About Private Client Group

	United States	Canada
Group Name	Private Client Group
Known to customers as…	Harris® Private Bank Harris® Investment Management	BMO Harris Private Banking®* BMO Nesbitt Burns®* BMO InvestorLine®* BMO Mutual Funds®* BMO Term Investments®* Guardian Group of Funds Jones Heward Investment Counsel
Number of employees	Approx. 580	Approx. 3700
Principal Locations	Chicago Arizona Atlanta Florida New York Washington	Branches across Canada BMO Investorline and BMO Mutual Funds call centers in Toronto and Montreal
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?	Employees within Private Client Group are an extraordinary group of knowledgeable and high-performing individuals. Challenging & rewarding work. 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. Diversity. We understand the importance of diversity. As the face of our customer becomes more diverse, so should our products, services and employees. We value diversity not only in terms of race/ethnicity, gender, sexual orientation and disability, but also in thoughts, ideas, beliefs, and creativity.
Note: Harris is a member of BMO Financial Group. In the United States, BMO offers customers personal banking, business banking and wealth management services under the brand name “Harris.” To learn about Private Client Group careers in Canada, please visit the BMO Financial Group careers site.

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

In the United States, Private Client Group is comprised of Harris Private Bank, Harris Investment Management and Shared Services.

To learn about our Canadian sub-groups, please visit the BMO Financial Group careers site.

Harris Private Bank offers 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.

Harris Investment Management 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.
• 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 reach their highest level of performance:

Investment Advisor Training Program.

• 18-month program designed for new Investment Advisors who have just joined BMO Capital Markets (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 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 balance.

Work Norms

• Formality/Informality: In general, we maintain a formal client environment. Some areas that are not directly client-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.  

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Harris N.A. is an Equal Opportunity Employer.

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