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.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.