27 Aug
|
Socket.dev
|
Toronto
27 Aug
Socket.dev
Toronto
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
- Solid 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.
📌 Director of Private Wealth at BMO (Toronto)
🏢 Socket.dev
📍 Toronto