Job Description
Explore a rewarding role as an Investment Strategy Consultant with BMO Private Wealth, focusing on high-net-worth client investment management. Tailor financial strategies that shape client success.
This role involves managing client portfolios, creating investment policy statements, and implementing strategic investment approaches. Partner with BMO's Private Investment Counsel teams to ensure optimized service delivery while achieving business development and compliance objectives. Your analytical skills will play a crucial role in monitoring performance effectively.
Key Responsibilities: • Achieve revenue and client retention targets • Manage diverse and complex client assets • Develop and execute personal investment strategies • Produce relevant financial reports and dashboards • Identify new business opportunities to expand client base
Requirements: • 5-7 years of relevant investment experience • Certified Financial Planner (CFP) or similar designation • ...
This role involves managing client portfolios, creating investment policy statements, and implementing strategic investment approaches. Partner with BMO's Private Investment Counsel teams to ensure optimized service delivery while achieving business development and compliance objectives. Your analytical skills will play a crucial role in monitoring performance effectively.
Key Responsibilities: • Achieve revenue and client retention targets • Manage diverse and complex client assets • Develop and execute personal investment strategies • Produce relevant financial reports and dashboards • Identify new business opportunities to expand client base
Requirements: • 5-7 years of relevant investment experience • Certified Financial Planner (CFP) or similar designation • ...
Job Details
- Location burlington, on
- Job Type Full-time
- Category Other-General
- Posted Date June 05, 2026
- Application Deadline July 15, 2026