Investment Counsellor

BMO U.S.

Investment Counsellor managing portfolios for high-net-worth clients at BMO Private Wealth. Evaluating investment needs and implementing strategies to achieve client goals.

Posted 5/8/2026full-timeMississauga • 🇨🇦 CanadaMid-LevelSenior💰 CA$69,000 - CA$129,000 per yearWebsite

About the role

Key responsibilities & impact

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
Monitors and tracks performance, and addresses any issues

Requirements

What you’ll need

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
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.

Benefits

Comp & perks

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

investment policy statementasset allocationinvestment portfolio managementfinancial planningdiscretionary money managementbusiness developmentperformance evaluation

Soft Skills

client relationship managementcollaborationsalesnetworkingproblem-solving

Certifications

Certified Financial Planner (CFP)Registered Investment Counsellor (IC)Portfolio Management (PM)