Base: $64,400.00 - $120,400.00; bonus/equity: may ...
5-7 years operational experience
Supervisory and leadership experience
Financial planning products knowledge
The role supports the branch in achieving business objectives by providing effective operational support and managing sales compliance
Job Summary
The role supports the branch in achieving business objectives by providing effective operational support and managing sales compliance.
Candidates must foster a culture aligned with BMO's purpose while ensuring diversity, inclusion, and accountability across the team.
The position involves supervising cash and securities responsibilities, conducting risk assessments, and acting as a prime contact for regulators.
Matching Summary
The role supports the branch in achieving business objectives by providing effective operational support and managing sales compliance.
Salary
Base: $64,400.00 - $120,400.00; Bonus/Equity: May include commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans
Skills & Requirements
Must-have
5-7 years operational experience
Supervisory and leadership experience
Financial planning products knowledge
Sales and service experience
Regulatory compliance monitoring
Risk assessment and mitigation
Nice-to-have
Diversity and inclusion culture building
Strategic business development input
Change management expertise
Data-driven decision making skills
Stakeholder relationship management
Key Requirements
Post-secondary degree or equivalent experience
Licensing and certification requirements for jurisdiction