Strategic Portfolio Manager

2 days ago


Ottawa, Ontario, Canada Bank of Montreal Full time
Strategic Portfolio Manager

About the Role:

We are seeking an experienced Strategic Portfolio Manager to join our team at BMO Private Investment Counsel Inc. This is a full-time position that will be responsible for evaluating client needs, creating investment policy statements, and implementing client strategies.

Salary: The estimated annual salary for this position is between $120,000 - $180,000 based on industry standards and location.

Key Responsibilities:

  • Evaluate clients' personal and investment needs, and create tailored investment policy statements and asset allocations.
  • Implement client strategies through portfolio management and ongoing evaluation of performance.
  • Drive new sales results through referrals and personal network.
  • Support business development, revenue, referral, retention, and compliance targets.
  • Manage complex relationships and asset sizes.
  • Apply investment expertise to communicate and implement investment strategies.
  • Monitor and track performance, addressing any issues.

Requirements:

  • Typically 5-7 years of experience in wealth sales and service, or a related field.
  • Post-secondary degree in a related field of study, or an equivalent combination of education and experience.
  • Registered Investment Counsellor (IC) and/or Portfolio Management (PM) designation.
  • In-depth experience in discretionary money management for High Net Worth Individuals (HNW).
  • Data-driven decision making skills.

Benefits:

  • Total compensation package including performance-based incentives, discretionary bonuses, and other perks and rewards.


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