Wealth Sales &

• Service The Manager Operations and Support is responsible for leading and developing a team of Portfolio Assistants and Portfolio Associates within Private Wealth. Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Ensures alignment between values and behaviour that fosters diversity and inclusion. Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance. Provides input to the market business development plan. Support the solution and implementation of addressing client concerns and escalations, as required. Performs risk assessments and monitoring to ensure there are no breaches in compliance. Makes recommendations to management about risk and regulatory requirements and compliance. Recommends and implements solutions based on analysis of issues and implications for the business and the client. Assists in the development of strategic plans. Supports the execution of strategic initiatives in collaboration with internal and external stakeholders. Helps determine business priorities and best sequence for execution of business/group strategy. Coordinates and executes specific activities for the implementation of strategic initiatives

• Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Monitors and tracks performance and addresses any issues. Ensures the effective implementation of Bank initiatives and programs. Models a mindset for continuous improvement and champions alternatives. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Prepares documentation of compliance monitoring and risk assessments, and findings to management as per guidelines. Executes administrative reviews and filings according to Bank policies and procedures.



Monitors daily transactions, monthly transactions, and reports in accordance with regulatory guidelines and internal policies. Oversees maintenance of Policies and Procedures Manual as required by internal and external changes. assesses and adapts as needed to ensure quality of execution. Acts as a subject matter expert on business applications/systems. Monitors operational controls to identify any deficiencies and supports the initiation of appropriate corrective actions to ensure controls are adequate. Identifies and analyzes factors which may affect risk mitigation within the market and compliance with applicable regulatory requirements Provides input into the planning and implementation of operational programs. Supports the Trainee mentorship and supervises performance during and subsequent to their 18-month training period. Leads/participates in the design, implementation and management of core business/group processes. Develops and manages a business/group program. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities

• Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.



Protects the Bank’s assets and complies with all regulatory, legal and ethical requirements. Focus is primarily on business/group within BMO

• Provides specialized consulting, analytical and technical support. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations. Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In-depth experience with financial planning products and related technologies. Deep knowledge and technical proficiency gained through extensive education and business experience. Data driven decision making - In-depth. Salaries for part time roles will be pro-rated based on number of hours regularly worked. BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Boldly

Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

Accommodations are available on request for candidates taking part in all aspects of the selection process. #

📌 Manager, Operations and Support, Private Wealth (Montreal)
🏢 BMO
📍 Montreal