Senior Associate, Canadian Private Client

Address:

Reporting to the Vice President, Private Client Operations, you will be responsible for supporting the Investment Counsellors, contributing to day-to-day administrative needs, and providing exemplary client service. You will work closely with the Canadian Private Client Group in our Toronto Office to support their initiatives as well as other internal groups when necessary.
What is in it for you?
At Burgundy our culture is one of radical responsibility. We thrive in an environment where we are continuously learning and improving in service to our clients and one another. This is a great opportunity to collaborate with Investment Counsellors to provide outstanding client experiences as well as to contribute towards business development opportunities. This is a dynamic role that will result in extensive knowledge of Burgundy’s investment approach.
• Work in person, for a dynamic, fast paced, progressive and high performing team.
• Leaders who will support your development through coaching and mentoring.
• Access to future career opportunities.
• Opportunities to do challenging work.
• Ability to make a difference and have a lasting impact.
Responsibilities
• Develop a deep understanding of the firm, investment philosophy and investment strategies.
• Develop strong relationships and provide support to Investment Counsellors to generate high quality client and prospect materials, including preparation for investment review meetings and processing annual know-your-client renewals.
• Provide research and marketing support for investment proposals and other requests.
• Work with our client relationship management system to maintain accurate and complete client records, capture client interactions, and document meeting notes.
• Understand the various financial account types, including the information and documents required to hold the accounts, as well as their functions.
• Adhere to compliance policies and procedures, and business rules.
• Collaborate and liaise with the team and more broadly within the firm to complete team responsibilities.
Skills and Specifications
The ideal candidate will be/have:
• Exceptional organizational skills with the ability to prioritize tasks.
• Strong attention to detail.
• Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Outlook, etc.).
• Ability to navigate within tight deadlines.
• Motivated towards achieving and exceeding goals.
• Excellent interpersonal skills, with a proven ability to work effectively within teams.
• Demonstrate tact and discretion while handling confidential information.
• Collaborative and collegial attitude, promoting a positive and supportive work environment.
• Willingness to embrace additional responsibilities as they become available and comprehend the intricacies of the business.
Required Qualifications
• Minimum 2 years of investment and financial services (or related) industry experience.
• Post-secondary degree.
• Chartered Financial Analyst (CFA) designation, Financial Planning (CFP) designation or willingness to pursue.

Come to work at Burgundy!
Burgundy Asset Management is part of BMO Financial Group. Burgundy Asset Management is a global investment manager providing discretionary investment management for private clients, foundations, endowments, pensions, and family offices. Founded in 1990, Burgundy strives to protect and build our clients’ wealth over the long term.

At Burgundy, our values of honesty, courage, and always doing what is in the best interest of the client are brought to life by the daily actions of our people. No matter the position, the right candidate shares our values and understands that everything we do, great or small, is in service of our clients.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

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 https://jobs.bmo.com/ca/en.

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.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.