMO Private Wealth provides tailored advice and discretionary portfolio management solutions to high-net-worth and ultra-high-net-worth clients. As part of BMO, we are driven by a shared purpose to boldly grow the good in business and life, focusing on long-term client relationships and personalized, high-touch service.