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Investment Counsellor

Calgary, AB
Full Time
5 days ago
3625 Shaganappi Trail NW

Job Family Group:

Wealth Sales & Service

We're growing. Seeking an Investment Counsellor to be part of North America's Best Private bank for Entrepreneurs and Canada's Best Private Bank.

About us

BMO Private Wealth is a multi-disciplinary wealth advisory team made up of BMO Nesbitt Burns and BMO Private Banking wealth professionals that takes a holistic and proactive approach to helping high net-worth and ultra high net-worth individuals and families, including business owners, entrepreneurs, professionals and executives.


Reporting to the Vice President and Regional Director Investment Management the incumbent will occupy a senior role and work with other senior members of the BMO Private Wealth. Besides an opportunity to be part of a team of award-winning wealth management professionals , you'll have access to a full spectrum of resources to address the wealth management needs of clients.

Key Result Areas:
  • Relationship Management: Be accountable and responsible for contributing to the regional business plan by effectively servicing financially complex client relationships.
  • Investment Management, Financial Planning, Estate & Trust Services: Participates in the creation and implementation of financial planning strategies to help clients achieve their financial and personal goals.
  • Business Development: Effectively acquire new referrals from existing book of business to continue to support ongoing business growth, as well as identifying new business opportunities.
  • Team Effectiveness: Supports a work environment that inspires innovation, creativity, collaboration, and diversity as well as, demonstrates a high tolerance and flexibility for change.

  • 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 and/or 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.
  • Oversees the implementation of client strategies, management of investment portfolios and ongoing evaluation of performance.
  • Provides input into the planning and implementation of operational programs.
  • 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.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • Broader work or accountabilities may be assigned as needed.

  • University Degree in Finance or related field
  • CFA designation
  • CFP (l'QPF) designation.
  • Minimum of 10 years working experience in the Wealth Management Industry servicing High Net Worth individuals.
  • Registered Investment Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating.
  • Exceptional business development experience with a successful track record.
  • Excellent verbal & written communication skills.
  • Exceptional analytical and problem-solving skills.

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 .

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.
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