Take charge as a Managed Accounts Supervision Specialist in Toronto with BMO. You'll be tasked with overseeing client investment suitability and ensuring compliance with established guidelines.
This position involves working closely with the Director, Portfolio Management Supervision, and internal teams, focusing on suitability reviews for Managed Client Accounts. Your analytical expertise will guide branch supervision employees in resolving compliance issues and maintaining service standards. Engage in strategic initiatives while supporting risk management processes in line with regulatory requirements.
Key Responsibilities:
• Execute suitability reviews for managed accounts
• Assist in monitoring KYC compliance




• Resolve daily oversight issues effectively
• Coordinate audit responses with management oversight
• Design tools and training for supervision improvements
Requirements:
• CIM or CFA designation required
• 3-5 years of relevant experience in managed accounts
• Proficient analytical skills using MS Excel
• Excellent organizational and communication skills
• Ability to work independently under pressure
Become a pivotal part of BMO's supervision team and enhance client satisfaction.
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📌 Managed Accounts Oversight Specialist at BMO (Toronto)
🏢 Bank of Montreal
📍 Toronto