Regional Director Investments - Private Investment Counsel
About the job
- Typically 9+ years of relevant experience and a post-secondary degree in a related field of study, or an equivalent combination of education and experience.
- Strong understanding of fiduciary responsibilities and their application to managed investment accounts.
- Strong knowledge of equity and fixed income markets.
- Understanding of tax-related issues affecting investments.
- Knowledge of the applicable regulatory environment.
- Demonstrated success supporting business development, client acquisition, referral growth, and sales enablement initiatives.
- Proven ability to partner with Investment Counsellors and market leadership teams to drive growth, improve prospect conversion, and strengthen client retention.
- Seasoned investment professional with credibility among investment professionals, client-facing teams, and senior leaders.
- Strong commercial acumen with the ability to balance investment expertise, risk management, and growth objectives.
- Excellent verbal and written communication skills, including the ability to translate complex investment concepts into clear, client-friendly messaging.
- Strong analytical, problem-solving, influencing, and relationship management skills.
- Demonstrated coaching and leadership capability.
- Expert collaboration and cross-functional partnership skills.
- Ability to manage ambiguity and navigate complex business, investment, and organizational issues.
- Strong data-driven decision-making capability.
- Fluency in French and English is required to support clients and team members inside and/or outside Quebec.
- Support regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion.
- Develop and maintain internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction.
- Enhance the firm's marketplace presence by collaborating with internal experts and external partners to create integrated business-development strategies.
- Provide investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities.
- Support the delivery of investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients.
- Facilitate senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings as required.
- Help identify regional sales-effectiveness gaps and partner with leaders and teams to develop action plans that support business results.
- Provide coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions.
- Support retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent client experience.
- Provide investment management, fiduciary expertise, and strategic leadership to investment professionals within the assigned portfolio or jurisdiction.
- Support portfolio construction, mandate suitability, investment policy, risk/return trade-offs, market positioning, and fiduciary considerations.
- Support development and implementation of investment strategies, model portfolios, and portfolio recommendations based on risk, return, correlation, client objectives, and platform capabilities.
- Provide guidance on equity and fixed income markets, tax-related investment considerations, fiduciary obligations, and the regulatory environment.
- Monitor regional, market, team, and professional-level performance results and develop action plans to address gaps and improve outcomes.
- Advise senior leaders on business decisions and implementation of strategic initiatives.
- Develop an expert understanding of business and market challenges, competitive dynamics, client needs, and growth barriers.
- Use data, reporting, and business insights to identify trends, opportunities, risks, and recommendations.
- Recommend business priorities, resource requirements, and execution roadmaps that support strategic growth, business effectiveness, and client outcomes.
- Support execution of strategic initiatives with internal and external stakeholders.
- Conduct independent analysis and assessment to resolve complex strategic, business, or investment-related issues.
- Ensure business development, investment recommendations, client support, and operational activities comply with risk, compliance, fiduciary, legal, regulatory, and ethical requirements.
- Follow risk and compliance processes and policies to safeguard client assets, maintain privacy, act in clients' best interests, and support an effectively run function.
- Act as a key contact for internal and external stakeholder relationships, which may include regulators.
- Provide specialized support for internal and external regulatory requirements, governance meetings, oversight processes, and approval guidelines.
- Protect the Bank's assets and support adherence to applicable regulatory, legal, ethical, and policy requirements.
- Define business requirements for analytics and reporting so data-driven insights inform business development, performance management, and strategic decision-making.
- Review and produce regular and ad hoc reports, dashboards, and analysis to monitor performance, identify opportunities, and support leadership decision-making.
- Collect and analyze performance data, mandate-level information, portfolio summaries, asset-allocation targets, and other relevant business and investment information.
- Break down complex business problems and use data and insights to provide practical, action-oriented recommendations.
- Lead and support change-management initiatives, including readiness assessment, planning, stakeholder engagement, communication, execution, evaluation, and sustainment.
- Oversee the design, development, and implementation of tools, training, frameworks, and communications required to deliver business results.
- Identify business needs and design or deliver training programs for investment professionals, client-facing teams, and regional leaders.
- Lead communication strategies that influence behaviour, drive adoption, and improve consistency of messaging across teams.
- Collaborate across BMO to align communications, tools, training, and business-development support.
- Build effective relationships with internal and external stakeholders and ensure alignment across teams.
- Foster internal and external networks and work across multiple teams to achieve business objectives.
- Influence how teams and groups work together to support client outcomes, business growth, and operational effectiveness.
- Consult to or serve on committees, task forces, governance forums, or strategic working groups as needed.
- Act as a senior specialist resource across the enterprise and contribute thought leadership on investment, business development, and regional growth priorities.
- Lead or participate in the design, implementation, and management of core business and group processes.
- Develop and manage business programs, evaluate their effectiveness, consider industry trends, and recommend enhancements.
- Lead or support operational programs, vendor relationships, contract negotiations, and implementation of business solutions as required.
- Perform sales and service support activities as required to meet client needs, maintain service levels, and support relationship retention and growth.
- CFA designation.
- Relevant Investment Management Experience (RIME).
- MBA or finance-related certification.
About the company
Bank of Montreal, known as BMO, runs a Canadian bank and a large American bank, serving households and businesses on both sides of the border. Until the Bank of Canada opened in 1935, it acted as the Canadian government's banker. People use its branches and apps for accounts, mortgages, credit cards, and investments, while companies borrow from it and turn to its BMO Capital Markets arm to raise money and trade securities. BMO makes money on the gap between the interest it charges on loans and pays on deposits, plus fees from managing wealth and advising on deals. Bank of Montreal was founded in 1817 as Canada's first bank, and it keeps its legal head office in Montreal and its executive offices in Toronto, Canada.
Company Size
10,001+
Company Stage
IPO
Headquarters
Toronto, Canada
Founded
1817
Get referred to Bank of Montreal
See people who can refer or advise you
Simplify's Take
What believers are saying
- Profits are climbing: before one-time items, BMO earned C$2.86 billion in the quarter ending July 2026, up 19%.
- Expansion means jobs out West: in March 2026, BMO announced plans for 130-plus new California branches within five years.
- Payouts are steady: BMO has paid a dividend every year since 1829, the longest record of any Canadian company.
What critics are saying
- Cost cuts reach staff: BMO reported a C$202 million severance charge in February 2026 as headcount fell 678 to 53,035.
- The U.S. arm earns less: its 8.6% return on equity trailed BMO's overall 13% in the quarter ending April 2026.
- Compliance lapses draw fines: Canada's consumer watchdog fined BMO C$4 million in February 2026 for overcharging 101,091 customers.
What makes Bank of Montreal unique
- Business lending comes first: 56% of BMO's loans in April 2026 went to companies and governments, 28% to mortgages.
- It is a big American bank too: its U.S. arm ranked 16th in the country by assets in June 2026.
- Chicago is its second hub: 81 of BMO's 926 job openings in October 2026 were there, behind only Toronto's 241.
Help us improve and share your feedback! Did you find this helpful?
Benefits
Health Insurance
Tuition Reimbursement
Accident and Life Insurance
401(k) Retirement Plan
Professional Development Budget
Hybrid Work Options
Company News
Upsized facilities include a $300 million revolver and a $300 million delayed draw term loan, with lower pricing and expanded capacity to fund growth MACON, Ga.--(BUSINESS WIRE)-- Blue Bird...
ESCO Technologies Inc. entered into a new credit agreement on 29 May 2026, providing $1.5 billion in senior secured credit facilities with a syndicate of banks led by JPMorgan Chase Bank as administrative agent. The agreement became effective on 1 October 2026 and replaced the company's previous credit agreement dated 30 August 2023. The new facility comprises three components: a $500 million revolving credit facility, a $500 million term loan A facility, and a $500 million term loan B facility. On the closing date, ESCO borrowed approximately $1 billion under the new agreement to fund a transaction's cash purchase price, refinance existing debt, and cover associated fees and expenses. The obligations are guaranteed by ESCO and its material US subsidiaries and secured by substantially all tangible and intangible personal property.
Big banks exploring Canadian dollar-based digital money with tokenized deposits. Daniel Johnson TORONTO - Canada's big banks are exploring the development of Canadian dollar-based digital money, starting with a tokenized deposits initiative. Tokenized deposits are traditional bank deposits recorded on a decentralized database or distributed ledger, such as a blockchain. The plan seeks to deliver faster, more efficient and programmable payments to Canadian customers while preserving safety, stability and effective regulatory oversight. It means Canadian dollars could be converted into tokens on blockchain for easier transfers, said Claire Célérier, Canada Research Chair in household finance at the University of Toronto's Rotman School of Management. "My understanding is that the six banks will share the same blockchain, and so it implies that transactions can be made instantaneously across wallets with tokens," she said. Bank of Montreal, CIBC, National Bank, Royal Bank, Scotiabank and TD Bank are taking a collaborative approach to the project. The tokens would be issued by commercial banks and from a legal perspective, depositors can treat them the same as traditional bank deposits. The banks say the first phase aims to move tokenized deposits between Canadian financial institutions. "It's really exploratory now. I think what they're saying is that they're willing to work together to develop the technology," Célérier said. She said the potential capabilities would be of particular benefit to large companies or institutional investors, allowing them to complete "more sophisticated transactions." "What I expect is that these tokenized dollars will be mostly used by large companies and so on who have accounts across these Canadian banks, and it will be used to move large amounts of money," she said. Cristian Bravo, professor and Canada Research Chair in banking and insurance analytics at Western University, said the potential change could allow large producers to settle accounts far faster than their typical 30-day window. "If you have an instant settlement, you're closing that gap and closing that inefficiency in the market. And the fact that you have the money when you fulfil the contract, that can help reduce dependency on working capital and mobilize that capital faster," he said. But Bravo said that due to the lack of historical examples, it is not clear how much of an effect the move could have on the bottom lines of companies or institutional investors that use it. Bravo said it is also notable that digital money is not the same as cryptocurrency, but rather a "digital ledger to move deposits in a very quick, instant way."
No Hype - just the Facts. Your complete source of news and realtime quotes from the TSX, TSX-V, CSE, CBoe Canada, Montreal, Nasdaq, NYSE, Amex, OTC Markets and Cboe.
St. Paul's Summit Brewing Company faces foreclosure. One of Minnesota's largest brewers could lose its St. Paul brewery to foreclosure after its lender sued them to collect more than $8 million worth of unpaid debt. In a lawsuit filed last week, BMO Bank alleges Summit Brewing Company missed a loan payment deadline at the end of last year. The bank then agreed to a forbearance period - holding off trying to collect the loan - until July 31. But BMO alleges in court filings that Summit indicated in a June letter that it still didn't have the ability to repay the loan, and that its "liquidity position and operational flexibility continue to deteriorate." BMO wants a judge to appoint a receiver who could "take possession of, manage, operate, and property" belonging to Summit, according to the lawsuit. In a statement to MPR News, Summit CEO Brandon Bland said they will continue to run their day-to-day operations during the proceedings, but he acknowledged the brewery is facing financial struggles. "Our Board and management team have made substantial efforts over many months to chart a different course for this company," Bland said. "This reflects the difficult capital environment the entire craft brewing industry is navigating, not a reflection of the strength of our brand, our people or our operating model." Summit said its company leaders have worked with outside advisors over the course of the last year to find alternative paths forward. "Despite these substantial efforts, the Company and BMO were unable to reach a resolution, and BMO has elected to proceed with the foreclosure action, including its request for the appointment of a general receiver," Summit said in the statement. Bland said they'll continue to look at every option available to them as the process moves forward. No court hearings have been scheduled in the case. Dear reader,. When our communities are navigating uncertainty, staying informed matters more than ever. At MPR News, we're committed to keeping Minnesotans informed and involved, curious and connected - and Minnesota Today is one way we do that. Getting these updates in your inbox helps you stay informed with trusted reporting and thoughtful context from across Minnesota.