Strategic Portfolio Manager
2 days ago
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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