Investment Counsellor at BMO Private Wealth

Elevate your career as an Associate Investment Counsellor with BMO Private Wealth, focusing on tailored investment management for high-net-worth clients. Drive exceptional relationship management and strategic financial advice.

Join BMO Private Wealth in a role that combines investment expertise and client relationship building. As an Associate Investment Counsellor, you will support clients by crafting personalized investment portfolios and implementing financial strategies. This role requires a proactive approach to business development and collaboration with internal teams.

Key Responsibilities:

• Support business development and retention targets

• Manage client relationships and financial assessments

• Apply investment strategies to client portfolios

• Produce regular reports and performance dashboards

• Enhance client experience through strong service

Requirements:

• 4-6 years of relevant experience

• Certified Financial Planner (CFP) designation

• Experience with high-net-worth clients

• Strong analytical and problem-solving skills

• Excellent communication and collaboration abilities

Utilize your financial acumen and relationship skills at BMO Private Wealth to drive client satisfaction and business growth.
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