Explore a rewarding role as an Investment Strategy Consultant with BMO Private Wealth, focusing on high-net-worth client investment management. Tailor financial strategies that shape client success.This role involves managing client portfolios, creating investment policy statements, and implementing strategic investment approaches. Partner with BMO's Private Investment Counsel teams to ensure optimized service delivery while achieving business development and compliance objectives. Your analytical skills will play a crucial role in monitoring performance effectively.Key Responsibilities: • Achieve revenue and client retention targets • Manage diverse and complex client assets • Develop and execute personal investment strategies • Produce relevant financial reports and dashboards • Identify new business opportunities to expand client baseRequirements: • 5-7 years of relevant investment experience • Certified Financial Planner (CFP) or similar designation • Proven track record in discretionary management for HNWIs • Strong analytical skills with Excel proficiency • In-depth verbal and written communication abilitiesHarness your financial expertise to provide tailored investment solutions at BMO Private Wealth. #J-18808-Ljbffr
Investment Strategy Consultant At Bmo Private Wealth
BMO
burlington, burlington
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