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 recent sales results through referrals and personal network. Works collaboratively in the Private Wealth branch and with regional teams to identify and make referrals. Manages less complex relationships and asset sizes.

Applies investment management expertise to communicate and implement investment strategies to client’s personal and financial situation. Monitors and tracks performance, and addresses any issues. 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 Bank's assets and complies with all regulatory, legal, and ethical requirements. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role,



in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

Registered Investment

Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating. In-depth experience in discretionary money management for High Net Worth Individuals (HNW). Technical proficiency gained through education and/or business experience.

Data driven decision making - In-depth. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards.

BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. It calls on us to create lasting, positive change for our customers, our communities and our people. We strive to help you make an impact from day one – for yourself and our customers.

We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset. Accommodations are available on request for candidates taking part in all aspects of the selection process.

A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

📌 Associate Investment Counselor (Burlington)
🏢 BMO Financial
📍 Burlington