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
• Robust 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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📌 Director of Private Wealth at BMO (Ontario)
🏢 Socket.dev
📍 Ontario