Job Description
Join One of Canada’s Top Wealth Advisory Practices
We are seeking a dynamic and driven professional to join our team in a unique dual-role position as a Trading Specialist and Wealth Planning Coordinator. This role requires an analytical mindset and background for the Trading component, as well as Wealth Planning experience in a client facing role.
This is an opportunity to become part of one of the largest and most respected wealth advisory practices in Canada, within a leading bank-owned firm. You’ll work alongside a large, collaborative team in a high-performance culture that values integrity, innovation, and client service.
Role Overview
This role blends two core responsibilities:
1. Trading Specialist
• Execute all discretionary and non-discretionary trades with precision and efficiency
• Maintain and update discretionary investment models
• Conduct research and contribute to investment recommendations
• Collaborate closely with the investment team to support portfolio construction and management strategies
• Ensure compliance and best practices are upheld in all trading activities
2. Wealth Planning Coordinator
• Initiate introductions between clients and our planning specialists
• Serve as the primary liaison throughout the wealth planning process
• Guide clients through discovery, plan presentation, and implementation steps
• Coordinate meetings, follow-ups, and ensure timely execution of planning action items
• Provide a seamless, white-glove experience for clients navigating their financial futures
What You Bring
• A passion for both the analytical and human side of wealth management
• Experience in trading, investment research and analysis, or portfolio management
• Strong organizational and interpersonal skills
• A client-first mindset and a track record of delivering exceptional service
• The CSC (Canadian Securities Course) is required, as is the CPH (Conduct and Practices Handbook). Experience or certification in financial planning is an asset, but not required,
Why Join Us?
• Be part of a high-performing, supportive team with deep expertise across all areas of wealth management
• Gain exposure to both the investment and planning side of the business
• Grow your career in a practice that values collaboration, mentorship, and innovation
• Enjoy a positive, inclusive culture that prioritizes long-term relationships with clients and team members alike
Company DescriptionBMO Private Wealth is the Wealth arm of Canada's oldest Bank - Bank of Montreal (BMO). BMO has an unwavering focus on the client. BMO's priority is to provide all clients with a unified offering, where its employees lever every aspect of the Bank, for the clients' benefit.
BMO Private Wealth is the Wealth arm of Canada's oldest Bank - Bank of Montreal (BMO). BMO has an unwavering focus on the client. BMO's priority is to provide all clients with a unified offering, where its employees lever every aspect of the Bank, for the clients' benefit.
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