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BMO Financial Group Investment Strategist, BMO Family Office in Toronto, Ontario


100 King Street West

Job Family Group:

Wealth Sales & Service

Provides advisory-based investment strategies to attract, retain and grow BMO Family Office portfolio of prospect and client relationships and deliver an exceptional client experience.

The Investment Strategist is a critical partner for Investment Counsellors and Investment Advisors who have clients or prospects at the Family Office threshold ($30MM+ AUM) and request assistance in differentiating for this client segment. The Strategist will be an expert in the overall Family Office investment strategy with a specific focus on Alternative Investments. The Strategist will work with Advisors to deliver best-in-class investment thinking, robust performance reporting capabilities, direct research team access, and the full suite of additional Family Office services.

As part of the relationship team, the Investment Strategist will evaluate the clients’ personal and investment needs in collaboration with the Investment Advisors and Counsellors, with respect to overarching asset allocation strategy and implementation.

  • Develops internal and external networks and referral sources to grow business in the assigned portfolio / jurisdiction.

  • Oversees the implementation and delivery of business development strategies.

  • Enhances presence in the marketplace by collaborating with internal and external stakeholders to create integrated business development strategies.

  • Advises on investment strategies to clients, in collaboration with Advisors & Counsellors.

  • Provides expert investment management support for peers, clients and investment community.

  • Provides insight and shares expertise with team members about investing, financial planning and non-traditional financial instruments such as futures, options, structured products, private equity, hedge funds, etc.

  • Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.

  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.

  • Acts as the prime subject matter expert for internal/external stakeholders.

  • Builds effective relationships with internal/external stakeholders.

  • Ensures alignment between stakeholders.

  • Monitors and tracks performance, and addresses any issues.

  • Designs and produces regular and ad-hoc reports, and dashboards.

  • Oversees the implementation of client strategies, management of investment portfolios and ongoing evaluation of performance.

  • Provides input into the planning and implementation of operational programs.

  • Manages and continually enhances the client experience through strong relationship management.

  • Performs sales and service support activities to meet client needs and maintain overall service levels.

  • Identifies new business opportunities and acquires referrals from existing book of business.

  • Implements business development strategies to acquire new business.

  • Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.

  • Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.

  • Identifies and recommends ways to enhance the client experience.

  • 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.


  • Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • Chartered Financial Analyst (CFA) or Chartered Alternative Investment Analyst (CAIA) designation is desirable.

  • Registered Investment Counsellor (IC) and / or Portfolio Management (PM) in the jurisdiction where operating.

  • Expert experience in discretionary money management for High Net Worth Individuals (HNW).

  • Expert business development experience with successful track record.

  • Seasoned professional with a combination of education, experience and industry knowledge.

  • Bilingualism (French/English) a strong asset.

  • 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.

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.