Find work in Canada.

322,489 jobs across our Canadian network. How we count

Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 3 mins ago
E
Manager Transaction Advisory Services
Exceleris
Montreal, QC · Greater Montreal Metropolitan Area
- Full-time
Contribute to business development and client relationship initiatives.
Added 3 mins ago
TS
VP, Debt Capital Markets, Corporate & Investment Banking
TD Securities
Toronto, ON
- Full-time
…skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety…
Added 3 mins ago
BC
Executive Advisor, Legal Services
Build Canada Homes | Maisons Canada
ON · Ontario, Canada
- Full-time
Assists Risk & Records Manager with insurance renewals.
Added 3 mins ago
RE
Senior Quantitative Research Analyst
RONELLE EXPEDITING CORP
Toronto, ON
- Contract
Supports the development of monthly CX reports for Canadian Banking leadership, including bespoke analysis on client behaviours and pain points.
Added 3 mins ago
WC
Quality Assurance Coordinator
World Courier
Mississauga, ON
- Full-time
…metrics. This includes to act as a first contact for the Country Manager and local team for quality related topics. And to ensure that quality aspects for Transport are adequately…
Added 3 mins ago
GS
Artificial Intelligence Engineer
Gala Solutions
Montreal, QC
- Contract
Our mission is to develop a firmwide Artificial Intelligence (AI) Development Platform that aligns with the firm’s technology principles and drives efficiency and consistency, controls…
Added 3 mins ago
C
Technology Program Manager
Cognizant
Toronto, ON
- Full-time
Cognizant is seeking an experienced 15 + years of experience Technology Program Manager to join a global banking technology organization. In this Associate Director-level role, you will…
Added 3 mins ago
M
Gestionnaire des services TI / IT Service Manager
mthree
Montreal, QC
- Full-time
Added 3 mins ago
GS
Chargé(e) de Projet / Project Manager
Gentilhomme Studio
Montreal, QC
- Full-time
Élaborer le brief de projet en réunissant les besoins et contributions du client ainsi que des équipes créatives, techniques et de production dans un cadre clair et commun qui guidera le…
Added 5 mins ago
A
Senior Revisor/Translator, Temporary
Aviso
Montreal, QC
- $70 CAD / hour
- Contract
Reporting to the Senior Manager, Translation Services, the Senior Reviser/Translator will be responsible for accurate and quality revision and translation of materials based on industry and…
Added 5 mins ago
A
Senior Revisor/Translator, Temporary
Aviso
Toronto, ON
- $70 CAD / hour
- Contract
Reporting to the Senior Manager, Translation Services, the Senior Reviser/Translator will be responsible for accurate and quality revision and translation of materials based on industry and…
Added 5 mins ago
L
Analyst, Investment Services
LetkoBrosseau
Toronto, ON
- Full-time
…and increased standing as a global, independent investment manager that is always committed to acting ethically and serving clients’ best interests. The team’s mandate is to support…
Added 5 mins ago
NB
Associate
National Bank of Canada
Sept-Îles, QC
- Full-time
Analyze client accounts to prepare for activities that support wealth advisors in their business development
Added 5 mins ago
CM
Mental Health Nurse
CASA Mental Health
AB · Edmonton, AB
- Full-time
Reporting to the Program Manager or Program Supervisor, the Mental Health Nurse works collaboratively within an interdisciplinary team to provide and coordinate services, including nursing…
Added 5 mins ago
H
Senior Electrical Power Engineer
HDR
Vancouver, BC
- Full-time
…power system studies, construction and equipment specification development, and balance of plant designs such as raceway, lighting, and grounding systems. In addition, the candidate will be…
Added 5 mins ago
G
Campaign Manager
Glassroom
Toronto, ON
- Full-time
You are the hands-on professional who ensures the flawless delivery of our campaigns. As a Campaign Manager (CM), you directly contribute to the success of the team and our clients by…
Added 5 mins ago
CP
Project Manager (Construction)
Crowne Pacific Development Corp
Campbell River, BC
- Full-time
Crowne Pacific Development Corp is an award‑winning builder and development firm based in Campbell River, BC. Known for our commitment to quality, integrity, and innovative design, we…
Added 7 mins ago
GC
Assistant Prosecutor - Legal Services (Contract Full-Time)
Grey County
Owen Sound, ON
- Full-time
…compensation package. We support learning and continuous employee development, and champion career progression for our employees. We value work-life balance, so you can make the most of…
Added 7 mins ago
Bilingual Project Manager - (Montreal Remote)
PBS Systems
Montreal, QC
The Bilingual Project Manager is responsible for leading and executing software conversion projects for PBS Systems’ automotive dealership clients. This role ensures successful project…
Added 7 mins ago
IT
Quality Control Coordinator
InTandem Talent
AB · Kitimat, BC · Calgary, AB · Edmonton
- Full-time
…around the world with an employer that is committed to career…
Added 7 mins ago
IT
HSE Coordinator
InTandem Talent
AB · Kitimat, BC · Calgary, AB · Edmonton
- Full-time
…around the world with an employer that is committed to career…
Added 7 mins ago
JH
Business Development Manager
John Henry Foster Minnesota, Inc.
Winnipeg, MB
- Full-time
Celco Controls seeks an accomplished and results-oriented Business Development Manager to continue to lead and accelerate our business development efforts.
Added 7 mins ago
Gestionnaire de comptes, Renouvellements / Bilingual Renewal Account Manager
MCAP
Waterloo, ON · Vancouver, BC · Toronto, ON · Montreal, QC · Calgary, AB
contact de départ avec le client (téléphone/courriel) au moyen de la liste
Added 21 mins ago
TH
Registered Nurse (RN) - PT Permanent, Erie Shores Residence
The Hospice of Windsor and Essex County
Leamington, ON
- $36.45 to $45.84 CAD / hour
- Part-time
…the interdisciplinary team, supporting the Hospice Residence Manager, Physicians, Registered Practical Nurses, Personal Support Workers, Coordinator of Volunteers, Social Workers and…
Added 22 mins ago
Manager, Marketing, Global Banking and Markets
Scotiabank
Toronto, ON
…initiatives that support business strategies, objectives and client engagement priorities. Ensures all activities comply with governing regulations, internal policies and procedures. The…

BMO

Manager, Portfolio Management Group, Private Wealth

Toronto, ON, Canada

$70,000.00 - $150,000.00 · Full-time

Apply About employer

Applications open in a new tab.

Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Nov 4, 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

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

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.

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.

Project Management

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

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.

Apply About employer

More about this job

Responsibilities

Lead portfolio administration and implementation for discretionary client accounts, including generating orders, executing transactions, monitoring portfolios, and ensuring compliance with investment mandates and constraints. Develop and support the portfolio team, collaborate with Investment Counsellors and trading partners, contribute to projects, and uphold risk controls and regulatory requirements.

Requirements

Requires a university degree and a CFA Charter or Canadian Investment Manager designation, along with at least five years of experience in investment or financial services. Candidates must meet the stated registration or eligibility requirements and demonstrate portfolio management knowledge, regulatory awareness, strong communication and analytical skills, and familiarity with investment products and financial markets.

Skills

Portfolio Management
Investment Administration
Trade Execution
Risk Management
Regulatory Compliance
Team Leadership
Coaching and Development
Project Management
Financial Markets
Investment Products
Analytical Skills
Relationship Management
Communication
Attention to Detail
Charles River CRIMS
Bloomberg

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 Group
Private Wealth
Investment Counselors
Investment Policy Committee
Investment Managers
Discretionary Accounts
Investment Policy Statements
Portfolio Administration
Trade Execution
Investment Models
Portfolio Management Software
Risk Management
Regulatory Compliance
CFA Charter
Canadian Investment Manager
Advising Representative
Client Relationship Manager
Financial Markets
Investment Products
Taxation
Charles River CRIMS
CRA
FIS Global Plus
Microsoft Office
Microsoft Outlook
Bloomberg

Report this job