Join BMO as a Managed Accounts Supervision Specialist, where you'll oversee investment suitability and build robust relationships. Leverage your experience in managed accounts to enhance compliance and internal processes.
In this role, you'll collaborate with the Director of Portfolio Management Supervision and support the Regional Supervision team. Your responsibilities include conducting suitability assessments, providing guidance on regulatory issues, and ensuring adherence to investment policy statements. This role offers flexibility while playing a crucial part in investment oversight for managed accounts.
Key Responsibilities:
• Oversee suitability reviews and account agreements
• Provide supervision support to branch employees




• Monitor managed accounts for KYC compliance
• Facilitate internal audit responses with management
• Develop and deliver training programs on suitability
Requirements:
• CIM or CFA designation is mandatory
• 3-5 years of experience with managed accounts
• Strong problem-solving and analytical skills
• Ability to work independently under time constraints
• Excellent verbal and written communication skills
Leverage your expertise in investment oversight at BMO, helping to ensure compliance and effective client management.
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📌 BMO Managed Accounts Specialist (Toronto)
🏢 BMO
📍 Toronto