Associate Director - Advisor Operations, Governance & Strategy

Role Purpose

The Associate Director, Advisor Recruitment Operations, Governance & Strategy is accountable for the design, coordination, governance and execution of advisor recruitment programs, financial processes and onboarding support within Private Wealth. The role provides strategic and operational leadership across recruitment initiatives, including deal structuring, program oversight, reporting, stakeholder coordination and executive due diligence activities. This position also plays a key role in identifying process improvement opportunities, strengthening program governance, and aligning recruitment operations to Market Leader business plans, broader workforce priorities and business growth objectives.

• Lead recruitment operations and related processes to support business priorities and a consistent candidate experience.
• Support financial tracking, reporting and analysis to provide insight for business planning and decision-making.
• Coordinate recruitment activities and transitions in partnership with internal stakeholders and senior leaders to ensure effective execution.
• Guide senior leaders in advancing recruitment activities and prospect opportunities to support business growth objectives.
• Provide governance, program coordination and implementation support across recruitment initiatives.
• Identify opportunities to improve processes, strengthen consistency and enhance program effectiveness.
• Deliver reporting and insights aligned to business plans, priorities and broader recruitment objectives.
• Support onboarding activities and provide coverage during peak periods to maintain operational continuity in a high-volume, fast-paced environment.
• Coordinate meetings, materials and stakeholder communications to support recruitment-related activities and executive interactions.

We are seeking a strategic and operationally strong leader to support advisor recruitment programs within Private Wealth. This role is responsible for driving recruitment operations, program governance, financial reporting, stakeholder coordination and onboarding support, while helping to strengthen processes, improve consistency and align recruitment activity to business priorities. The successful candidate will bring strong judgment, organizational effectiveness, relationship management capability and a continuous improvement mindset.

• Typically 5–7 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Experience in brokerage, wealth management, financial services and/or a related business environment.
• Strong analytical, reporting and problem-solving skills, including advanced Excel proficiency.
• Experience supporting business operations, program coordination and process improvement initiatives.
• Strong organizational skills with the ability to manage multiple priorities, multitask effectively, and deliver with accuracy and attention to detail in a fast-paced environment.
• Effective verbal and written communication skills, with the ability to build relationships, work collaboratively across teams, and partner effectively with senior leaders.
• Sound judgment, resilience under pressure, a continuous improvement mindset, and the ability to translate data and insights into business recommendations.

$69,000.00 - $

Salaried

BMO offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. BMO Financial Group’s total compensation package will vary based on pay type, location, skills, experience, education and qualifications for the role. Salaries may include a commission structure and performance-based incentives, discretionary bonuses, and other perks and rewards. Salaries for part‑time roles will be pro‑rated. The salary listed represents BMO’s expected target for the first year in this position.