Overview

Application Deadline: 08/27/2026 Address: 100 King Street West Job Family Group: Wealth Sales & ServiceThe Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada's Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)'s philosophy, strategies and mandates.Key Accountabilities1. Portfolio Administration and Implementation2. Leadership & Team Effectiveness3. Project Management4. Risk Management & Control1. Portfolio Administration and ImplementationImplement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC's discretionary accounts.Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request.Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks.Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints.Proactively liaise with the trading desk to enhance synergies.2. Practice Management and Team EffectivenessEstablish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios.Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.Provide insight and share expertise with team members and colleagues in regards to BPIC's investment platform and products.Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.Provide feedback and support to the Regional Directors of Investments.3. Project ManagementAssist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives.4. Risk Management and ControlProtect the Bank's assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management.KnowledgeCredentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration) or eligibility to be registered as an Advising Representative - Client Relationship Manager (AR-CRM).University degreeCFA Charter or Canadian Investment Manager designationMinimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions.SkillsStrong understanding of portfolio management principles and the regulatory environment.Ability to work in a fast-paced environmentExcellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing)Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiativeStrong ability to work independently and as part of a teamStrong understanding of financial markets, investment products and familiarity with taxation issues.Strong understanding of the regulatory environmentStrong technical skills and exposure to portfolio management and trading (Charles River - CRIMS and CRA) and book of record software (FIS - Global Plus) is an a