Investment Counsellor

BMO

📍 Calgary, Alberta, Canada 💼 Full time 🕒 Posted June 23, 2026

Apply Now Similar Jobs

Job Description

Application Deadline:
04/30/2026Address:
525 8th Ave SW East TowerJob Family Group:
Wealth Sales & ServiceThe total compensation, including commission will yield closer to $150,000 - $300,000, with opportunity for unlimited upside potential based on business growth and development.
Manages a portfolio of clients to retain and grow the relationships. Evaluates client’s personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. Drives new sales results through referrals and personal network. Works collaboratively in the branch and with regional teams to identify and make referrals.
Supports the achievement of business development, revenue, referral, retention, and compliance targets.
Manages large an...
            

Ready to Apply?

Submit your application today and join our talented team at BMO.

Submit Application

Job Details

Location Calgary, Alberta
Job Type Full time
Category Financial Specialists
Posted Date June 23, 2026
Application Deadline August 02, 2026