Associate Investment Counsellor - Private Wealth

Application Deadline:

11/22/2024

Address:
1250 boul Rene Levesque Ouest

Job Family Group:

Wealth Sales & Service

This position is an excellent opportunity for a financial professional looking to work in discretionary investment management. The position allows you to team up with an experienced Investment Counsellor to help develop and maintain their client portfolio. With the goal of creating a long-term partnership, the successful candidate will gradually integrate into the Investment Counsellor's practice and assist in all aspects of client service.

As you become part of the team, you will be progressively integrated into the development of client investment policy statements, asset allocation, investment portfolio and financial plans.

Other duties include:

• Support the achievement of business development, revenue, referral, retention and compliance goals.
• Manage low complexity relationships and small assets.
• Apply investment management expertise to explain investment strategies to the client and implement them based on their personal and financial situation.
• Build effective relationships with internal and external stakeholders.
• Monitor and track performance and address issues.
• Identify and recommend ways to improve the customer experience.
• Perform sales and service support tasks to meet customer needs and maintain overall service levels.
• Oversee risk and compliance policies and processes to ensure that our clients' assets and privacy are protected, that we are acting in their best interest, and that liabilities are managed effectively.
• Work independently on a wide range of complex tasks, which may represent unique situations.

Qualifications:

• Minimum of five years of relevant work experience with a post-secondary degree in a related field, or an equivalent combination of education and experience.
• Completed or working towards the CFA designation or CIM designation.
• IQPP designation (desirable).
• Languages: Bilingualism French and English.
• Extensive experience in discretionary asset management for high-net-worth clients.
• Technical and administrative skills acquired through education and / or work experience.
• Strong oral and written communication skills.
• Collaborative and teamwork skills - extensive skills.
• Analytical and problem solving skills - advanced skills.

You're fluent in French and English as this role provides support to clients and team members inside and/or outside the province of Quebec .

Salary:

$54 500,00 - $101 500,00

Pay Type:

Salaried & Commission

The above represents BMO Financial Group's pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position.

BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

We're here to help

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one - for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en .

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.