The Investment Counsellor is accountable for contributing to the regional business plan by effectively servicing existing relationships and increasing the number of new clients with the objective of growing the overall BPB revenue. The Investment Counsellor has a very strong focus on referring potential business opportunities to BMO FG & BPB business partners and exhibit strong team building skills.
Responsible for managing less complex relationships.
Has the ability to effectively evaluate a client’s personal and investment needs and then create an investment policy statement, asset allocation, investment portfolio and financial plan.
Conducts client reviews and effectively adapts and modifies client portfolios and financial plans to the ever-changing client situation and financial marketplace.
Manages and continually enhances the client experience through strong relationship management.
Investment Management & Financial Planning
Has a strong level of investment management understanding and proficiency and is able to clearly communicate BPICI’s investment strategies to clients.
Strong knowledge and understanding of Financial Planning principles and is able to incorporate into each client’s personal and financial situation.
Ability to craft and implement basic financial planning strategies to help clients achieve their financial and personal goals.
Recognized as having strong experience in discretionary money management for High Net Worth Individuals (HNW).
Effective implementation of client strategies, management of investment portfolios and ongoing evaluation of performance within parameters dictated by each client’s investment policy statement.
Ability to identify new business opportunities within existing book of business.
Effectively acquire new referrals from existing book of business.
Continuously look for ways to enhance BPB presence in the marketplace by crafting innovative business development strategies and works closely with other BPB professionals in support of their business development activities.
Responsible for developing profitable new business leads through extensive external networks.
Has a strong level of understanding of the financial services, financial planning and investment management industries to effectively implement appropriate business development strategies.
Supports a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.
Provides insight and shares expertise with team members in regards to investing and financial planning.
Ensures compliance policies and procedures relating to private client money management and existing risk management procedures and controls are being followed
May be required to assist with ad-hoc projects in support of the Regional Director - Investment Management
CFA and CFP designations.
Minimum of 5 years working experience in the investment and/or financial services industry.
Registered as an IC/PM in the Province where in operation.
Strong investment management and financial planning knowledge and skills.
Strong business development experience with successful track record.
Strong client service, interpersonal and communication skills.
Strong relationship management skills to effectively manage relationships across multiple levels of the organization, across lines of business, across various BMO FG companies and with external partners
At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.
BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
About BMO Financial Group
Established in 1817, BMO Financial Group is a highly diversified North American financial services provider. With more then 47,000 employees, BMO provides millions of customers with a broad range of retail banking, wealth management and investment banking products and services, through our operating groups: Personal and Commercial Banking Canada; Personal and Commercia...l Banking U.S.; Private Client Group; and BMO Capital Markets.
BMO Wealth Management
Private Client Group (PCG), BMO's group of wealth management businesses, serves a full range of client segments from mainstream to ultra-high net worth and institutional, with a broad offering of wealth management products and solutions. PCG operates in both Canada and the United States as well as in Asia and Europe.
BMO Nesbitt Burns
BMO Harris Private Banking in Canada; BMO Private Bank in the United States
BMO Global Asset Management
BMO Global Asset Management – Taplin, Canida, & Habacht (TCH)
BMO Global Asset Management is a global investment manager with more than $260 billion in assets under management as of July 31, 2014, including discretionary and non-discretionary assets under management. BMO Global Asset Management is a part of BMO Financial Group (NYSE: BMO), a fully diversified financial services organization with $538 billion total assets and more than 46,000 employees as of July 31, 2014.
Taplin, Canida & Habacht (TCH) is a registered investment advisor located in Miami, Florida. Founded in 1985, the firm specializes in fixed income asset management with approximately $10 billion in assets under management. TCH is part of BMO Global Asset Management’s network of world-class boutique managers.