Elevate client relationships as an Investment Counsellor with BMO, focusing on HNW individuals. Manage portfolios and implement strategies that align with client investment goals.
This associate-level role requires 4-6 years of relevant experience and a CFP designation. You will assess clients' financial needs, create investment policy statements, and manage ongoing performance evaluations. Your expertise will drive revenue growth through nurturing existing relationships and acquiring new clients by leveraging your network.
Key Responsibilities:
• Manage client portfolios and assess financial needs
• Implement investment strategies based on client profiles
• Support business development and achieve compliance targets
• Build relationships with internal and external stakeholders
• Monitor performance and enhance client experience
Requirements:
• 4-6 years of relevant experience in finance
• Certified Financial Planner (CFP) designation
• Expertise in HNW...