Investment Portfolio Manager

4 weeks ago

Ottawa, Ontario, Canada BMO Full time
Job Summary

We are seeking a highly skilled Investment Counsellor to join our team at BMO. As an Investment Counsellor, you will be responsible for managing a portfolio of clients to retain and grow relationships. You will evaluate clients' personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and financial plans.

Key Responsibilities
  • Supports the achievement of business development, revenue, referral, retention, and compliance targets.
  • Manages large and/or complex relationships and asset sizes.
  • Applies investment management expertise to communicate and implement investment strategies to clients' personal and financial situations.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Oversees the implementation of client strategies, management of investment portfolios and ongoing evaluation of performance.
  • Provides input into the planning and implementation of operational programs.
  • Manages and continually enhances the client experience through strong relationship management.
  • Performs sales and service support activities to meet client needs and maintain overall service levels.
  • Identifies new business opportunities and acquires referrals from existing book of business.
  • Implements business development strategies to acquire new business.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Identifies and recommends ways to enhance the client experience.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
Qualifications
  • Typically between 5 - 7 years of relevant experience and post-secondary degree in 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) in the jurisdiction where operating.
  • In-depth / expert experience in discretionary money management for High Net Worth Individuals (HNW).
  • In-depth / expert business development experience with successful track record.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
Compensation

The salary range for this position is $68,000 - $126,000 per year, with a commission structure. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

To view more details of our benefits, please visit our website.

We are committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process.

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