Managed Portfolio Oversight Supervisor

BMO Financial Group; Toronto; On-site; CAD 64,000 - 121,000; Full time

Job summary

A leading financial services company in Toronto is seeking an experienced individual to supervise managed accounts in their MPA program. The ideal candidate will have at least 5 years in wealth management, strong problem-solving skills, and a CFA or CIM designation. This role includes responsibilities like coordinating with supervision teams and providing expert consultation to Portfolio Managers.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Minimum 5 years experience in wealth management industry.
• Strong understanding of portfolio management principles.
• Clear understanding of the regulatory environment.

Responsibilities

• Provide quarterly supervision of managed accounts.
• Coordinate with Branch Supervision to resolve issues.
• Act as Direct Supervisor for Associate Portfolio Managers.

Skills

Wealth management experience

Portfolio management principles

Regulatory understanding

Problem-solving skills

Interpersonal skills

MS Office proficiency

Bilingual (French/English)

Education

CFA or CIM designation

University degree or College diploma in business

Job description

A leading financial services company in Toronto is seeking an experienced individual to supervise managed accounts in their MPA program. The ideal candidate will have at least 5 years in wealth management, strong problem-solving skills, and a CFA or CIM designation. This role includes responsibilities like coordinating with supervision teams and providing expert consultation to Portfolio Managers.