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05/28/2026Address:
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Customer SolutionsThe Senior Equity Advisor at BMO Wealth Management β 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...