Financial Associate (RR Licensed) CIBC Wood Gundy

Associate Investment Counsellor – BMO Private Wealth

We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice. This role sits within BMO Private Investment Counsel (BPIC), a key part of BMO Private Wealth, delivering discretionary portfolio management solutions to high‑net‑worth and ultra‑high‑net‑worth clients. The Associate Investment Counsellor manages a portfolio of clients to retain and grow the relationships. They evaluate client’s personal and investment needs and create an investment policy statement, asset allocation, investment portfolio, and financial plans. They implement client strategies through the management of investment portfolios and the ongoing evaluation of performance according to each client’s investment policy state...