Location
burlington
Job Type
Full-time
Posted
July 04, 2026
Job Description
Elevate your career with BMO Private Wealth as an Associate Investment Counsellor. Manage client relationships and implement tailored investment strategies for high-net-worth individuals while collaborating with a dedicated team.
Join BMO Private Wealth, where you’ll support high-net-worth clients through personalized portfolio management. As an Associate Investment Counsellor, you’ll engage in business development while evaluating clients’ investment needs and crafting comprehensive financial plans. This role emphasizes collaboration within the Private Wealth branch to ensure exceptional service.
Key Responsibilities:
• Manage client portfolios to enhance relationships
• Create investment policy statements and asset allocations
• Drive sales through referrals and existing network
• Collaborate with teams for strategic initiatives
• Monitor portfolio performance and client satisfaction
Requirements:
• 4-6 years ...
Join BMO Private Wealth, where you’ll support high-net-worth clients through personalized portfolio management. As an Associate Investment Counsellor, you’ll engage in business development while evaluating clients’ investment needs and crafting comprehensive financial plans. This role emphasizes collaboration within the Private Wealth branch to ensure exceptional service.
Key Responsibilities:
• Manage client portfolios to enhance relationships
• Create investment policy statements and asset allocations
• Drive sales through referrals and existing network
• Collaborate with teams for strategic initiatives
• Monitor portfolio performance and client satisfaction
Requirements:
• 4-6 years ...
Ready to Apply?
Submit your application for Investment Counsellor at BMO Private Wealth at Bank of Montreal
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