Executive Leader for Wealth Sales
6 days ago
We are seeking a highly skilled and experienced professional to join our team as a Director & Assistant Market Leader. This role will be responsible for leading our wealth sales and service team, providing strategic guidance and direction to drive business growth and excellence.
About the Role:- Lead a team of wealth sales and service professionals to achieve business objectives and deliver exceptional client experiences.
- Develop and implement strategic plans to drive business growth, improve sales performance, and enhance client satisfaction.
- Collaborate with cross-functional teams to identify opportunities, develop solutions, and drive business results.
- Provide coaching, mentoring, and development opportunities to team members to enhance their skills and performance.
We are the Bank of Montreal, a leading financial institution with a rich history and a commitment to excellence. Our Private Wealth business is dedicated to providing personalized wealth management solutions to high net worth individuals and families.
We offer a dynamic and supportive work environment, competitive compensation and benefits, and opportunities for professional growth and development.
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Executive Leader
3 weeks ago
Victoria, British Columbia, Canada Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as an Executive Leader & Market Strategist. In this role, you will be responsible for leading our Wealth Sales & Service team and developing strategies to drive business growth.Key ResponsibilitiesLead a team of professionals in the Wealth Sales & Service...
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Executive Leader
3 weeks ago
Victoria, British Columbia, Canada Bank of Montreal Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as an Executive Leader & Market Strategist. In this role, you will be responsible for leading our Wealth Sales & Service team and developing strategies to drive business growth.Key ResponsibilitiesLead a team of professionals in the Wealth Sales & Service...
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Executive Leader
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Victoria, British Columbia, Canada Bank of Montreal Full timeKey ResponsibilitiesAs a key member of the Wealth Sales & Service team, you will be responsible for leading and developing business strategies to drive growth and success.Key Areas of Focus:Develop and execute business plans to achieve sales and revenue targetsLead and manage a team of sales professionals to deliver exceptional customer service and sales...
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Executive Leader
2 weeks ago
Victoria, British Columbia, Canada Bank of Montreal Full timeKey ResponsibilitiesAs a key member of the Wealth Sales & Service team, you will be responsible for leading and developing business strategies to drive growth and success.Key Areas of Focus:Develop and execute business plans to achieve sales and revenue targetsLead and manage a team of sales professionals to deliver exceptional customer service and sales...
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Wealth Planning Specialist
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Wealth Planning Specialist
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Victoria, British Columbia, Canada The Toronto-Dominion Bank (Canada) Full timeJob SummaryWe are seeking a highly skilled and experienced Wealth Planning Specialist to join our team at The Toronto-Dominion Bank (Canada). As a key member of our Wealth Management group, you will be responsible for delivering high-value customized guidance on tax, retirement, estate, and overall wealth planning to our high net worth and ultra-high net...
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Wealth Planning Specialist
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Director & Assistant Market Leader
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Victoria, British Columbia, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Director & Assistant Market Leader. This role will be responsible for leading the growth and development of our wealth sales and service team, with a focus on enhancing profitability, market share, and customer loyalty.Key ResponsibilitiesDevelop and implement...
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Director & Assistant Market Leader
2 weeks ago
Victoria, British Columbia, Canada BMO Full timeJob SummaryWe are seeking a highly skilled and experienced professional to join our team as a Director & Assistant Market Leader. This role will be responsible for leading the growth and development of our wealth sales and service team, with a focus on enhancing profitability, market share, and customer loyalty.Key ResponsibilitiesDevelop and implement...
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