National Director, Private Counsel & Client Experience

BMO Financial Group; Toronto; On-site; CAD 110,000 - 193,000; Full time

Job summary

A leading financial services provider in Toronto is seeking an experienced executive for talent development and investment management. The ideal candidate will have 9+ years of experience, strong leadership skills, and a deep understanding of market dynamics. Responsibilities include enhancing client relations, ensuring compliance, and leading strategic initiatives. The role offers a comprehensive compensation package and opportunities for professional growth within the company.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• Typically 9+ years of relevant experience in investment management.
• Expert knowledge of equity and fixed income markets.
• Credentials sufficient for registration with Provincial Securities Commissions.

Responsibilities

• Drive sales culture and client experience improvements.
• Collaborate with Regional Presidents on Talent Segment Strategy.
• Provide strategic leadership for investment management.

Skills

Sales leadership

Technical expertise in investment management

Analytical skills

Communication skills

Problem-solving skills

Collaboration skills

Influence skills

Data-driven decision making

Education

Post-secondary degree in related field

MBA or Finance certification

Tools

Investment management tools

Job description

A leading financial services provider in Toronto is seeking an experienced executive for talent development and investment management. The ideal candidate will have 9+ years of experience, strong leadership skills, and a deep understanding of market dynamics. Responsibilities include enhancing client relations, ensuring compliance, and leading strategic initiatives. The role offers a comprehensive compensation package and opportunities for professional growth within the company.