Investment Counsellor
BMO US(1 month ago)
About this role
A Senior Wealth Advisor role at BMO focused on managing and growing a portfolio of high-net-worth clients through personalized investment and financial planning. The position involves delivering tailored investment strategies, collaborating with branch and regional teams, and ensuring adherence to regulatory and compliance standards. Compensation includes salary plus commission with significant upside potential based on business development.
Required Skills
- Relationship Management
- Investment Strategy
- Portfolio Management
- Financial Planning
- Business Development
- Client Acquisition
- Compliance
- Reporting
- Analytics
- Communication
Qualifications
- Post-Secondary Degree
- Certified Financial Planner (CFP)
- Registered Investment Counsellor (IC)
- Portfolio Management (PM)
About BMO US
bmo.comBMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.
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