100 King Street West Toronto Ontario,M5X 1A1

BMO Global Asset Management (GAM) is seeking a seasoned investment professional to join our team. This individual will play a critical role in supporting Regional Sales Managers (RSMs) and the advisor community by delivering high-impact portfolio analysis, investment recommendations, and thought leadership across asset classes and product types. The role is responsible for in-depth analysis and construction of model portfolios and client investment proposals. The investment universe will include (but is not limited to) ETFs, mutual funds, alternative investments. The incumbent is responsible for developing sales of BMO ETFs, funds and alternatives through multi-channel partnerships across the country.

The Senior Portfolio Consultant provides the RSMs with sales support, promotional assistance and education on portfolio construction using BMO ETFs, funds and alternative investments.

• Provides input into strategic decision making.

• Supports new product and business development.

• Influences and negotiates to achieve business objectives.

• Assists in the development of strategic plans.

• Identifies emerging issues and trends to inform decision-making.

• Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.

• Acts as a subject matter expert on relevant regulations and policies.

• May consult to or serve on various committees.

• Establishes investment strategies, styles and products that will help meet growth and profitability objectives.

• Manages mostly tactical with some strategic relationships with peers in department and functional

• Manages, evaluates and monitors performance of the designated portfolio in alignment with investment objectives and client parameters based on the designated portfolio management discipline (e.g., equity, fixed income, quantitative, etc.).

• Develops investment strategies to meet objectives and constructs and maintains portfolio within client investment guidelines, achieving appropriate diversification.

• Assists in the construction of models in order to ensure the necessary investment characteristics are within client needs and investment mandates.

• Executes various portfolio management requirements including, but not limited to: trading and execution, regular economic commentaries, corporate actions, rebalancing, asset allocation, risk management, idea generation and product engineering, and interacting with market participants.

• Contributes to business development in client and industry facing activities and events.

• Monitors domestic & international economic and political trends for potential impact on the fundamentals and performance of the capital markets and strategies.

• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

• Conducts research to support portfolio management activities.

• Maintains the highest fiduciary duty when representing and acting in our clients’ interests.

• Continuously identifies, monitors and manages potential risks within our business and processes.

• Discusses process, portfolio construction risk management and issuer selection with existing and potential clients as circumstances require.

• Assists with new business opportunities; delivers presentations and effectively acquires or develops new business with potential clients or external parties.

• Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.

• Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

• Implements changes in response to shifting trends.

• Broader work or accountabilities may be assigned as needed

  Qualifications:

• CFA Charterholder required; additional designations such as CAIA, CFP are a strong asset.

• Minimum 8-12 years of experience in portfolio strategy, investment consulting, or advisor-facing roles.

• Deep understanding of ETFs, mutual funds, and alternative investments.

• Proven ability to simplify complex investment concepts and communicate effectively with advisors and sales teams.

• Experience with Morningstar Direct, Morningstar Advisor Workstation, and Bloomberg; other analytics platforms a plus.

• Existing relationships with large discretionary advisor teams highly valued.

• Established track record of providing strong investment performance and effective risk management.

• Advanced understanding of functional area and a competent understanding of the overall firm and competitive environment.

• Verbal & written communication skills - In-depth / Expert.

• Analytical and problem solving skills - In-depth / Expert.

• Influence skills - In-depth / Expert.

• Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.

• Able to manage ambiguity.

• Data driven decision making - In-depth / Expert.

Salary:

$120,400.00 - $224,000.00

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.