BMO Financial Group in Canada seeks a seasoned investment management skilled to support Investment Counsellors with portfolio administration, execution of transactions, and adherence to BPIC’s philosophy.
The role requires CFA/Investment Manager credentials, strong regulatory knowledge, and the ability to work in a fast-paced private wealth environment in Canada. Competitive salary and comprehensive benefits accompany the position.
📌 Senior Portfolio Management Lead - Private Wealth (Toronto)
🏢 Socket.dev
📍 Toronto
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