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BMO Financial Group Director, Client Portfolio Manager, Equities in Toronto, Ontario


100 King Street West

Job Family Group:

Customer Solutions


The Global Equities team is a London-based center of excellence within BMO Global Asset Management (BMO GAM). The Global Equities team manages approximately C$8.5 billion using an active, fundamental, ESG-integrated investment approach. Its strategies include Responsible Global Equity, Sustainable Opportunities Global Equity, SDG Engagement Global Equity, European Equity, Japanese Equity and UK Equity.

The Client Portfolio Manager (CPM) role supports our growing Sales and Client Service activities. The CPM will work closely with the investment team to understand its investment process and will use that knowledge to lead meetings with existing and prospective clients as well as consultants. Based in Toronto, the CPM will also be responsible for ad hoc internal analyses and projects designed to support our sales and client service activities (e.g., attribution requests, RFP review).


A. Business Development & Relationship Management


A. Business Development & Relationship Management

  • Maintain strong working relationship with the investment team by serving as the relationship manager between the investment team and the client service/sales functions

  • Serve as subject matter expert (SME) for and represents BMO GAM Global Equities strategies in the institutional, intermediary and affiliate channels of distribution

  • Serve as SME for the Responsible Business, including articulating our capabilities, global ESG product suite, and shaping thought leadership and white papers

  • Meet with clients, consultants, and prospects demonstrating this subject matter expertise

  • Oversee strategy positioning and differentiation within all channels

  • Perform competitive analyses as appropriate

  • Prepare quarterly investment commentaries and other collateral materials on an as-needed basis

  • Drive our global equity and Responsible business toward significant growth, in close collaboration with our distribution partners

  • Leads in RFP completion process via review of investment process, strategy, and related responses

  • Leads in responding to one-off client and prospect requests as appropriate (e.g., attribution, analyzing how our strategies would fit into an existing portfolio)

  • Integrated into the Investment team processes


To deliver on these accountabilities, the incumbent must have the following authorities:

  • Advisory – Provides advice and counsel to colleagues on proposed client experience strategies based on strategic directions of the company.

  • Monitoring – Has the authority to collect or be provided with required information from others when reviewing and reporting on business reports for Sr. Management.

  • Issue Resolution - Resolve a diverse range of related issues/situations/problems within project scope and escalate to Regional Head when required.


GAM Institutional, Retail and Intermediary sales management





  • 5+ years of experience as an equities portfolio manager (preferably with a Global Equities and ESG focus), and/or as a product specialist (preferably with a Global Equities and ESG focus) with significant sales/client service experience

  • University degree required. Master’s degree preferred, ideally in an area such as Finance, Business, Mathematics, or Statistics

  • CFA strongly preferred

  • Bi-lingual (French) is preferred

  • Expertise of standard investment concepts required (e.g., risk and return, performance analysis metrics)

  • Knowledge of Global Equities and ESG investment concepts preferred. Examples include active, ESG-integrated investing, valuation, risk and factor-based modeling and analysis

  • Entrepreneurial spirit. Sees opportunity in growing, evolving, and innovating across our business.

  • Desire to work with an active, fundamental, high conviction investment team, where the focus is on thoughtful ESG-integrated company analysis and exploring positive sustainability thematic trends.

  • Ability to explain responsible and sustainable investment concepts in a high-level, easy-to-understand manner, while having depth to dig into details as required

  • Strong narrating skills to highlight both BMO GAM’s rich heritage in responsible and sustainable investing and our innovation track record to meet client interests and needs.

  • Well-developed oral and written communications skills

  • Must be comfortable in a team-oriented environment that prizes strong individual contribution.

  • Ability to multi-task and work independently in a rapidly changing environment

  • Intellectual curiosity and demonstrated habit of learning

  • Ability to put the customer first and meet tight deadlines

  • Willingness to travel


  • Ability to work in a high stress environment, fast-paced and changing environment.

  • Numerous demands for resources that need to be prioritized within tight deadlines.

  • Frequent travel is required.

We’re here to help

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

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.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.