Job Description
BMO Private Wealth
is centered on long‑term client relationships. We 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 Investment Counsellor manages a portfolio of clients to retain and grow the relationships, evaluates clients’ personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy s...
is centered on long‑term client relationships. We 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 Investment Counsellor manages a portfolio of clients to retain and grow the relationships, evaluates clients’ personal and investment needs and creates an investment policy statement, asset allocation, investment portfolio, and financial plans. Implements client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy s...
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