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Added 3 mins ago
TS
Associate, Transaction Banking Product Development
TD Securities
Toronto, ON
- Full-time
Support TB's Product Development team to drive large-scale initiatives, including:
Added 3 mins ago
FH
Hotel Manager
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Partner with the General Manager in the overall management and strategic direction of the hotel, assuming their responsibilities when designated.
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Controller
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Support succession planning, training, and development initiatives to build a high-performing team.
Added 33 mins ago
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Partner with the General Manager in the overall management and strategic direction of the hotel, assuming their responsibilities when designated.
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Associate – Payables and Receivables Product Management, Transaction Banking Product
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…successful candidate could be involved in several cross-GTB initiatives related to vision/strategy, concept/design, launch/commercialization, and…
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Finance Project Manager # 26-23962
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Senior Project Manager – Transportation/Traffic Engineering & Roadway Safety
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…resource, you will serve as Project Director, Senior Project Manager, or Strategic Advisor on complex traffic operations, corridor safety reviews, traffic impact assessments, parking…
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Hospital Manager
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Added 3 hours ago
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Product Line Manager - Geomembrane & Specialty Market
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- Full-time
…fostering long-term loyalty. Support sales team by joining strategic sales calls for new product launches, quarterly business reviews, or other growth initiatives as…
Added 3 hours ago
T
Associate, Transaction Banking Product Development
TD
Toronto, ON
- Full-time
Support TB's Product Development team to drive large-scale initiatives, including:
Added 3 hours ago
T
Associate – Payables and Receivables Product Management, Transaction Banking Product
TD
Toronto, ON
- Full-time
…successful candidate could be involved in several cross-GTB initiatives related to vision/strategy, concept/design, launch/commercialization, and…
Added 4 hours ago
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Added 5 hours ago
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Engineering Manager, Core Systems
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- Full-time
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an Engineering Manager, Core Systems based in Canada.
Added 5 hours ago
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Manager, Digital Solutions
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Added 6 hours ago
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Added 6 hours ago
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Financial Manager - PLM (Product Line Mgmt)
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Closed listing

BMO

Branch Supervision Specialist

Calgary, AB, Canada
CALG, Canada

$50,000.00 - $100,000.00 · Full-time

This opening has closed.

The original listing is kept below for reference.

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About employer

Job details

Pay: $50,000.00 - $100,000.00
Job type: Full-time
Closing date: Oct 8, 2026
Experience: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 24, 2026

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Original job description

Archived listing. The details below describe a past opening.

Application Deadline:

10/07/2026

Address:

525 8th Ave SW East Tower

Job Family Group:

Business Management

BMO Private Wealth brings together one of Canada's leading wealth management businesses, serving affluent, high-net-worth, and ultra-high-net-worth clients through a comprehensive suite of investment, banking, trust, and wealth planning solutions. Within BMO Nesbitt Burns, our Investment Advisors and branch teams support clients in achieving their financial goals through personalized advice and sophisticated wealth management strategies. As part of the Branch Supervision team, you will play a critical role in maintaining the integrity of our business, supporting regulatory oversight, protecting clients, and enabling advisors to operate within a strong culture of risk management and compliance.

The Branch Supervision Specialist supports sales supervision activities and regulatory activities for designated private wealth branches to meet all regulatory requirements.

Evaluates the strength and effectiveness of supervision and adoption of policies, processes at the branch level and develops actions plans to improve supervision.
Acts as a designee on supervision objectives for the branch.
Provides ongoing supervision education to assigned branch / portfolio.
Provides support and guidance to branch employees on supervision issues.
Conducts independent analysis and assessment to resolve strategic issues.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Provides approvals for new and updated account, trade transactions and trade amendments.
Conducts reviews of insiders, social media, and outgoing correspondence.
Acts as an escalation point for supervision issues/concerns within the branch.
Manages the registration requirements as required by regulators/ legislation.
Provides input into the planning and implementation of operational programs.
Leads/participates in the design, implementation and management of core business/group processes.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Performs required supervision reviews (delegated tasks) such as Global Relay Email Review, Gateway Message Review, Daily Trade Review, Monthly Activity Review, Quarterly Meridian Report Review, Outstanding Documentation Review. Query and Request for Information (RFI) and follows up on outstanding issues.
Performs supervision activities to meet regulatory requirements and maintain service level standards.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Follows through on risk and supervision 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; may have broader, enterprise-wide focus.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Works independently on a range of complex tasks, which may include unique situations.
Broader work or accountabilities may be assigned as needed.
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.

Qualifications:

Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
Knowledge of all supervision and industry regulations – In-depth.
Must be licensed currently as a Supervisor with CIRO.
Options (Legacy) or Derivatives licensing preferred.
Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation preferred.
Technical proficiency gained through education and/or business experience.
Verbal & written communication skills - In-depth.
Collaboration & team skills - In-depth.
Analytical and problem solving skills - In-depth.
Influence skills - In-depth.
Data driven decision making - In-depth.

Salary:

$50,000.00 - $100,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

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. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: 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.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

About employer

More about this job

Responsibilities

Oversee sales supervision and regulatory activities for assigned private wealth branches, including account and trade approvals, required reviews, registration requirements, and escalation of supervision concerns. Assess branch supervision effectiveness, provide guidance and training, and collaborate with stakeholders to improve processes and support strategic initiatives while protecting clients and the bank.

Requirements

Typically requires 4–6 years of relevant experience and a post-secondary degree in a related field or an equivalent combination of education and experience. Candidates must currently be licensed as a Supervisor with CIRO; Options (Legacy) or Derivatives licensing and a CIM or CFA designation are preferred.

Skills

Regulatory Supervision
Industry Regulations
Risk Management
Compliance
Analytical Skills
Problem Solving
Data-Driven Decision Making
Verbal Communication
Written Communication
Collaboration
Teamwork
Influence
Stakeholder Management
Training and Education
Strategic Analysis
Trade Review

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

BMO Private Wealth
BMO Nesbitt Burns
Branch Supervision
CIRO
Supervisor License
Options Licensing
Derivatives Licensing
Chartered Investment Manager
CFA
Regulatory Compliance
Risk Management Framework
Risk Appetite
Sales Supervision
Account Approvals
Trade Approvals
Trade Amendments
Global Relay Email Review
Gateway Message Review
Daily Trade Review
Monthly Activity Review
Quarterly Meridian Report Review
Outstanding Documentation Review
Insider Reviews
Social Media Reviews
Outgoing Correspondence Reviews
Registration Requirements
Query and Request for Information
Supervision Training
Private Wealth
Stakeholder Management

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