Investment Counsellor, BMO Private Wealth

Qualifications

• Typically between 5 - 7 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 or equivalent.
• Registered Investment Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating.
• In-depth / expert experience in discretionary money management for High Net Worth Individuals (HNW).
• In-depth / expert business development experience with successful track record.
• Deep knowledge and technical proficiency gained through extensive education and business experience.
• Previous experience in a client-facing role is required.
• Strong Excel proficiency, including the ability to analyze portfolio data, support reporting, and generate client-ready insights
• 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

$69,000.00 - $129,000.00

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 bonus

es, 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