Join BMO Private Wealth as a Branch Supervision Specialist, ensuring compliance and effective sales oversight in a private wealth setting. This role emphasizes strategic supervision and regulatory adherence to enhance client experiences. In this specialist position, you will support designated private wealth branches, focusing on sales supervision and regulatory activities.

Your role encompasses evaluating supervision effectiveness, providing education, and collaborating with internal and external stakeholders. You’ll also manage registration requirements and conduct thorough analyses to resolve complex issues. Key Responsibilities:

- Evaluate supervision effectiveness and develop action plans
- Provide education on supervision policies to branch staff




- Conduct independent analysis for strategic issue resolution
- Manage approvals for account and transaction activities
- Collaborate with stakeholders for operational success Requirements:
- 4-6 years of relevant experience in a related field
- Knowledge of supervision and industry regulations
- Completed CIRO Supervisor Exam
- Solid communication and collaboration skills
- Advanced analytical and problem-solving abilities Leverage your supervision expertise and analytical skills to foster regulatory compliance and improve BMO’s client services.

📌 Branch Supervision Specialist at BMO (Toronto)
🏢 BMO
📍 Toronto