Elevate your career as a Manager in BMO's Portfolio Management Group, driving effective client investment management and team performance. Join a agile environment focused on compliance, project management, and client relations. In this crucial managerial role at BMO Private Banking Canada, you will oversee portfolio administration and lead the team to optimize client accounts.

You'll ensure proactive management and execution of investment strategies in alignment with internal benchmarks. This involves maintaining effective relationships with Investment Counselors and guiding Portfolio Associates in resolving complex issues while promoting a team-oriented work atmosphere. Key Responsibilities:
Oversee the implementation of client investment strategies




Lead and motivate the investment management team
Execute transactions in discretionary accounts
Regularly review client account performance
Collaborate with the trading desk to enhance operations Requirements:
CFA Charter or Canadian Investment Manager designation
Minimum 5 years in investment/financial services
Robust understanding of portfolio management principles
Proficiency in portfolio management software
Excellent communication and relationship management skills Leverage your expertise in investment management and team leadership at BMO, driving impactful client solutions.

📌 Bmo Portfolio Management Group Manager Toronto
🏢 BMO
📍 Toronto