Associate Investment Counsellor – BMO Private WealthWe 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. They evaluate client’s personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and financial plans. They implement client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy statement. They drive new sales results through referrals and a personal network and work collaboratively in the Private Wealth branch and with regional teams to identify and make referrals.ResponsibilitiesSupports the achievement of business development, revenue, referral, retention, and compliance targets.Manages less complex relationships and asset sizes.Applies investment management expertise to communicate and implement investment strategies to client’s personal and financial situation.Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.Builds effective relationships with internal/external stakeholders.Ensures alignment between stakeholders.Monitors and tracks performance, and addresses any issues.Designs and produces regular and ad‑hoc reports,



and dashboards.Manages and continually enhances the client experience through strong relationship management.Performs sales and service support activities to meet client needs and maintain overall service levels.Identifies current business opportunities and acquires referrals from existing book of business.Implements business development strategies to acquire new business.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.Identifies and recommends ways to enhance the client experience.Focus is primarily on business/group within BMO; may have broader,enterprise‑wide focus.Exercises judgment to identify, diagnose, and solve problems within given rules.Works independently on a range of complex tasks, which may include unique situations.Broader work or accountabilities may be assigned as needed.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, laws and regulations.QualificationsTypically between 4 - 6 years of relevant experience and a post‑secondary degree in a related field of study or an equivalent combination of education and experience.Certified Financial Planner (CFP) designation.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).In‑depth business development experience with a successful track record.Technical proficiency gained through education and/or business experience.Verbal and written communication skills – In‑depth.Collaboration and team skills – In‑depth.Analytical and problem‑solving skills – In‑depth.Influence skills – In‑depth.Data‑driven decision making – In‑depth.CompensationSalary :$56,000.00 – $103,500.00Pay Type :Salaried & CommissionBMO Financial Group’s pay range and type are provided. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role and may include a commission structure. Salaries for part‑time roles will be pro‑rated based on the number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.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, and other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our perks, please visit ://jobs.Bmo.Com/global/en/Total-RewardsBenefits & SupportFrom in‑depth training and coaching to manager support and network‑building opportunities, we help you gain valuable experience, broaden your skillset, and make an impact from day one for both yourself and our customers. We’re committed to an inclusive, equitable and accessible workplace. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.Recruitment NoticeNote to recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.#J-18808-Ljbffr

📌 Financial Associate (Rr Licensed) Cibc Wood Gundy - $56,000 - $103,500 A Year (Winnipeg)
🏢 BMO
📍 Winnipeg