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Added 2 mins ago
AC
Gérant 1090
Alimentation Couche-Tard
Levis, QC
- Full-time
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Added 4 hours ago
IW
Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
Added 6 hours ago
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REVENUE CLERK 2
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CC
Account Representative 3 - RC - Union
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- Full-time
As an Account Representative, under limited supervision you will provide a full range of member service with respect to all credit union services and are a primary developer of enhanced…
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IW
Senior Manager, Living Plan Portal - Canada
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Added 13 hours ago
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Store Associate (Part-Time)
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A typical full-time schedule will consist of day shifts, two evenings per week, and alternating weekends with a schedule of 35-40 hours weekly. A typical part-time schedule will be a mix of…
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Giant Tiger
Drummondville, QC · St.-Nicéphore, QC
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BMO

Manager, Portfolio Management Group, Private Wealth

Toronto, ON, Canada
FCP, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Oct 19, 2026
Experience: Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions.
Posting language: English
Posted: Oct 5, 2026

Original job description

Application Deadline:

10/18/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

The Portfolio Management Group (PMG) is responsible for supporting BMO Private Banking Canada’s Investment Counselors (ICs) with the effective administration and implementation and monitoring of client investment accounts which are to be in line with BMO Privates Investment Counsel (BPIC)’s philosophy, strategies and mandates.

Key Accountabilities

Portfolio Administration and Implementation

Leadership & Team Effectiveness

Project Management

Risk Management & Control

ACCOUNTABILITIES

1. Portfolio Administration and Implementation

Implement investment recommendations of the Investment Policy Committee and investment managers by generating orders and executing transactions in BPIC’s discretionary accounts.

Support Investment Counsellors in the administration and management of client portfolios by generating orders and executing transactions upon request.

Maintain low portfolio variability with established investment models to keep performance in line with internal benchmarks.

Proactively review client accounts to ensure portfolios are managed in an efficient manner by utilizing portfolio management software capabilities while ensuring compliance with investment constraints.

Proactively liaise with the trading desk to enhance synergies.

In some cases, may have direct interaction with clients in establishing appropriate Investment Policy Statements for centrally managed mandates for Trust and staff accounts.

2. Practice Management and Team Effectiveness

Establish and maintain positive relationships with Investment Counsellors and provide guidance to Investment Counsellors in the management of client portfolios.

Coach, motivate, develop and provide counsel to Portfolio Associates and Portfolio Assistants in the resolution of complex issues.

Provide insight and share expertise with team members and colleagues in regards to BPIC’s investment platform and products.

Support a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.

Provide feedback and support to the Regional Directors of Investments.

3. Project Management

Assist, as subject matter experts, with ad-hoc projects in support of BMO Private Wealth Canada initiatives.

4. Risk Management and Control

Protect the Bank’s assets and clients by ensuring proper adherence to all aspects of First Principles, Our Code of Conduct, Ethics, and compliance policies and procedures relating to private client money management.

Qualifications

Credentials and experience sufficient to achieve registration as Advising Representative with Provincial Securities Commissions is required (earned CFA Charter and has gained 12 months of relevant investment management experience in the 36-month period before applying for registration; or received the Canadian Investment Manager designation and has gained 48 months of relevant investment management experience, 12 months of which was gained in the 36-month period before applying for registration) or eligibility to be registered as an Advising Representative - Client Relationship Manager (AR-CRM).
University degree
CFA Charter or Canadian Investment Manager designation
Minimum of 5 years working experience in the investment and/or financial services industry either in a similar role or within the Private Wealth or Investment Management divisions.
Skills
Strong understanding of portfolio management principles and the regulatory environment.
Ability to work in a fast-paced environment
Excellent interpersonal, communication, relationship management and persuasion skills (verbal, listening and writing)
Strong attention to detail and analytical skills as well as being organized and the ability to multi-task and take initiative
Strong ability to work independently and as part of a team
Strong understanding of financial markets, investment products and familiarity with taxation issues.
Strong understanding of the regulatory environment
Strong technical skills and exposure to portfolio management and trading (Charles River – CRIMS and CRA) and book of record software (FIS – Global Plus) is an asset.
Strong computer skills: MS Office, MS Outlook, Bloomberg is an asset.

Salary:

$70,000.00 - $150,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

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More about this job

Responsibilities

The Portfolio Management Group is responsible for supporting Investment Counsellors with the administration, implementation, and monitoring of client investment accounts. This role involves executing transactions, maintaining portfolio models, and ensuring compliance with investment constraints and regulatory policies.

Requirements

Candidates must hold a CFA Charter or Canadian Investment Manager designation and possess at least 5 years of experience in the investment or financial services industry. The role requires eligibility for registration as an Advising Representative with Provincial Securities Commissions.

Skills

Portfolio management
Investment administration
Risk management
Financial analysis
Relationship management
Trading execution
Compliance
Investment policy
Project management
Communication skills
Analytical skills
Charles River
FIS Global Plus
Bloomberg
MS Office
Team leadership

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Portfolio Management
Private Wealth
Investment Counsel
CFA Charter
Canadian Investment Manager
Advising Representative
Trading
Compliance
Risk Management
Charles River
CRIMS
FIS Global Plus
Bloomberg
Investment Policy
Financial Markets
Taxation
Portfolio Administration
Wealth Sales
Investment Management

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