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Added 43 mins ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 43 mins ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 1 hour ago
TI
Business Analyst – Payment
Themesoft Inc.
Halifax, NS
- Contract
We are seeking an experienced Business Analyst – Payments with strong expertise in payment systems and data analysis. The ideal candidate will have hands-on experience working with Wire…
Added 2 hours ago
AE
Senior Financial Analyst
AppleOne Employment Services
Toronto, ON
- $80,000 to $95,000 CAD / year
- Contract
Seeking a detail-oriented and analytical Financial Analyst to join a growing Consumer Packaged Goods (CPG) organization in Toronto on a one-year contract.
Added 2 hours ago
TC
Sr. Accounting / IFRS17 Analyst
Tata Consultancy Services
Mississauga, ON
- $90,000 to $110,000 CAD / year
- Full-time
Interpret, implement, and maintain IFRS 17 accounting policies, including:
Added 2 hours ago
VB
Treasury Analyst
Vaco by Highspring
Toronto, ON
- $65,000 to $80,000 CAD / year
- Full-time
Degree in Finance, Accounting, Economics, Business, or related field
Added 3 hours ago
CA
Global Referentials Management Analyst
Crédit Agricole CIB
Montreal, QC
- Contract
Are you a recent graduate ready to hit the ground running? The Canada Analyst Program is your entry point into the world of financial compliance, client data management, and regulatory…
Added 3 hours ago
SA
Senior Financial Analyst
STAN AI
Toronto, ON · North York, ON
- $90,000 to $105,000 USD / year
- Full-time
…the details and improving how things work. You'll work across accounting operations, FP&A, systems, automation and strategic analysis, with real ownership from day…
Added 3 hours ago
AI
Senior Financial Reporting Analyst
American Iron & Metal (AIM)
Montreal, QC
- Full-time
We are seeking an experienced Senior Financial Reporting Analyst with a strong focus on consolidation to join our finance team. In this role, you will consolidate the financial statements…
Added 3 hours ago
AI
Analyst, Accounts Payable
American Iron & Metal (AIM)
Montreal, QC
- Full-time
As the Analyst, Accounts Payable, you will report directly to the Supervisor, Accounts Payable and will be part of AIM’s Finance Shared Services Center at our head office in Montréal,…
Added 4 hours ago
IE
Analyst, Business
IMAX Enhanced | Streaming & Consumer Technology
Mississauga, ON
- Full-time
IMAX is seeking a Business Analyst to bridge business functions, technology teams, data teams, project management, and senior leadership in defining and delivering technology-enabled…
Added 4 hours ago
A
Analyste de système d’affaires, marchés des capitaux
Alithya
Toronto, ON
- Full-time
As a Business System Analyst, Capital Markets, you’ll work closely with various stakeholders to analyze, document and optimize business processes and systems related to derivative products.
Added 4 hours ago
A
Functional Business Analyst
Accenture
Mississauga, ON
- Full-time
We are looking for a Functional Business Analyst to support change initiatives across retail banking and retail investment platforms. You will work with product, operations, compliance, and…
Added 4 hours ago
MB
Accounting Analyst
Masters Best Friend
Toronto, ON
- Full-time
We are looking for an ambitious Accounting Analyst interested in the intersection of accounting, technology and business insight. Working under the direction of the Chief Financial Officer…
Added 10 hours ago
CT
Analyst, Data Governance
Canadian Tire Corporation
Oakville, ON
- Full-time
Added 14 hours ago
AW
Project Control Officer
Agilus Work Solutions
Toronto, ON
- $55 to $60 CAD / hour
- Contract
Are you an experienced Project Control Officer, PMO Analyst, Portfolio Analyst, or Project Coordinator looking to work within a high-profile Treasury & Payment Solutions portfolio? We are…
Added 16 hours ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 16 hours ago
R|
Accounts Receivable Analyst
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are looking for an Accounts Receivable Analyst to join our Finance team and support the organization’s end-to-end receivables operations.
Added 1 day ago
PS
Senior Analyst / Associate, Infrastructure Investments
Public Sector Pension Investment Board
Montreal, QC
- Full-time
As a Senior Analyst / Associate, Infrastructure Investments in our Montreal office, you will work with a team of highly motivated professionals who pursue investments and manage a portfolio…
Added 1 day ago
R
Data Steward (AC42D7B)
Referment
Montreal, QC
- Full-time
This could suit a data steward, data governance analyst, business analyst or data-quality specialist from a bank, asset manager or market-data provider who wants to work closer to AI-driven…
Added 1 day ago
PG
Senior Business Analyst, Change Management
Peoples Group
Toronto, ON
- Full-time
Added 1 day ago
BT
Junior Tax Analyst
Baker Tilly Canada
Courtice, ON
- Full-time
We are looking for a Junior Tax Analyst to join our team - a role where your expertise will drive meaningful outcomes and your ambition will help shape what comes next. Here, you’ll…
Added 1 day ago
DC
ACCOUNTS PAYABLE ANALYST
D. Crupi & Sons Limited
Toronto, ON · Scarborough, ON
- Full-time
We are looking for an Accounts Payable Analyst with an outstanding attention to detail and a customer service disposition. The role involves some routine data entry, but also data upload…
Added 1 day ago
AC
Transformation Senior Analyst
Aston Carter
Toronto, ON
- $100 to $110 CAD / hour
- Contract
The Middle & Back Office Change Management Transformation Senior Analyst supports a major transformation initiative by translating future-state Operations, Performance, Accounting, and…
Added 1 day ago
R
Analyst, Repo Collateral Support
Raise
Toronto, ON
- Full-time
We at Raise are hiring an Analyst, Repo Collateral Support for one of our top clients. After establishing themselves as an industry leader, they’re now expanding their team to meet rising…

BMO

Managed Accounts Supervision Specialist, Private Wealth

Toronto, ON, Canada
FCP, Canada

$50,000.00 - $100,000.00 · Full-time

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Job details

Pay: $50,000.00 - $100,000.00
Job type: Full-time
Experience: Minimum 3-5 years of experience with managed accounts
Posting language: English
Posted: Oct 7, 2026

Original job description

Application Deadline:

10/20/2026

Address:

100 King Street West

Job Family Group:

Business Management

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.

Position: Managed Accounts Supervision Specialist
Working with the Director, Portfolio Management Supervision, and other immediate team members, and internal partners, the successful candidate will focus on the investment suitability and oversight of BMO Nesbitt Burns Managed Account programs.

The primary responsibilities for this role include, but are not limited to:

Complete suitability reviews of new and updated Managed Client Account Agreements.
Exercises judgment to identify, diagnose, and solve problems within given rules.
Provides support and guidance to branch supervision employees on supervision issues
Supports Regional Supervision team with managed account KYC review monitoring
Support the team with quarterly oversight to ensure that each managed account conforms to the account’s Client Account Agreement (“CAA”) investment guidelines, managed account programs and regulatory obligations.
Coordinate resolution of any issues identified as a part of the daily and quarterly oversight process and escalate issues where necessary.
Act as a relationship manager with Branch Supervision and Investment Advisors/Portfolio Managers in coaching on various suitability related and oversight matters.
Support branch supervision to ensure Client Account Agreements and Investment Policy Statements are reviewed and updated as required.
Help facilitate responses to inquiries for internal and external audits in coordination with the Director, Portfolio Management Supervision.
As a member of the broader Supervision, Support and Governance team you will need to support various broader initiatives from time to time.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Performs supervision activities to meet regulatory requirements and maintain service level standards.
Builds effective relationships with internal 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.
Identify and recommend process improvements.

Qualifications:

Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation is required.
Registered with CIRO as Supervisor responsible for supervision of managed accounts – or eligible to request registration.
Minimum 3-5 years of experience with managed accounts
Post-secondary education in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.
Strong analytical skills in working with MS Excel
Ability to work independently and with minimal guidance
Thorough and detail-oriented
Excellent organizational, interpersonal, written and verbal skills
Ability to work under time constraints in high volume situations
Flexible, team player
General knowledge of all supervision and industry regulations
Verbal & written communication skills
Collaboration & team skills
Analytical and problem solving skills
Influence skills
Data driven decision making.
While the primary location for the role is Toronto, there is flexibility to work form an office within other regions in Canada.

This job posting is for a current vacancy.

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.

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More about this job

Responsibilities

The specialist will conduct suitability reviews and oversight for managed client accounts to ensure compliance with investment guidelines and regulatory obligations. They will also act as a relationship manager, providing guidance to branch supervision and investment advisors while supporting strategic initiatives.

Requirements

Candidates must hold a Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation and be registered or eligible for registration with CIRO. A minimum of 3-5 years of experience with managed accounts and strong analytical proficiency in MS Excel are required.

Skills

Investment suitability
Managed accounts
KYC review
Regulatory compliance
Portfolio management
Risk management
Analytical skills
MS Excel
Coaching
Auditing
Relationship management
Problem solving
Communication skills
Data driven decision making
Strategic initiatives

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

Managed Accounts
Investment Suitability
CIRO
CIM
CFA
KYC
Portfolio Management
Regulatory Compliance
Risk Management
Client Account Agreement
Investment Policy Statement
Auditing
MS Excel
Supervision
Wealth Management
Banking
Financial Services
Strategic Initiatives
Data Analysis
Relationship Management

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