About Private Client Group

	Canada	United States
Group Name	Private Client Group
Known to customers as…	BMO Harris Private Banking®† BMO Nesbitt Burns (Private Client Division)®† BMO InvestorLine®† BMO Mutual Funds®† BMO Guardian Funds®† Jones Heward Investment Counsel	Harris Private Bank®* Harris Investment Management®*
Number of employees	Approx. 3700	Approx. 580
Principal Locations	Branches across Canada BMO Investorline and BMO Mutual Funds call centres in Toronto and Montreal	Chicago Washington Florida Arizona
What do we do?	Private Client Group brings together all of BMO Financial Group’s® wealth management businesses, serving four key market segments: the mainstream, affluent, high net worth and institutional markets. We offer clients a broad range of wealth management products and services, including full-service and direct investing, private banking and investment products. Operating under the BMO® brand in Canada and the Harris brand in the United States, we provide North American investors with the tools they need to accumulate, protect and grow their financial assets.
What makes this group a great place to work?	Great people. Employees within Private Client Group are an extraordinary group of knowledgeable and high-performing individuals. Challenging & rewarding career possibilities. Private Client Group offers a variety of roles, each with its own combination of challenges and rewards. Pace. We work in a fast-paced environment ideal for individuals who thrive in a dynamic setting.

Learn more about:

• Groups within Private Client Group
• Common roles
• Sample intake and training programs
• What it’s like to work here
• Opportunities for students and recent graduates

Groups within Private Client Group

Private Client Group is comprised of BMO Harris Private Banking, Harris Private Bank, BMO Nesbitt Burns (Private Client Division), BMO InvestorLine, BMO Mutual Funds, BMO Term Investments, BMO Guardian Funds, Jones Heward Investment Counsel, Harris Investment Management and Shared Services.   

BMO Harris Private Banking (Canada) and Harris Private Bank (U.S.) offer clients a unique value proposition based on integrated financial solutions for wealth accumulation and/or retirement planning. We provide access to a team of professionals in investment management, tax planning, platinum banking, succession planning, philanthropic services and trust and estate services.  Harris Private Bank also offers financial planning, estate planning, expense management and financial reporting, independent investment advice and family office services.

BMO Nesbitt Burns (Private Client Division) (Canada) provides customized solutions to suit the lifestyles and financial goals of our clients. Branches are located all across Canada.  Head office functions include Wealth Advisory (Managed money products) and Insurance business.

BMO InvestorLine (Canada) is designed for clients who self-manage their own investments. BMO InvestorLine provides online resources to help clients independently manage their own portfolios. We also serve our clients through our contact centres in Toronto and Montreal.

BMO Mutual Funds (Canada) is a well-diversified and professionally managed family of 40 mutual funds, including foreign, domestic and specialty funds.  Head office is located in Toronto and has a call centre in both Toronto and Montreal.  Departments include sales management, investments, product management and delivery, management information and compliance.

BMO Guardian Funds (Canada) offers a multi-fund, multi-style structure through relationships and management by a strategic combination of world-class global money managers, in order to provide Canadian investors with a broader choice of funds and investment style diversification.  Main office is located in Toronto.  Our national sales team is located in several cities across Canada.  Our departments include marketing, sales, information services and administration, and investments.

Jones Heward Investment Counsel (Canada) is a prominent Canadian institutional and mutual fund investment manager. Our client base includes pension funds, endowments, trusts, insurance company reserves, corporate surpluses and mutual funds.

Harris Investment Management (U.S.) provides investment counsel to institutional clients such as pension funds and mutual funds, including both third party and BMO/Harris mutual funds.

Shared Services provides services internally to Private Client Group in a number of functional areas:

• Finance delivers valued financial services and expertise that enable Private Client Group to determine and achieve its objectives.
• Marketing and Client Strategy is responsible for developing and implementing all marketing strategies for Private Client Group across North America.  
• Retirement Market enhances the current and future profitability of the Retirement Market business by providing strategic support for product, distribution and marketing strategies/programs and business process improvement.
• Learning works closely with our partners at the Institute for Learning to meet the learning and development needs of employees across all Private Client Group lines of business.
• Human Resources supports the execution of Private Client Group’s business strategies and enhances our financial performance by proactively managing talent, sustaining a high-performance sales culture and developing successful people managers.

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Common Roles

• Private Wealth Consultant
• Investment Advisor
• Regional Sales Manager

To search our database of current vacancies, please visit our job search page.

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Sample Intake & Training Programs

We offer a wide variety of opportunities for our employees to learn and grow. Check out our Commitment to Learning section to see how we’re investing in our employees’ development.

Within Private Client Group, here is an example of a program designed to help our employees turn their potential into performance:

Investment Advisor Training Program Program.

• 18-month program designed for new Investment Advisors who have just joined BMO Nesbitt Burns (Private Client Division). Provides an opportunity to forge a strong foundation on which to build a Financial Planning and Wealth Management practice.
• Learn how to apply financial planning concepts and tools to provide financial solutions or make appropriate recommendations.
• Learn how to help clients understand and manage the risks associated with investing and how to advise them on potential benefits and pitfalls.
• Learn how to run your own business in an entrepreneurial environment that fosters both personal and professional development.

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What it’s like to work here

Culture

• Private Client Group is characterized by a high-performing culture. We offer the opportunity to work with great colleagues in an entrepreneurial and fast-paced environment, while maintaining work-life effectiveness.

Work Norms

• Formality/Informality: In general, we maintain a formal customer environment. Some areas that are not directly customer-facing may be a bit more informal. Overall, our atmosphere is a professional business environment.
• Hours: Standard business hours are the norm, but overtime is sometimes required in some groups and roles.  

Employee Recognition Programs*

• MVP Awards: Recognition for employees who show their commitment to excellence by doing that “little bit extra” to make BMO a better place for customers and colleagues. MVPs may be awarded for behaviours related to financial performance, customer satisfaction, employee satisfaction, community image or specific behaviours that promote a high-performance culture. Can be awarded by any employee to any colleague. 

* may not apply in all sub-groups

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® Registered trade-mark of Bank of Montreal.
®† Registered trade-mark of Bank of Montreal, used under licence.
®* Registered trade-mark of Harris N.A., used by Harris N.A. and its affiliates. Harris is a member of BMO Financial Group.