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Added 6 hours ago
UO
Accounting Specialist, Accounting Operations
University of Calgary
Calgary, AB
- Full-time
Instruction and advice is provided to senior administration, administrators, faculties, departments and account holders regarding:
Added 7 hours ago
ES
Senior Consultant (BudgetPro)
Euna Solutions
Oakville, ON
- Full-time
…consultative skills. In this role, you’ll serve as a trusted advisor to public sector clients, helping them achieve their organizational goals through the power of bestinclass budgeting…
Added 19 hours ago
R
VP, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 19 hours ago
R
Director, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator.
Added 19 hours ago
R
VP, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
The VP, Business Development operates as a senior individual contributor who spends much of their time in the field, meeting prospects and clients face to face. The role has no direct…
Added 20 hours ago
R
Director, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator
Added 20 hours ago
K
Manager - Copilot and AI Productivity
KPMG
Montreal, QC
- Full-time
Act as a strategic advisor to executives and build lasting relationships based on trust.
Added 20 hours ago
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Manager, Business Development - Canada
ReVisionz
Remote, Canada
- Full-time
- Remote
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator.
Added 21 hours ago
R
Manager, Business Development - Canada
ReVisionz
Calgary, AB
- Full-time
Sells consultatively, framing value around business outcomes and positioning ReVisionz as a trusted, software-agnostic advisor and systems integrator
Added 21 hours ago
B
Operational Technology Cybersecurity Lead
BGIS
Toronto, ON
- Full-time
…are presenting cyber risk and investment recommendations to senior…
Added 1 day ago
AC
Senior Accountant, Tax
ACCA Careers
Vancouver, BC
- Full-time
Make an impact with our Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic regulatory framework. As a…
Added 1 day ago
AC
Senior Accountant, International Corporate Tax
ACCA Careers
Toronto, ON
- Full-time
Make an impact with our International Corporate Tax team as a Senior Accountant. This diverse team of professionals delivers customized tax strategies within a complex and dynamic…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mississauga, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
AC
Senior Accountant, Assurance and Accounting
ACCA Careers
Mitchell, ON
- Full-time
Make an impact with our Assurance & Accounting team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
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Senior Accountant, Assurance and Accounting, Public Companies
ACCA Careers
Mississauga, ON
- Full-time
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Added 1 day ago
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Medical Leadership - Urgent and Primary Care Centre
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Vernon, BC
- Full-time
Reporting To The Senior Medical Director And In Partnership With The Vernon Silver Star Operational Leadership Team, The Medical Director Works Within a Collaborative Space That Includes
Added 1 day ago
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Building Science Lead
QEA Tech
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Act as primary or senior client advisor on assigned projects.
Added 1 day ago
Senior Insurance Advisor
Talent Acquisition Team at Westland Insurance. Text reply only.
Burlington, ON
We’re searching for a Senior Insurance Advisor. Are you searching for new possibilities?
Added 1 day ago
K
Manager, Financial Services-Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
Developing as a trusted advisor within Financial Services, with a focus on Wealth and Asset Management and related sectors.
Added 1 day ago
A
Everyday Banking Advisor - Chestermere (12 Month Term)
ATB
Chestermere, AB
- Full-time
Be a Trusted Advisor: Provide personalized advice on personal banking products, services, and solutions. You'll match clients with the right products and escalate complex needs to senior…
Added 1 day ago
K
Senior Customer Success Manager, Enterprise
Klue
Remote, Canada
- $90,000 to $130,000 CAD / year
- Full-time
- Remote
As a Senior Customer Success Manager, Enterprise at Klue, you own the full customer relationship, from onboarding through renewal and expansion. You're the connective tissue: keeping every…
Added 1 day ago
Senior Financial Advisor - Glendale, St. Catharines, Ontario
Scotiabank
St. Catharines, ON
Added 1 day ago
BT
Senior Manager, Small Business Services
Baker Tilly Canada
Winnipeg, MB
- Full-time
We are looking for a full-time, permanent Senior Manager to lead our small business practice in Winnipeg, Manitoba. This role suits an experienced small business practitioner who knows…
Added 1 day ago
AC
Senior Accountant, External Financial Advisory Services
ACCA Careers
Nanaimo, BC
- Full-time
Make an impact within our Indigenous Services team as a Senior Accountant. This diverse team of professionals are dedicated to exceeding clients’ unique needs within a rapidly evolving…
Added 1 day ago
AC
Manager or Senior Manager, Scientific Research & Experimental Development - Financial
ACCA Careers
Montreal, QC
- Full-time
Make an impact with our Scientific Research and Experimental Development (SR&ED) team as a Senior Manager. This diverse team of professionals delivers customized tax strategies within a…

BMO

Director & Assistant Market Leader, Private Wealth

Toronto, ON, Canada
FCP, Canada

$85,500.00 - $185,000.00 · Full-time

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Job details

Pay: $85,500.00 - $185,000.00
Job type: Full-time
Experience: 7+ years of experience within Wealth Management, Private Wealth, Financial Services, or a related industry, with progressive leadership responsibilities.
Posting language: English
Posted: Oct 8, 2026

Original job description

Application Deadline:

10/21/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth professionals partner across investment management, financial planning, private banking, and trust services to provide holistic solutions that support clients' evolving needs. As we continue to grow across Canada, we are seeking leaders who are passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market teams.

The Director & Assistant Market Leader supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned Private Wealth branch / market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to build relationships and deliver the desired customer experience.

Builds and manages a network of referral sources, both internal and external to grow BMO’s business and makes referrals as required to BMO partners.
Supports the development and implementation of the annual business planning & goal setting framework.
Supports the achievement of Branch / market growth, profitability, assets under management, and other business unit objectives and key measures.
Provides day to day technical support team members and manages client escalations.
Role-models client service expectations.
Reinforces sales process and client experience, identifies gaps, issues and best practices through the monitoring of sales and performance targets against plans to create and sustain consistent superior service to customers/clients and prospects.
Provides strategic input into business decisions as a trusted advisor.
Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the local market economic trends and competitor activity.
Acts as a subject matter expert on relevant regulations and policies.
May network with industry contacts to gain competitive insights and best practices.
Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
Helps determine business priorities and best sequence for execution of business/group strategy.
Conducts independent analysis and assessment to resolve strategic issues.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Acts as the prime subject matter expert for internal/external stakeholders.
Builds effective relationships with internal/external stakeholders.
Ensures alignment between stakeholders.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Monitors and tracks performance, and addresses any issues.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development of the communication strategy focusing on positively influencing or changing behaviour.
Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.
Participates in audits and compliance reviews and conducts follow up and coaching as required
Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.
Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
Executes work to deliver timely, accurate, and efficient service.
Develops and promotes the branch sales and service staff in alignment with the strategy and business plans.
Monitors to ensures Branch adherence to internal/external Compliance regulations and requirements
Provides input into the planning and implementation of operational programs.
Executes work to deliver timely, accurate, and efficient service.
Sources new sales & service professional candidates.
Leads/participates in the design, implementation and management of core business/group processes.
Develops and manages a business/group program.
Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Protects the Bank's assets and complies with all regulatory, legal and ethical requirements.
Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
Implements changes in response to shifting trends.
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:
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/leadership experience.
Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
Seasoned professional with a combination of education, experience and industry knowledge.
Verbal & written communication skills - In-depth / Expert.
Analytical and problem solving skills - In-depth / Expert.
Influence skills - In-depth / Expert.
Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.
Able to manage ambiguity.
Data driven decision making - In-depth / Expert.

Salary:

$85,500.00 - $185,000.00

Pay Type:

Salaried & Commission

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.

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More about this job

Responsibilities

The Director & Assistant Market Leader drives growth, profitability, and client loyalty by managing branch operations, sales compliance, and talent development. They act as a strategic advisor to senior leadership while fostering relationships with internal and external stakeholders to deliver holistic wealth solutions.

Requirements

Candidates must have 7+ years of experience in wealth management or financial services with progressive leadership responsibilities. A strong understanding of regulatory compliance, risk management, and branch operations is required, along with relevant industry licensing.

Skills

Wealth management
Leadership
Team development
Sales management
Client service
Regulatory compliance
Risk management
Strategic planning
Business development
Financial planning
Private banking
Change management
Communication
Analytical skills
Problem solving
Data-driven decision making

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

Wealth Management
Private Wealth
Financial Services
Branch Operations
Sales Compliance
Risk Management
Strategic Initiatives
Business Planning
Assets Under Management
Client Escalations
Change Management
Regulatory Compliance
Talent Development
Market Share
Referral Networks
Performance Monitoring
Stakeholder Management
Communication Strategy
Operational Programs
Financial Goals

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