Director & Market Leader, Private Wealth Growth

bmo; Toronto; On-site; CAD 120,000 - 180,000; Full time

Job summary

BMO Private Wealth in Toronto is seeking a Director & Assistant Market Leader to drive growth across the branch and market, with focus on recruitment, operational and sales compliance, and developing branch staff. You will work with BMO partners and the community to build relationships and deliver the desired customer experience.

The role requires strategic thinking, market insight, and the ability to lead initiatives that improve profitability, assets under management, and client service

Responsibilities

• Builds and manages a network of referral sources, 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.
• Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

Job description

BMO Private Wealth in Toronto is seeking a Director & Assistant Market Leader to drive growth across the branch and market, with focus on recruitment, operational and sales compliance, and developing branch staff. You will work with BMO partners and the community to build relationships and deliver the desired customer experience.

The role requires strategic thinking, market insight, and the ability to lead initiatives that improve profitability, assets under management, and client service