Level l Inv Counsellor, PB - Grade 6 at BMO Harris Bank, ON

MANDATEThe Investment Counselor will work in a wealth management team that has consistently been recognized as the Best Private Bank in Canada.BMO Harris Private Banking's investment business is in the top 3 in Canada with 34 offices and over $18 billion in assets under management.The Investment Counselor is accountable for contributing to the regional business plan by effectively servicing existing relationships and increasing the number of new clients with the objective of growing the overall BHPB revenueThe Investment Counselor is accountable for the management and oversight of a book of private client investment portfolios and as part of a broader Private Banking Team, has a very strong focus on referring potential business opportunities to BMO FG & BHPB business partners and exhibit strong team building skills.ACCOUNTABILITIES1Relationship ManagementResponsible for managing relationships with low to medium complexity.Has the ability to effectively evaluate a client's personal and investment needs and then create an investment policy statement, asset allocation, investment portfolio and financial plan.Conducts client reviews and effectively adapts and modifies client portfolios and financial plans to the ever-changing client situation and financial marketplace.Manages and continually enhances the client experience through strong relationship management.2.Investment Management & Financial PlanningHas a strong level of investment management understanding and proficiency and is able to clearly communicate BHIMI's investment strategies to clients.Strong knowledge and understanding of Financial Planning principles and is able to incorporate into each client's personal and financial situation.Ability to craft and implement basic financial planning strategies to help clients achieve their financial and personal goals.Recognized as having strong experience in discretionary money management for High Net Worth Individuals (HNW).Effective implementation of client strategies, management of investment portfolios and ongoing evaluation of performance within parameters dictated by each client's investment policy statement.3.Business Development·Ability to identify new business opportunities within existing book of business.·Effectively acquire new referrals from existing book of business.·Continuously look for ways to enhance BHPB presence in the marketplace by crafting innovative business development strategies and works closely with other BHPB professionals in support of their business development activities.·Responsible for developing profitable new business leads through extensive external networks.·Has a strong level of understanding of the financial services, financial planning and investment management industries to effectively implement appropriate business development strategies.4.Team Effectiveness·Supports a work environment that inspires innovation, creativity, collaboration, diversity and demonstrates a high tolerance and flexibility for change.·Provides insight and shares expertise with team members in regards to investing and financial planning.·Ensures compliance policies and procedures relating to private client money management and existing risk management procedures and controls are being followed.5Project ManagementMay be required to assist with ad-hoc investment initiatives in support of the Regional Director â€" Investment Management.a)Knowledge:·University Degree·Must be fluent in Mandarin·CFA and CFP designations.·At least5 years working experience in the investment and/or financial services industry.·Registered as an IC/PM in the Province where in operation.b)Skills:·Strong investment management and financial planning knowledge and skills.·Strong business development experience with successful track record.·Strong client service, interpersonal and communication skills.At our company, we have been helping our customers and communities for over195 yearsWorking with us means being part of a team of talented andpassionate individuals with a shared focus on working together to deliver greatcustomer experiencesWe stand behind your success with the support you needto turn your potential into performance.To find out more visit our website http://ift.tt/1ElRJ0j Financial Group is committed to an inclusive, equitable and accessibleworkplaceBy embracing diversity, we gain strength through our people and ourperspectives.

Level l Inv Counsellor, PB - Grade 6 at BMO Harris Bank, ON