Join BMO as a Manager in the Investment Management sector, focusing on effective portfolio oversight and team effectiveness.

Support Investment

Counselors and ensure compliance with investment mandates. This managerial position within BMO Private Banking Canada emphasizes the administration of client portfolios, fostering innovation, and enhancing team performance. You will implement investment policies, execute trades, and guide Portfolio Associates in delivering exceptional service.

Establishing strong relationships with Investment Counselors is vital, as you'll ensure efficient management across various client accounts while adhering to compliance regulations and best practices. Key Responsibilities:

- Direct portfolio administration and client investment strategy




- Foster team effectiveness and development of staff
- Execute financial transactions for client portfolios
- Ensure compliance with investment standards
- Support project initiatives within BMO Private Wealth Canada Requirements:
- 5+ years in financial services or investment management
- CFA Charter or equivalent designation required
- Solid analytical and organizational skills
- Proficient with trading and portfolio management software
- Excellent relationship management abilities Harness your leadership skills in investment management to drive success with BMO Private Banking Canada.

📌 Manager in BMO Investment Management (Toronto)
🏢 BMO
📍 Toronto