Shape the future at BMO as a Manager in Client Investment Management, focusing on portfolio administration and strategic oversight. Engage actively with investment teams to enhance client experiences. In this pivotal role at BMO Private Banking Canada, you will drive the administration and execution of client investments while ensuring adherence to compliance and risk management standards.

You'll also coach and develop team members, enabling effective collaboration with Investment Counselors to maintain informed and compliant client portfolios. Your insights and expertise will play a crucial role in supporting the BMO investment strategy and contributing to both team and organizational success. Key Responsibilities:
Implement investment orders and manage execution strategies




Provide strategic guidance to team members
Liaise with trading desks for process improvement
Conduct portfolio performance assessments
Lead various project management initiatives Requirements:
5+ years’ experience in investment management
CFA Charter or Canadian Investment Manager certification
Robust technical skills in portfolio management tools
Effective at risk management and compliance protocols
Excellent communication and persuasive skills Bring your investment expertise and leadership to BMO, enriching client portfolios with cutting-edge management solutions.

📌 Bmo Manager, Client Investment Management Toronto
🏢 BMO
📍 Toronto