Director, Bmo Family Office
3 weeks ago
1501 McGill College Avenue Montreal Quebec,H3A 3M8
- Works to internally support wealth professionals.
- Provides specialized accessibility to BMO Family Office professionals and clients and connectivity across the organization as needed.
- Acts as the primary contact point into the Family Office team.
- Responsible for initial deal opportunity assessment and triage, in discussion with relationship teams & advisors.
- Implements strategies to increase the scope of services to help clients achieve their personal goals and to contribute to the overall growth of business results.
- The ability to learn quickly across multiple disciplines, and strong articulation of value proposition is critical to this role.
- Introduces the BMO Family Office platform to clients, supporting the lead relationship managers & advisors.
- Develops internal/external networks and referral sources to grow BMO Family Office business, including brand awareness.
- Oversees the creation of content and marketing materials for new business proposals.
- Plays a primary role in client meeting content and pitch materials, supported by Sales Associate team member.
- Ensures connectivity across the Family Office platform to bring additional capabilities to clients as appropriate.
- Maintains tracking of all deal opportunities to ensure continuous follow up & execution.
- Provides oversight and handles escalations on complex situations.
- Provides insight and direction in the development and delivery of wealth management advice and solutions.
- Provides strategic input into business decisions as a trusted advisor.
- Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the business/group.
- May network with industry contacts to gain competitive insights and best practices.
- Manages resources and leads the execution of strategic initiatives to deliver on business and financial goals.
- Helps determine business priorities and best sequence for execution of business/group strategy.
- Conducts independent analysis and assessment to resolve strategic issues.
- Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.
- Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.
- Ability to network and build relationships and leverage those relationships Enterprise-wide.
- Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives.
- Provides input into the planning and implementation of operational programs.
- Develops and manages a business/group program.
- Reviews the program for effectiveness, considers industry trends and recommends enhancements; makes changes as required.
- Oversees the design, development, and implementation of tools and training required to deliver business results.
- Uses an advisory-based financial planning approach to manage opportunities and relationships with entrepreneurs and affluent high net worth individuals.
- Utilizes profiling tools to identify client needs and appropriate relationship management.
- Collaborates effectively with internal stakeholders to build capability and drive business growth; provides education and insight to referral sources to improve identification of potential clients.
- Develops rapport and instills confidence with the client to develop credibility and earn their trust.
- Monitors and tracks performance; addresses any issues.
- Designs and produces regular and ad-hoc reports, and dashboards.
- Provides input into the planning and implementation of operational programs.
- Executes work to deliver timely, accurate, and efficient service.
- Follows through on the risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
- Protects the Bank's assets and complies with all regulatory, legal, and ethical requirements.
- Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders.
- Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.
- Implements changes in response to shifting trends.
- Broader work or accountabilities may be assigned as needed.
**Qualifications**:
- Typically 15+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
- Broad knowledge of commercial banking & wealth management / financial services including private banking / lending, investments, estates and trust, and tax services.
- Ability to build confidence with sophisticated referral sources and clients and identifies both immediate and long-term financial needs of wealth
-
Trust Officer
4 weeks ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part...
-
Associate - Bmo Nesbitt Burns
2 weeks ago
Montréal, Canada BMO Financial Group Full time1501 McGill College Avenue Montreal Quebec,H3A 3M8 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains...
-
Associate - Bmo Nesbitt Burns
4 days ago
Montréal, Canada BMO Financial Group Full time1501 McGill College Avenue Montreal Quebec,H3A 3M8 Assesses individual client investment needs to provide professional, customized investment-related advice, sales and service. Builds client trust, educating them on investment strategies, associated risks, and performance expectations that help them achieve their financial goals. Develops and retains...
-
(2) Private Banking Officers
4 days ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Support administrative role in collaboration with a Private Banker Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive...
-
Private Banking Officer, Sales
2 days ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively...
-
Private Banking Officer, Sales
2 days ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **6 month contract with possibility to become permanent** Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of...
-
Private Banking Officer
4 days ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 This job posting is for opportunities in the upcoming year in Montreal. Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate...
-
Montréal, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 **BMO Capital Markets** BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management,...
-
Bmo Capital Markets
4 weeks ago
Montréal, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 **BMO Capital Markets** BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management,...
-
Montréal, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 **BMO Capital Markets** BMO Capital Markets is a leading, full-service North American-based financial services provider offering equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management,...
-
Portfolio Assistant
2 weeks ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. - Identifies gaps, issues and best practices through...
-
Portfolio Assistant
3 weeks ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **Support and administrative role** Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. - Identifies gaps, issues...
-
Trust Administrator
3 weeks ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 **This role will support a Trust Officer in the team and will be responsible for all administrative duties.** Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management...
-
Montréal, Canada BMO Financial Group Full time2005-2015, rue Peel Montreal Quebec,H3A 1T7 **Language requirements for the role**:French and English Language requirements for the role: French and English **_Are You Ready to Build Your Career in the Financial Services Industry while Working From Home?_** **_ Yes, you read that right. This is a Remote Role meaning you will be working at home everyday!...
-
Inside Sales Representative, Etf
5 days ago
Montréal, Canada BMO Financial Group Full time105-119-129 rue St-Jacques O Montreal Quebec,H2Y 1L6 Drives sales results for ETF products through non-affiliated or third-party Advisory intermediaries and within BMO Advisory channels. Puts the client first and supports their wholesaler in driving sales results across their region. - Works with clients, prospects, internal stakeholders to build...
-
Private Banking Officer, Sales
4 weeks ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports the delivery of the customer experience for private banking clients. Provides high quality customer service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively identify and discuss clients’ needs and works...
-
Private Banking Officer, Sales
3 weeks ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Supports the delivery of an exceptional customer experience to private banking clients. Provides a superior level of courteous, knowledgeable and professional service to all existing and potential clients displaying a comprehensive knowledge of products. Recognizes the appropriate time to proactively...
-
Branch Operations Administrator
2 months ago
Montréal, Canada BMO Financial Group Full time1501 McGill College Avenue Montreal Quebec,H3A 3M8 18 months contract Supports the branch and/or region in achieving business objectives by providing effective operational support and management of sales compliance and regulatory requirements. - Manages client documentation for correspondence and set-up. - Collaborates with internal and external...
-
Executive Assistant
3 weeks ago
Montréal, Canada BMO Financial Group Full time1501 McGill College Avenue Montreal Quebec,H3A 3M8 Performs a variety of administrative and clerical tasks, financial and human resources administration and provides professional support to one or more Managers and their direct reports. The role provides general offices services ensuring all administrative and operational processes and control standards are...
-
Portfolio Assistant
3 weeks ago
Montréal, Canada BMO Financial Group Full time1250 boul Rene Levesque Ouest Montreal Quebec,H3B 4W8 Provides administrative and operational support to the delivery of financial and investment planning and advice to deliver an exceptional customer experience. Works collaboratively within the assigned team / branch and with business partners. - Identifies gaps, issues and best practices through...
