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Investment Portfolio Manager
1 week ago
This is a fantastic opportunity to join Bank of Montreal's team of Investment Portfolio Managers. As a key member of our wealth management team, you will play a critical role in developing and executing business strategies to grow our customer base. Your expertise in managing databases, providing support for analysis, forecasting, and data visualization, and ensuring adherence with data governance standards will be essential in driving business results.
Main Accountabilities
- Develops new investment portfolios and identifies changes to be made
- Assesses fees, determines overall household fees, and coordinates with internal partners as applicable
- Manages the efficient and effective running of the support office; trains new team members and branch support staff
Key Qualifications
- Minimum 5 years of relevant experience and/or certification in related field of study or an equivalent combination of education and experience
- Knowledge of Canadian Securities Course & Conduct and Practices Handbook
- Registration as Registered Representative (RR)
- Complies with mandatory IIROC Continuing Education Program requirements
What You Will Receive
- A competitive salary range: $39,500 - $73,200 per year
- Comprehensive benefits package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans
About Our Organization
We are committed to creating lasting, positive change for our customers, our communities, and our people. Join us in our mission to Boldly Grow the Good in business and life.
