Director of Private Wealth at BMO

Lead BMO Private Wealth's growth as the Director and Assistant Market Leader. Focus on recruitment and operational excellence while delivering superior client experiences.

With over 7 years of experience in Wealth Management, you'll play a key role in fostering a collaborative, client-centric environment. Your expertise will nurture branch staff and ensure compliance while enhancing profitability and market share. Contribute strategically to business planning and community engagement efforts.

Key Responsibilities:

• Build networks of referral sources to boost business growth

• Lead recruitment and development of sales staff

• Oversee compliance with regulations and policies

• Provide technical support and resolve client escalations

• Monitor performance to ensure superior client service

Requirements:

• 7+ years in Wealth Management or Financial Services

• Proven leadership in high-performing sales teams

• Deep knowledge of compliance and regulatory requirements

• Strong analytical and problem-solving skills

• Excellent verbal and written communication abilities

Elevate BMO’s client service and operational standards through your leadership in Private Wealth.
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