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Added 12 mins ago
CC
Digital Marketing Manager
Citation Canada
Toronto, ON
- $66,000 to $80,000 CAD / year
- Full-time
Coordinates with website developers and technical partners to deliver site improvements, resolve technical issues and support ongoing website performance.
Added 42 mins ago
B
Business Area Manager
BAT
AB · Edmonton, AB
- Full-time
We’re pleased to share an exciting new opening within our Procurement team for the position of Business Area Manager in Edmonton, Canada
Added 42 mins ago
RP
Business Development / Sales Account Manager
Roll Pro Security Shutters & Roll Up Doors
Concord, ON
- Full-time
As our business continues to grow, we are looking for a motivated and results-driven Business Development / Sales Account Manager to expand our dealer network, develop new business…
Added 42 mins ago
B
Demand Planning Manager
BAT
Montreal, QC
- Full-time
Added 1 hour ago
B
Senior Community Residential Manager
Boardwalk
Saskatoon, SK
- Full-time
…passionate about the same. If you have previous customer service, sales, or property management experience, we’d love to hear from…
Added 1 hour ago
B
Community Residential Manager
Boardwalk
AB · Edmonton, AB
- Full-time
…passionate about the same. If you have previous customer service, sales, or property management experience, we’d love to hear from…
Added 2 hours ago
ES
Sales and Business Manager
ETAC Service & Supply
Winnipeg, MB
- Full-time
ETAC Power is looking for a proactive, results-driven Sales Representative to lead revenue growth for our power generation and electrical distribution products. This role owns the full…
Added 2 hours ago
CH
Seasonal Holiday Team Lead- St. Vital Centre
Cherry Hill Programs
Winnipeg, MB
- Part-time
Lead by example and reinforce policies and procedures established by Operations Manager/Regional Manager
Added 2 hours ago
L
Product Manager
Linedata
Toronto, ON
- Full-time
The Linedata Capitalstream Product Manager is responsible for managing Capitalstream product capabilities throughout the product lifecycle from initial concept and market research through…
Added 3 hours ago
EC
Event Operations Manager- Fairmont Waterfront
Encore Canada
Vancouver, BC
- Full-time
Ensures that billing is reviewed and approved by clients and advises the Director and/or Sales Manager of any potential challenges.
Added 3 hours ago
EC
Event Senior Technical Lead - Niagara Falls
Encore Canada
Niagara Falls, ON
- Full-time
The Sr. Technical Lead is a Mid-Tier technical Operator, focusing on small general session work, or assisting with larger general sessions. This is intended to be a bridge between technical…
Added 3 hours ago
EC
Sales Manager - Niagara Falls
Encore Canada
Niagara Falls, ON
- Full-time
The Sales Manager is responsible for effectively guiding customers through event experiences, identifying solutions that meet their goals and objectives, resulting in a compelling event…
Added 3 hours ago
EC
Event Sales Coordinator - Niagara Falls
Encore Canada
Niagara Falls, ON
- Full-time
The Sales Coordinator is responsible for assisting the Event Technology team by selling equipment and services for events of all sizes with a special focus on events under $5K in revenue.…
Added 3 hours ago
A&
Core Tax Incentives Manager – Technical
Alvarez & Marsal
Toronto, ON
- Full-time
You will use your technical background to assess whether projects and equipment qualify, and combine it with tax knowledge to help clients build and defend robust incentive claims.
Added 3 hours ago
A&
Core Tax Incentives Manager – Technical
Alvarez & Marsal
Calgary, AB
- Full-time
You will use your technical background to assess whether projects and equipment qualify, and combine it with tax knowledge to help clients build and defend robust incentive claims.
Added 3 hours ago
Sr. Digital Product Manager, Advice & Financial Guidance
Scotiabank
Toronto, ON
As the Senior Digital Product Manager, Advice, you will drive the evolution of Scotia’s digital advice experience. In this role, you’ll lead the delivery of innovative features and…
Added 4 hours ago
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Estimating Manager - Minto Frame & Truss NSW
Bunnings
Minto, ON
- Full-time
You’ll lead a team with a mix of experience levels, creating an environment where people can develop their technical knowledge, share ideas and produce accurate, high-quality work. You’ll…
Added 4 hours ago
S
Director / Senior Business Development Manager
Synechron
Toronto, ON
- Full-time
Drive end-to-end sales pursuits from lead generation through contract execution.
Added 4 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with…
Added 4 hours ago
CW
Facility Solutions Manager, full time
City Wide Facility Solutions
Vancouver, BC
- $55,000 to $80,000 CAD / year
- Full-time
Are you excellent at managing and retaining B2B accounts? Do you also have strong selling skills for increasing sales within an account? If you answered yes, consider this opportunity with…
Added 4 hours ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 4 hours ago
OB
Marina Manager, Ladysmith Marina
Oak Bay Marine Group
BC · Ladysmith Marina, British Columbia
- Full-time
The Marina Manager oversees the day-to-day operations of the Marina providing the leadership and setting exceptional standards of ‘Yes I Can’ service performance in order to deliver…
Added 5 hours ago
L
Assistant Manager, Guest Experience | Promenade St-Bruno | CONTRAT
lululemon
Saint-Bruno-de-Montarville, QC · St-Bruno-de-Montarville, QC
- Full-time
…running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in…
Added 5 hours ago
S
Staff Software Engineer, Risk Engineering
Stripe
Toronto, ON
- Full-time
As a Staff Engineer on Financial Crimes Engineering, you'll own technical direction across our screening, detection, and review systems. You'll design infrastructure that balances screening…
Added 5 hours ago
O
Business Development & Marketing Manager - Engineering Services
Optim-Structure
Montreal, QC
- Full-time
Business Development & Marketing Manager - Engineering Services

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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