Elevate client investment experiences with BMO Financial Group as the Manager of the Portfolio Management Group. Lead portfolio administration, team dynamics, and risk management in a quick-paced environment.
This leadership role focuses on optimizing client investment accounts for BMO Private Banking in Canada. Ideal candidates will have strong skills in portfolio management, client interaction, and project management. As a manager, you will drive efficiency and effectiveness while ensuring compliance with investment strategies and policies.
Key Responsibilities:
• Oversee the implementation of investment recommendations
• Guide investment counselors in effective portfolio administration
• Manage direct client interactions for investment policies




• Lead and coach Portfolio Associates and Assistants
• Support ad-hoc projects for BMO Private Wealth initiatives
Requirements:
• Minimum 5 years in investment or financial services
• Credentialed as CFA Charter or Canadian Investment Manager
• Solid understanding of regulatory frameworks and portfolio management
• Strong communication and interpersonal skills
• Technical knowledge of portfolio management software
Maximize performance and client satisfaction by delivering expert investment management strategies at BMO Financial Group.
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📌 Portfolio Management Leader at BMO (Toronto)
🏢 BMO
📍 Toronto