Application Deadline:07/19/2026Address:100 King Street WestJob Family Group:Wealth Sales & ServiceThis is a new role within BMO InvestorLine and it involves managing a portfolio of Active Trading clients with the mandate to drive client loyalty, share-of-wallet growth, and One Client referrals while increasing overall revenue, and client experience at a portfolio level.Delivers an exceptional customer experience to develop and retain long-term relationships in a defined client portfolio. Understands client and business trends to act as a source of information and expertise on direct investing for a specific market segment / specialty. Understands the local market and identifies opportunities to develop new and valuable customer acquisition opportunities. Meets the needs of portfolio clients and new prospects by recommending solutions in the best interests of clients.Understands and works towards the business plan for the designated products.Identifies gaps and opportunities in the busi...