Director & Assistant Market Leader, Private Wealth

Overview

BMO Private Wealth is dedicated to delivering exceptional advice and service to high-net-worth clients through a collaborative, client-focused approach. Our advisors and wealth professionals partner across investment management, financial planning, private banking, and trust services to provide holistic solutions that support clients' evolving needs. As we continue to grow across Canada, we are seeking leaders who are passionate about developing talent, driving a strong client and advisor experience, and supporting the success of our branch and market teams.

Responsibilities

• Builds and manages a network of referral sources, both 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 ...