Lead, Portfolio Management – Private Wealth

BMO U.S.; Toronto; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a skilled Portfolio Manager in Canada to support Investment Counselors within BPIC, handling portfolio administration and implementation with attention to risk and compliance.

You will lead a team, manage ad-hoc projects, and contribute to investment policy execution, delivering client-centric financial solutions in a fast-paced private wealth environment. This salaried role offers competitive compensation.

Qualifications

• Ability to pursue registration as Advising Representative with Provincial Securities Commissions.
• CFA Charter or Canadian Investment Manager designation or eligibility to register.
• Minimum 5 years in investment/financial services industry related to private wealth.

Responsibilities

• Operate portfolio administration and execution in discretionary accounts.
• Lead and coach Portfolio Associates and Portfolio Assistants.
• Support investment policy and client portfolios with BPIC standards.
• Manage risk and ensure compliance with First Principles and codes of conduct.

Skills

Portfolio management

Leadership

Communication

Attention to detail

Team collaboration

Analytical skills

Industry knowledge

Trading systems

MS Office

Bloomberg

Education

CFA Charter

Canadian Investment Manager designation

Registration eligibility - Advising Representative

Tools

Charles River CRIMS

FIS Global Plus

MS Office

Bloomberg

Job description

BMO Financial Group is seeking a skilled Portfolio Manager in Canada to support Investment Counselors within BPIC, handling portfolio administration and implementation with attention to risk and compliance.

You will lead a team, manage ad-hoc projects, and contribute to investment policy execution, delivering client-centric financial solutions in a fast-paced private wealth environment. This salaried role offers competitive compensation.