Talent.com
BMO
Associate Investment Counsellor, Private WealthBMO • Burlington, Ontario, Canada
Associate Investment Counsellor, Private Wealth

Associate Investment Counsellor, Private Wealth

BMO • Burlington, Ontario, Canada
Il y a 7 jours
Type de contrat
  • Temps partiel
Description de poste
Application Deadline:

08/13/2026

Address:
429 Elizabeth Street

Job Family Group:

Wealth Sales & Service

BMO Private Wealth is centered on long-term client relationships. We support high-net-worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high-touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within BMO Private Investment Counsel (BPIC), a key part of BMO Private Wealth, delivering discretionary portfolio management solutions to high-net-worth and ultra-high-net-worth clients. The Associate Investment Counsellor 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 Private Wealth branch and with regional teams to identify and make referrals.
  • Supports the achievement of business development, revenue, referral, retention, and compliance targets.
  • Manages less complex relationships and asset sizes.
  • Applies investment management expertise to communicate and implement investment strategies to client's personal and financial situation.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • Builds effective relationships with internal/external stakeholders.
  • Ensures alignment between stakeholders.
  • Monitors and tracks performance, and addresses any issues.
  • Designs and produces regular and ad-hoc reports, and dashboards.
  • Manages and continually enhances the client experience through strong relationship management.
  • Performs sales and service support activities to meet client needs and maintain overall service levels.
  • Identifies new business opportunities and acquires referrals from existing book of business.
  • Implements business development strategies to acquire new business.
  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
  • Identifies and recommends ways to enhance the client experience.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently on a range of complex tasks, which may include unique situations.
  • Broader work or accountabilities may be assigned as needed.
  • Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

    Qualifications:
  • Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
  • Certified Financial Planner (CFP) designation.
  • Registered Investment Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating.
  • In-depth experience in discretionary money management for High Net Worth Individuals (HNW).
  • In-depth business development experience with successful track record.
  • Technical proficiency gained through education and/or business experience.
  • Verbal & written communication skills - In-depth.
  • Collaboration & team skills - In-depth.
  • Analytical and problem solving skills - In-depth.
  • Influence skills - In-depth.
  • Data driven decision making - In-depth.
Salary :

$56,000.00 - $103,500.00

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

About Us

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.
Créer une alerte emploi pour cette recherche

Associate Investment Counsellor, Private Wealth • Burlington, Ontario, Canada

Offres similaires

Private Client Tax Associate – Wealth & Estate Planning

ROSSMississauga, Peel Region, CA
Temps plein

A leading professional services firm in Canada is seeking an Associate for their Wealth Management/Private Client Advisors team.The role involves consulting on taxation, delivering integrated solut... Voir plus

 • Offre sponsorisée

Career Development and Support Counsellor

VPI Employment ServicesMississauga, Peel Region, CA
Temporaire

VPI is a Service Provider for Employment Ontario, which is funded by the Ontario Government to support jobseekers and employers.VPI has been delivering employment programs for more than 30 years an... Voir plus

 • Offre sponsorisée

Associate Role in Wealth Management

Richardson WealthBurlington, Halton Region, CA
Temps plein

Enhance your professional journey with Richardson Wealth as an Associate in Burlington.This position emphasizes client service excellence and robust support for Investment Advisors.As part of Richa... Voir plus

 • Offre sponsorisée

Wealth Associate

National Bank of CanadaOakville, ON, CA
Temps plein

A career as a Wealth Associate at National Bank is a role where you can showcase your ability to work in synergy with clients and colleagues.In this role, you will help wealth advisors to stand out... Voir plus

 • Offre sponsorisée

Valuation Associate for Financial Models

Permasearch, a TPI CompanyOakville, ON, CA
Temps plein

Join our client as a Valuation Associate specializing in preparing valuations and financial reports.This position offers the chance to work with diverse clients and engage in essential analyses for... Voir plus

 • Offre sponsorisée

Remote Private Client Adviser for High-Net-Worth Investors

Fisher InvestmentsMississauga, Peel Region, CA
Télétravail
Temps plein

An investment firm in Canada is seeking a Private Client Adviser to focus on high-net-worth clients.In this role, you will manage a local territory remotely and be responsible for contacting qualif... Voir plus

 • Offre sponsorisée

High-Performance Private Client Advisor for Wealth Acquisition

Capital Markets Advisors LLCMississauga, Peel Region, CA
Temps plein

Transform your career as a Private Client Advisor focusing on acquiring high-net-worth clients.This fully remote opportunity features an uncapped commission structure, warm leads, and no ongoing se... Voir plus

 • Offre sponsorisée

Associate, Investments

Adi Development Groupburlington, halton region, Canada
Temps plein

ADI Development Group is a vertically integrated Canadian real estate developer and investment manager based in the Greater Toronto Area.With an established track record across Canadian markets, AD... Voir plus

 • Offre sponsorisée

TD Private Wealth Client Associate

TD BankBurlington, Halton Region, CA
Temps plein

Join TD's Private Wealth Management team as a Client Service Associate in Burlington, Ontario.Utilize your skills to provide comprehensive support and deliver exceptional customer experiences to cl... Voir plus

 • Offre sponsorisée

Settlement & Employment Counsellor

WorkinnonprofitsMississauga, Peel Region, CA
Temps plein

Upgrade your skills in Fundraising, Marketing, Leadership, and more.Settlement & Employment Counsellor.Closed 2 days ago (Mon, 20 Jul).Full time - temporary / contract $29.Job Position: Settlement ... Voir plus

 • Offre sponsorisée

Client Services Associate

Watson InvestmentsOakville, ON, CA
Temps plein

Watson Investments is a family-owned wealth management firm based in downtown Oakville.Since 1991, we have helped individuals, families, and business owners across Canada grow and protect their wea... Voir plus

 • Offre sponsorisée

Associate, Investments

BLAZESOFTvaughan, york region, Canada
Temps plein

Blazesoft | Concord, Ontario | Full-Time, On-Site | Reports to: CEO/Principal.Blazesoft is a fast-growing, Great Place to Work-certified technology and entertainment company.We are seeking an exper... Voir plus

 • Offre sponsorisée

Counsellor II – Dual Diagnosis

Northwest Employment WorksMississauga, Peel Region, CA
Temps plein

Counsellor II – Dual Diagnosis.Location: Sioux Lookout, ON, Thunder Bay, ON.Salary Range: $85, 985 – $110,682 per annum.If applying by email, indicate reference number in subject line.Developmental... Voir plus

 • Offre sponsorisée

Private Client Advisor / Wealth Advisor /Investment Specialist

TalentSphere Staffing SolutionsMississauga, Peel Region, CA
Temps plein

Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Voir plus

 • Offre sponsorisée

Private Equity Specialist

hackajobMississauga, Peel Region, CA
Temps plein

Talent Engagement Specialist @ hackajob | Bringing great people together with great companies.IB / PE Professionals — Flexible, Paid Work on Cutting-Edge AI (Spare-Time).We're bringing on experienc... Voir plus

 • Offre sponsorisée

Associate, Investments & Finance

J EllisDon Corporationmississauga, peel region, Canada
Temps plein

Build, maintain, and enhance financial models for real estate development opportunities across multiple asset classes, with a primary focus on residential (purpose‑built rental and condominium) tra... Voir plus

 • Offre sponsorisée

Remote Wealth Advisor & Financial Planner

Fidelity CanadaMississauga, Peel Region, CA
Télétravail
Temps plein

A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Voir plus

 • Offre sponsorisée

Client-Focused Financial Planning Associate

The Vantage Talent GroupOakville, ON, CA
Temps plein

Work with a reputable wealth management firm in Oakville as a Financial Planning Associate, specializing in high-net-worth client service.This role is designed for someone detail-oriented and eager... Voir plus

 • Offre sponsorisée

Senior Private Real Estate Investor Relations Lead

EquitonBurlington, Halton Region, CA
Temps plein

A growing private equity firm in Burlington seeks a Senior Relationship Manager to develop new business from individual investors.The role requires a strong sales background, client service skills,... Voir plus

 • Offre sponsorisée

Become a Trusted Insurance and Investment Advisor

VFG Financial GroupMississauga, Peel Region, CA
Temps plein +1

Cultivate client success in a role focused on insurance and investment advisory.Utilize a full suite of resources and enjoy continuous professional development in a supportive environment.As an adv... Voir plus