Director & Assistant Market Leader - Private Wealth
About the job
- At least 7 years of experience within Wealth Management, Private Wealth, Financial Services, or a related industry, with progressive leadership responsibilities.
- Demonstrated success leading, coaching, and developing high-performing teams in a sales and service environment.
- Strong understanding of wealth management business practices, advisor support models, client service standards, and branch operations.
- Strong knowledge of regulatory, compliance, and risk management requirements within the financial services industry.
- In-depth supervisory and leadership experience.
- Must meet the licensing and certification requirements for the branch or jurisdiction where the mandate is being fulfilled.
- Seasoned professional with a combination of education, experience, and industry knowledge.
- In-depth or expert verbal and written communication skills.
- In-depth or expert analytical and problem-solving skills.
- In-depth or expert influence skills.
- In-depth or expert collaboration and team skills, with a focus on cross-group collaboration.
- Ability to manage ambiguity.
- In-depth or expert data-driven decision-making skills.
- Build and manage a network of internal and external referral sources to grow BMO’s business, and make referrals to BMO partners as required.
- Support development and implementation of the annual business planning and goal-setting framework.
- Support achievement of branch and market growth, profitability, assets under management, and other business-unit objectives and key measures.
- Provide day-to-day technical support to team members and manage client escalations.
- Model client-service expectations.
- Reinforce the sales process and client experience, and identify gaps, issues, and best practices by monitoring sales and performance targets against plans to sustain consistent service to customers, clients, and prospects.
- Provide strategic input into business decisions as a trusted advisor.
- Recommend strategy and new initiatives to senior leaders based on understanding of local economic trends and competitor activity.
- Act as a subject-matter expert on relevant regulations and policies.
- Network with industry contacts to gain competitive insights and best practices as needed.
- Manage resources and lead execution of strategic initiatives to deliver business and financial goals.
- Help determine business priorities and the best sequence for executing business and group strategy.
- Conduct independent analysis and assessment to resolve strategic issues.
- Recommend business priorities, advise on resource requirements, and develop a roadmap for strategic execution.
- Serve as the prime subject-matter expert for internal and external stakeholders.
- Build effective relationships with internal and external stakeholders and ensure alignment between them.
- Break down strategic problems and analyze data and information to provide insights and recommendations.
- Monitor and track performance, and address issues.
- Lead change-management programs, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment.
- Lead development of communication strategies focused on positively influencing or changing behaviour.
- Collaborate across BMO to develop communication strategies and ensure consistent messaging that positively influences or changes behaviour.
- Participate in audits and compliance reviews, and conduct follow-up and coaching as required.
- Lead execution of operational programs and assess and adapt them to ensure quality execution.
- Monitor branch adherence to internal and external compliance regulations and requirements.
- Execute work to deliver timely, accurate, and efficient service.
- Develop and promote branch sales and service staff in alignment with strategy and business plans.
- Provide input into the planning and implementation of operational programs.
- Source new sales and service professional candidates.
- Lead or participate in the design, implementation, and management of core business and group processes.
- Develop and manage a business or group program.
- Review program effectiveness, consider industry trends, recommend enhancements, and make changes as required.
- Identify business needs and design or develop tools and training programs, which may include delivering training.
- Follow risk and compliance processes and policies to safeguard customers’ assets, maintain privacy, act in customers’ best interests, and ensure an effectively run function.
- Protect the Bank’s assets and comply with regulatory, legal, and ethical requirements.
- Operate at a group or enterprise-wide level and serve as a specialist resource to senior leaders and stakeholders.
- Apply expertise and creative thinking to address unique or ambiguous situations and solve complex, non-routine problems.
- Implement changes in response to shifting trends.
- Take measured risks while protecting the bank by applying the Risk Management Framework in executing the role, in line with the Risk Culture and approved Risk Appetite, making sound and risk-informed decisions aligned with business strategy, protecting assets, and complying with applicable policies, laws, and regulations.
About the company
Bank of Montreal (BMO) is a diversified financial services provider offering personal, business, and commercial banking, along with capital markets and wealth management, across Canada and the United States. Individuals use personal banking for everyday needs and loans, households can obtain mortgages and credit products, and businesses access commercial loans, treasury/cash management, and industry-specific advice. In capital markets, BMO assists clients with raising capital, trading, and research, while wealth management delivers investment strategies and asset management for portfolios. The company aims to help clients manage and grow their money through a full range of financial services for individuals, small businesses, large corporations, and public sector entities in North America.
Company Size
10,001+
Company Stage
IPO
Headquarters
Toronto, Canada
Founded
1988
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Simplify's Take
What believers are saying
- Sept. 2026 AT1 issuance raised $1 billion, strengthening capital for U.S. growth.
- BMO completed its 138-branch sale on Sept. 4, 2026, freeing capital.
- Oct. 2026 Mastercard launch deepens enterprise workflows across Canada and the United States.
What critics are saying
- FCAC fined BMO $4 million in Feb. 2026 for 101,091 mischarged customers.
- SEC-related BMO Capital Markets settlement cost $41 million, exposing supervision weaknesses.
- Moneris sale shrinks payments ownership; competing banks and fintechs can capture referrals by 2027.
What makes Bank of Montreal unique
- Sept. 2026: BMO became Canada's first Mastercard issuer for embedded commercial virtual cards.
- BMO's California buildout after Bank of the West targets denser deposits and cross-sell.
- BMO's 2026 AI-driven client insights and digital-first operating model sharpen commercial banking.
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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."
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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.