National Director, Private Counsel & Wealth Strategy

BMO Financial Group; Montreal (administrative region); On-site; CAD 110,000 - 193,000; Full time

Job summary

A leading financial services firm in Montreal seeks a Sales Leader for Wealth Sales & Service. The role emphasizes cultivating a positive sales culture and requires strong collaboration with regional leaders. Key responsibilities include enhancing client experiences, developing training programs, and ensuring compliance in investment management services. Candidates should possess extensive experience and relevant certifications. BMO offers a comprehensive compensation package, including health insurance and retirement plans, aiming for significant contributions from employees.

Benefits

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Qualifications

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

Responsibilities

• Provide high quality sales and service to investment clients.
• Develop training and coaching programs for the team.
• Monitor performance results and develop action plans.

Skills

Sales leadership

Investment management expertise

Analytical skills

Communication skills

Influence skills

Collaboration and team skills

Data driven decision making

Education

Post-secondary degree in related field or equivalent

MBA or Finance certification

Registered as Advising Representative with Provincial Securities Commissions

Job description

A leading financial services firm in Montreal seeks a Sales Leader for Wealth Sales & Service. The role emphasizes cultivating a positive sales culture and requires strong collaboration with regional leaders. Key responsibilities include enhancing client experiences, developing training programs, and ensuring compliance in investment management services. Candidates should possess extensive experience and relevant certifications. BMO offers a comprehensive compensation package, including health insurance and retirement plans, aiming for significant contributions from employees.