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Added 8 mins ago
M
Senior Cloud Engineer -Hybrid
Manulife
Toronto, ON · Waterloo, ON
- Full-time
…share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in Canada includes holidays, vacation,…
Added 8 mins ago
M
Account Executive – Canada Retirement
Manulife
Halifax, NS
- Full-time
Partner with Pricing, Product, Investments, Marketing, Client Service, Implementation, Operations, Legal, and Compliance teams to develop client solutions and support successful sales…
Added 8 mins ago
M
Director of Product Growth
Manulife
Toronto, ON
- Full-time
…growth through differentiated products and provided superior service by partnering with our third-party distributors to identify better ways to access and serve our…
Added 8 mins ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Orillia, ON
- $45,000 to $49,900 CAD / year
- Part-time
As our Member Experiences Representative, you will be joining a team of highly engaged financial service professionals who are dedicated to providing an exceptional Member Experience. In…
Added 8 mins ago
MC
Member Services Representative - Part Time
Meridian Credit Union
Vineland, ON
- $45,000 to $49,900 CAD / year
- Part-time
As a Member Services Representative (Part-Time):
Added 8 mins ago
GT
Cashier (Full-Time)
Giant Tiger
Fredericton, NB
- Full-time
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…
Added 8 mins ago
GT
Cashier (Part-Time)
Giant Tiger
Fredericton, NB
- Part-time
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…
Added 23 mins ago
P
Maintenance Coordinator
Penske
Mississauga, ON
- Full-time
Full oversight of inventory productivity at the branch(es) for timely service support while mitigating risk of inventory loss.
Added 2 hours ago
WS
Provider Relationship Manager (Contract Manager)
WCG Services
Toronto, ON
- Full-time
…portfolio of providers to achieve great results for our clients and service users. The PRM will manage a network of Service Providers, ensuring they provide the highest level of service for…
Added 3 hours ago
AC
Gérant 1090
Alimentation Couche-Tard
Levis, QC
- Full-time
Leadership and Management: Directly supervises the activities of 2 or more full-time employees which may include Assistant Manager(s), Lead Representative(s) and Customer Service…
Added 7 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 9 hours ago
RF
Territory Sales Representative
Russell Food Equipment Limited
Thunder Bay, ON
- Full-time
Russell Hendrix Foodservice Equipment is looking for a Territory Sales Representative to join our Thunder Bay team. In this role, you’ll take ownership of your territory, build strong,…
Added 9 hours ago
REVENUE CLERK 2
City of Toronto
Toronto, ON
NOTE TO INTERNAL FULL-TIME AND PART-TIME CITY OF TORONTO EMPLOYEES:
Added 11 hours ago
KD
Représentant·e, Service aux consommateurs Customer Service Rep
Keurig Dr Pepper Canada
Montreal, QC
- Full-time
Représentant·e, Service aux consommateurs, segment entreprise-consommateur
Added 11 hours ago
PH
Customer Care Coordinator
ParaMed Home Health Care
Kitchener, ON
- Part-time
Under the direction of the Operations Manager and reporting to the Supervisors of Coordination, the Customer Care Representative will act as the primary point of contact for clients and…
Added 12 hours ago
KD
Représentant·e, Service aux consommateurs Customer Service Rep
Keurig Dr Pepper
Montreal, QC
- Full-time
Représentant·e, Service aux consommateurs, segment entreprise-consommateur
Added 12 hours ago
A
Client Service Representative - La Crete
ATB
La Crête, AB
- Full-time
At ATB Financial, we're more than just a bank. We're a team dedicated to making banking work for people. As a Client Service Representative, you'll be the welcoming face of ATB, providing…
Added 14 hours ago
GO
Community Service Worker
Government of Manitoba
Winnipeg, MB
- Part-time
An eligibility list may be established to fill regular, term, part-time and/or full-time positions and will remain in effect for 6 months.
Added 14 hours ago
S
Clinical Resource Nurse (CRN)
St.Amant
Winnipeg, MB
- $46.02 to $56.35 CAD / hour
- Full-time
The Clinical Resource Nurse facilitates efficiency and effectiveness in clinical health care and service to people supported by H&TS. The Clinical Resource Nurse models and promotes a…
Added 15 hours ago
CC
Account Representative 3 - RC - Union
Coastal Community
Nanaimo, BC
- 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…
Added 15 hours ago
CC
Account Representative 3 - RC - Union
Coastal Community
BC · Nanaimo, BC · Courtenay, BC
- 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…
Added 15 hours ago
M
HVAC Branch Representative
Master
Fredericton, NB
- Full-time
If you are someone who enjoys providing exceptional customer service, has knowledge and experience in the HVAC industry, and wants to join a dynamic and dedicated team, then Master is the…
Added 15 hours ago
IW
Senior Manager, Living Plan Portal - Canada
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 15 hours ago
IW
Coordinator, Region Office Operations (12 Months Contract) - North York, ON
IG Wealth Management
ON · Ontario, Canada
- Contract
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 15 hours ago
IW
Senior Manager, Living Plan Portal - Canada
IG Wealth Management
ON · Ontario, 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.

BMO

Manager, Portfolio Management Group, Private Wealth

Toronto, ON, 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: 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.

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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

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