National Director, Private Counsel & Client Experience

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

Job summary

A leading financial institution in Vancouver seeks an experienced Sales Leader to foster strong sales culture and provide investment management expertise. This role requires over 9 years of experience and a post-secondary degree or equivalent. The ideal candidate will enhance client experience and drive strategic initiatives. A competitive salary of $110,500.00 - $192,500.00 is offered, alongside benefits including health insurance and retirement savings plans.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Qualifications

• 9+ years of relevant experience in investment management.
• Expert knowledge of equity and fixed income markets.
• In-depth knowledge of the regulatory environment.

Responsibilities

• Cultivate a positive sales culture and enhance client experience.
• Lead and drive Talent Segment Strategy and training programs.
• Provide investment management and fiduciary expertise.

Skills

Analytical and problem solving skills

Verbal & written communication skills

Influence skills

Collaboration & team skills

Data driven decision making

Education

Post-secondary degree in related field

MBA or Finance certification

Job description

A leading financial institution in Vancouver seeks an experienced Sales Leader to foster strong sales culture and provide investment management expertise. This role requires over 9 years of experience and a post-secondary degree or equivalent. The ideal candidate will enhance client experience and drive strategic initiatives. A competitive salary of $110,500.00 - $192,500.00 is offered, alongside benefits including health insurance and retirement savings plans.