Application Deadline: 08/13/2026 Address: 429 Elizabeth Street Job Family Group: Wealth Sales & Service BMO Private Wealth is centered on long term client relationships. We support high net worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within BMO Private Investment Counsel (BPIC ), a key part of BMO Private Wealth, delivering discretionary portfolio management solutions to high-net-worth and ultra-high-net-worth clients. The Associate Investment Counsellor 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 current sales results through referrals and personal network. Works collaboratively in the Private Wealth branch and with regional teams to identify and make referrals.



Supports the achievement of business development, revenue, referral, retention, and compliance targets. Manages less complex relationships and asset sizes. Applies investment management expertise to communicate and implement investment strategies to client's personal and financial situation. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Monitors and tracks performance, and addresses any issues. Designs and produces regular and ad-hoc reports, and dashboards. Manages and continually enhances the client experience through strong relationship management. Performs sales and service support activities to meet client needs and maintain overall service levels. Identifies new business opportunities and acquires referrals from existing book of business. Implements business development strategies to acquire new business. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the

📌 Associate Investment Counsellor, Private Wealth (Burlington)
🏢 BMO Financial
📍 Burlington