Application Details Application Deadline: 09/18/2026 Address: 1250 boul Rene Levesque Ouest Job Family Group: Wealth Sales & Service Role Overview The Regional Director of Investments is a senior investment leader responsible for enabling regional growth, strengthening Investment Counsellor and client-facing business development efforts, and ensuring our team delivers high-quality investment management, fiduciary oversight, and regulatory compliance across the assigned portfolio/jurisdiction. This role partners closely with Investment Counsellors, Market Leaders, other Regional Directors, and internal business partners to support growth objectives, deepen client relationships, improve sales effectiveness, and allow our team of professionals to deliver an exceptional client experience. The Regional Director of Investments brings technical investment expertise, strong judgment, and strategic leadership to help teams identify opportunities, prepare for prospect and client conversations, develop investment solutions, and execute business development strategies in a disciplined, compliant, and scalable way. The role also provides guidance on regional performance, investment governance, portfolio oversight, reporting, change management, training, and strategic initiatives that support client, business, and enterprise priorities. Business Development & Growth Enablement Actively supports regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion. Develops and maintains strong internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction.



Enhances the firm’s presence in the marketplace by collaborating with internal experts and external partners to create integrated business development strategies. Provides investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities. Supports the delivery of compelling investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients. Facilitates senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings where it is required. Helps identify regional sales effectiveness gaps and partners with leaders and teams to develop practical action plans that support business results. Provides coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions clearly and confidently. Supports retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent, high-quality client experience. Investment Leadership & Technical Expertise Provides investment management, fiduciary expertise, and strategic leadership to Investment professionals within the assigned portfolio or jurisdiction. Supports portfolio construction, mandate suitability, investment policy, risk/return trade-offs, market positioning, and fiduciary considerations. Supports the development and implementation of investment strategies, model portfolios, and portfolio recommendations based on evaluation of risk, return,



correlation, client objectives, and platform capabilities. Provides guidance on equity and fixed income markets, tax-related investment considerations, fiduciary obligations, and the regulatory setting. Regional Performance, Strategy & Execution Monitors regional, market, team, and professional-level performance results and develops action plans to address gaps and improve outcomes. Acts as a trusted advisor to senior leaders in making business decisions and implementing strategic initiatives. Develops an expert understanding of business and market challenges, competitive dynamics, client needs, and growth barriers. Leverages data, reporting, and business insights to identify trends, opportunities, risks, and recommendations. Recommends business priorities, resource requirements, and execution roadmaps that support strategic growth, business effectiveness, and client outcomes. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Conducts independent analysis and assessment to resolve complex strategic, business, or investment-related issues. Governance, Risk & Compliance Ensures business development, investment recommendations, client support, and operational activities are delivered in alignment with risk, compliance, fiduciary, legal, regulatory, and ethical requirements. Follows through on risk and compliance processes and policies to safeguard client assets, maintain privacy, act in clients’ best interests, and support an effectively run function. Acts as a key contact for internal and external stakeholder relationships, which may include regulators. Provides specialized support for internal and external regulatory requirements, governance meetings, oversight processes, and approval guidelines. Protects the

📌 Regional Director Investments, Private Investment Counsel (Montreal)
🏢 Bank of Montreal
📍 Montreal