Senior portfolio consultant, bmo gam

BMO Financial Group; Toronto; On-site; CAD 80,000 - 100,000; Full time

Job summary

A leading financial institution is seeking a Senior Portfolio Consultant to support the sales teams through portfolio analysis and investment recommendations. The role requires expertise in constructing model portfolios and promoting BMO ETFs and funds, necessitating strong analytical and sales support skills. This position offers opportunities for personal and professional growth within a collaborative environment.

Qualifications

• Experienced investment professional with portfolio analysis skills.
• Ability to develop sales for ETFs, funds, and alternative investments.
• Strong communication skills to support Regional Sales Managers.

Responsibilities

• Provide in-depth analysis and construction of model portfolios.
• Deliver investment recommendations and thought leadership across asset classes.
• Support RSMs in educational efforts regarding portfolio construction.

Skills

Portfolio analysis

Investment recommendations

Sales support

Job description

Overview

GMO Global Asset Management (GAM) is seeking a seasoned investment professional to join our team. This individual will play a critical role in supporting Regional Sales Managers (RSMs) and the advisor community by delivering high-impact portfolio analysis, investment recommendations, and thought leadership across asset classes and product types. The role is responsible for in-depth analysis and construction of model portfolios and client investment proposals. The investment universe will include (but is not limited to) ETFs, mutual funds, and alternative investments. The incumbent is responsible for developing sales of BMO ETFs, funds and alternatives through multi-channel partnerships across the country.

The Senior Portfolio Consultant provides the RSMs with sales support, promotional assistance and education on portfolio construction using BMO ETFs, funds and alternative investments.