Contract Branch Operations Specialist – Compliance

BMO U.S.; Winnipeg; On-site; CAD 35,000 - 65,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group is seeking a committed professional to provide operational support for Wealth Sales & Service across the branch and regional teams. You will help ensure compliance with regulatory requirements, manage documentation, and support initiatives to drive business objectives.

The role emphasizes building trust with clients and colleagues, coordinating activities, and delivering timely reporting.

Qualifications

• Verbal and written communication skills required.
• Strong organizational abilities and attention to detail.
• Ability to collaborate effectively within a team.
• Analytical thinking and problem-solving capabilities.

Responsibilities

• Provide operational support to branch and regional teams.
• Assist with sales compliance and regulatory requirements and documentation.
• Coordinate and implement strategic initiatives with tracking of metrics.
• Deliver training and cross-train team members for continuity and coverage.
• Handle complex tasks within policy guidelines and escalate when needed.

Skills

Verbal & written communication

Organization

Collaboration & team

Analytical & problem solving

Education

Post-secondary degree

Job description

BMO Financial Group is seeking a committed professional to provide operational support for Wealth Sales & Service across the branch and regional teams. You will help ensure compliance with regulatory requirements, manage documentation, and support initiatives to drive business objectives.

The role emphasizes building trust with clients and colleagues, coordinating activities, and delivering timely reporting.