Director & Assistant Market Leader, Private Wealth

BMO

Quebec, CA
Base: $86,000.00 - $160,000.00; bonus/equity: incl...
7+ years professional experience
Supervisory leadership of 5-10 staff
Investment sales and service expertise
The role is accountable for supervising, coaching, and developing a team of 5 to 10 Investment Associates while driving business objectives

Job Summary

  • The role is accountable for supervising, coaching, and developing a team of 5 to 10 Investment Associates while driving business objectives.
  • Candidates must ensure disciplined operational execution and adherence to legal, regulatory, and ethical requirements to safeguard bank and client assets.
  • BMO offers a comprehensive compensation package including health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

Matching Summary

The role is accountable for supervising, coaching, and developing a team of 5 to 10 Investment Associates while driving business objectives.

Salary

Base: $86,000.00 - $160,000.00; Bonus/Equity: Includes commission structure and performance-based incentives; Benefits: Health insurance, tuition reimbursement, accident and life insurance, retirement savings plans

Skills & Requirements

Must-have

  • 7+ years professional experience
  • Supervisory leadership of 5-10 staff
  • Investment sales and service expertise
  • Regulatory compliance and risk management
  • Business planning and goal setting

Nice-to-have

  • Strategic judgment in ambiguous situations
  • Strong stakeholder relationship building
  • Change management initiative leadership
  • Data-driven decision making capabilities

Key Requirements

  • Post-secondary degree or equivalent experience
  • Proven people leadership and supervisory experience
  • Must meet licensing and certification requirements for the jurisdiction
  • 7+ years of relevant professional experience

Work Rights

Not specified

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