BMO Financial Group Senior Counsel, BMO Wealth Management in Toronto, Ontario
100 King Street West
Job Family Group:
BMO Financial Group is seeking a lawyer to join the Canadian Personal Wealth Management Legal Team in Toronto as Senior Counsel responsible for providing legal support to BMO Nesbitt Burns, BMO InvestorLine and BMO Private Banking.
BMO Nesbitt Burns, our full-service investing business in Canada, offers comprehensive and client-focused investment and wealth advisory services, leveraging strong financial planning capabilities.
BMO InvestorLine is our online investing service that offers clients two ways to invest: clients can choose our top-ranked self-directed service, which provides tools to help investors make independent investment decisions, or adviceDirect™ which provides investors with online advice and investment recommendations for their portfolios.
BMO’s Private Banking business in Canada offers a comprehensive range of financial services and solutions to high net worth and ultra-high net worth clients.
The successful candidate will be a team player with strong legal, organizational and inter-personal skills and a proven ability to:• make things happen with pace• effect change• tackle new challenges• support businesses as they evolve and pursue new opportunities
Qualifications:• Law degree (LLB/JD) and license to practice law in Canada
• 8 or more years from call to the Bar
• Experienced in, and strong knowledge of, Canadian securities laws and regulations, investment dealer and portfolio manager regulatory matters, investment dealer SRO rules, commercial and corporate matters
• Experience in trust and estate law preferred (but not required)
Skills:• Strong judgment and analytical capability
• Strong drafting and negotiation skills
• Strong verbal and written communication skills
• Excellent relationship management skills
• Ability to work independently and in team environment
• Solution-oriented with strong ability to make things happen with pace
We’re here to helpAt 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 https://bmocareers.com.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.