05/28/2026

Address:

320 S Canal Street

Job Family Group:

Customer Solutions

The Senior Equity Advisor at BMO Wealth Management – U.S. is part of an equity team that provides independent and objective investment advice and support on U.S. equities to the Portfolio Managers across the United States at BMO Wealth Management who collectively are responsible for managing nearly $80 billion in AUM.

 

The U.S.-based team works closely with the broader investment team at U.S. Private Wealth, including investment and market strategists, and a number of analysts covering other asset classes and fulfillments (ie. ETFs, funds, SMAs). The U.S.-based equity team may also collaborate with other equity team members across BMO Wealth Management to ensure the combined team can deliver a high level of support, guidance, and advice on equities to client facing individuals to ensure client portfolios can deliver on their required outcomes.

The Senior Equity Advisor should possess or quickly develop deep knowledge of the Wealth business and its strategic priorities to ensure they can properly align align themselves and their efforts to what ultimately matters for the business, PMs, clients.

The primary responsibilities of the Senior Equity Advisor will be tied to servicing Portfolio Managers on a daily basis, including:

· Act as a primary subject matter expert on U.S. stocks by providing support and independent advice and recommendations.

· Contribute to scalable daily service offering (ie. including a morning note that provides support and advice to PMs on relevant and mostly large cap U.S. stocks).

· Provide “coverage” of the stocks on the company’s “working list”, including support of stocks that are held in the “models” that are used by PMs

· Be familiar and offer stock and sector support of the primary “models” used by PMs

· Service PMs one on one: portfolio and model reviews, thoughts on individual stocks, sectors, and portfolio positions.

· Support PMs in certain client meetings where specific sector and/or stock discussions are sought after

· Generate impactful content on a frequent basis for PMs and their teams: original, thought provoking, actionable, concise and clear, engaging, and highly relevant.

 

Secondary responsibilities often include:

· Collaboration with other investment team members across U.S. Private Wealth in the broader team’s monthly asset allocation meetings as well as contributions to the flagship Weekly Strategy Perspectives publication, among other things

· Potential to work as part of an investment committee on the firm’s own equity model portfolios

 

 

Qualifications:

· 15+ years of relevant experience in equity research, sales and trading, and/or portfolio management.

· Advanced understanding of the U.S. equity markets.

· Exceptional communication skills – verbal and writing.

· In-depth / Expert analytical and interpretive skills; capable of sourcing and identifying pertinent factors from large volumes of information.

· In-depth organizational skills; strong attention to detail and risk.

· Analytical and problem solving skills - In-depth / Expert.

· Influence skills - In-depth / Expert.

· Able to manage ambiguity.

· Data driven decision making - In-depth / Expert.

· Combination of being a self-starter with entrepreneurial/growth mindset while also being able to collaborate within the team.

· Experienced in presenting to large audiences and/or dealing with sophisticated investors.

· A reasonably good understanding of the Wealth Management business and/or previous experience dealing with clients and/or client facing individuals.

· Post-secondary degree in related field of study or CFA designation.

Salary:

$132,600.00 - $247,000.00

Pay Type:

Salaried

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 http://jobs.bmo.com/us/en

BMO is proud to be an equal employment opportunity employer. We evaluate applicants without regard to race, religion, color, national origin, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, transgender status, sexual stereotypes, age, status as a protected veteran, status as an individual with a disability, or any other legally protected characteristics. We also consider applicants with criminal histories, consistent with applicable federal, state and local law.

BMO is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation because of a disability for any part of the employment process, please send an e-mail to [email protected] and let us know the nature of your request and your contact information.

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.