Job Description
Pursue your passion for finance with BMO as an Associate Investment Counsellor. Focus on managing client portfolios and executing effective investment strategies aligned with personal financial goals.
As part of BMO’s Wealth Sales & Service team, you'll evaluate clients’ investment needs, providing them with tailored asset allocation and financial plans. Your role includes monitoring performance metrics and collaborating across teams to enhance the overall client experience. Develop your career by leveraging your investment management skills in a supportive and innovative environment.
Key Responsibilities:
• Manage client asset allocations and investment policies
• Analyze and track investment performance and strategies
• Collaborate on business development objectives and initiatives
• Maintain compliance with risk management frameworks
• Produce reports and dashboards on client engagement
Requirements:
• 4-6 years in investment counselling or related field
As part of BMO’s Wealth Sales & Service team, you'll evaluate clients’ investment needs, providing them with tailored asset allocation and financial plans. Your role includes monitoring performance metrics and collaborating across teams to enhance the overall client experience. Develop your career by leveraging your investment management skills in a supportive and innovative environment.
Key Responsibilities:
• Manage client asset allocations and investment policies
• Analyze and track investment performance and strategies
• Collaborate on business development objectives and initiatives
• Maintain compliance with risk management frameworks
• Produce reports and dashboards on client engagement
Requirements:
• 4-6 years in investment counselling or related field