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BMO Financial Group Product Specialist, Responsible Investments in Toronto, Ontario


100 King Street West

Job Family Group:

Customer Solutions

BMO Global Asset Management believes that responsible investment is a mindset: as asset managers, we have a privileged and trusted position as stewards of capital, which gives us both influence and responsibility.

We take this responsibility seriously. We consider the impact of our investments on society and the environment, and the extent to which it affects long term value creation. We work closely with the companies we invest in as active ‘owners’, to improve the management of environmental, social and governance (ESG) issues. We support this work with the thoughtful exercise of our voting rights. We strive to be thought leaders on these issues and their relevance to us as investors.

  • BMO GAM has a distinguished heritage. Having launched our first specialist ESG fund in 1984 we are a long-standing player in a market with many recent new entrants.

  • We offer investors a broad and credible range of specialist ESG funds – CAD$5.8 billion AUM as at October 2019

  • We engage and vote on behalf of assets managed by third parties, as partners to asset owners discharging their active ownership responsibilities – our responsible engagement overlay (reo®) service has CAD$ 225 billion assets under advice as at end of October 2019

  • Large, dedicated resource in the form of the Responsible Investment team – based in London, the Netherlands and Canada.

Our Responsible Investment team is made up of ESG specialists who are passionate about making a difference. Now is an exciting time to join the team as we have ambitious plans in this space. We are seeking highly motivated, passionate individuals to join our team to help us continue to innovate and be a leading asset manager in responsible investment.

If you’d like to join us on our journey, please get in touch.

Role summary

We are looking for a bright, motivated and organised candidate seeking an opportunity to develop within a leading responsible investment function and to support the growth of our presence in responsible investment in North America.

Key priorities for the role include:

  • Support education and brand building – Work with the senior product specialist to promote BMO GAM’s responsible investment presence in North America – internally and to the wider market

  • Promote BMO GAM’s leadership in responsible investment in North America

  • Assist in the preparation of materials for and as appropriate present and participate in relevant conferences, seminars and round tables on responsible investment – both to BMO employees (investment and distribution) as well as the wider market

  • Support fund marketing and client relationship management – Work with the senior product specialist to promote our ESG specialist funds to clients and prospects, including assistance in managing marketing collateral and ensuring centrally produced material is appropriate for North America

  • Support promotion of funds manufactured in both EMEA and North America and feed into new product development as appropriate

  • Support the management of our existing Canadian reo® clients and new business development in North America

  • Assist in coordination of responsible investment activity across distribution and investment teams in North America –.

  • Act as a point of contact for the RI team in North America in coordinating and supporting RI related activities and disseminating information

Requirements & personal attributes

  • A genuine enthusiasm for and demonstrable commitment to sustainability/responsible investment. Direct experience in responsible investment desired but not essential

  • Investment management understanding

  • A minimum of 8 years professional experience

  • Client management experience preferred

  • Ability to take initiative and work independently but also to collaborative effectively within the Toronto RI sub-group and with the broader Responsible Investment team largely based in London

  • Positive and collegiate attitude

  • Excellent written and verbal communication skills

  • Competent editing and manipulating documents in Word and PowerPoint

  • Confident presenting to small and large audiences

  • Domestic and international travel as necessary

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 GroupServing 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.