Operations Associate

BMO U.S.; Halifax; Presencial; CAD 35 000 - 65 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Tuition reimbursement

Accident & life insurance

Retirement savings plans

Resumo da oferta

BMO Financial Group in Canada seeks a Wealth Sales & Service professional to support branch teams and drive compliant, efficient operations. You will assist in achieving business objectives and building trust with clients as a core member of the branch network.

You will review discretionary requests, coordinate strategic initiatives with tracking of metrics, and partner with internal and external stakeholders to ensure smooth delivery of services.

Qualificações

• Typically between 3 - 5 years of relevant experience.
• Post-secondary degree in related field or equivalent combination.
• Verbal & written communication skills – Good.
• Organization & collaboration skills – Good.
• Analytical and problem solving skills – Good.

Responsabilidades

• Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements.
• Builds relationships with internal/external stakeholders and ensures alignment.
• Coordinates and executes strategic initiatives with tracking of metrics and milestones.
• Provides administrative/operational support including processing, documentation, and compliance activities.
• Identifies irregularities and escalates to management and compliance as per guidelines.

Conhecimentos

Verbal communication

Written communication

Organization skills

Collaboration

Analytical thinking

Formação académica

Post-secondary degree in related field

Descrição da oferta de emprego

Application Deadline: 10/25/2026 Address: 1675 Grafton Street Job Family Group: Wealth Sales & Service Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. Develops a rapport and instills confidence with the client to develop credibility as a member of the Branch / regional team. Reviews requests with discretionary decisions to decide actions to be taken. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Coordinates and executes specific activities for the implementation of strategic initiatives; includes tracking metrics and milestones. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Supports the development of tools and delivery of training focused on branch administration and delivering business results. Cross trains team members to ensure coverage and contingency. Performs various operational activities to meet business objectives, client needs, and maintain overall service levels. Provides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Meets high quality service standards to maximize relationship retention and growth. Identifies and escalates all irregularities and discrepancies to management and compliance as per guidelines. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function. Protects the Bank's assets and complies with all regulatory, legal and ethical requirements. Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees. Analyzes issues and determines next steps. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

Typically between 3 - 5 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Specialized knowledge. Verbal & written communication skills - Good. Organization skills - Good. Collaboration & team skills - Good. Analytical and problem solving skills - Good.

Salary:

Salary: $35,000.00 - $65,000.00 Pay Type: Salaried The above represents BMO Financial Group's pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group's expected target for the first year in this position. BMO Financial Group's total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world. As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We'll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we'll help you gain valuable experience, and broaden your skillset. To find out more visit us at https://jobs.bmo.com/ca/en. BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other's differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Who we are

We're proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.