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Facilitates the growth of the organization by promoting/assisting in enhancing the profitability, market share and NPS for a PCD Branch including the RIA’s and supports the PCD’s strategic business objectives. Recruit established and rookie Investment Advisors. A critical part of this role is to establish strong relationships with peers, partners and in the community.
Business Delivery and Operational Effectiveness
Manage a full-service, retail brokerage branch, including but not limited to: new business development, client service, operations, communications, HR management and relationships with bank (BMO) branches
Accountable for Branch profitability and management of branch staff
Risk management & Controls
Branch adherence to internal/external Compliance regulations and requirements
Ensure proper adherence to all aspects of First Principles Our Code of Conduct and Ethics
Follow security and safeguarding procedures and apply appropriate due diligence for the prevention of loss due to fraud, counterfeiting, money laundering or defalcation in accordance with Bank policy
Ensure compliance regulations are adhered to (may include monitoring sub-branches)
Protect the Bank’s assets by adhering to all banking, investment and lending regulations (as appropriate), Policies and Procedures, legal and ethical requirements, process requirements, bank guidelines and
established risk guidelines
Participate in audits and compliance reviews as assigned and conduct follow up and coaching as required
Build & develop productive working relationships with Bank of Montreal branch partners
Ensure Branch provides high standard of client experience
Hold Investment Advisors accountable to their business plans and regularly review business plans with them
Recruit, develop and promote the best; effectively deploy talent across the organization in accordance with the strategy and business plans; recruit & develop IA Trainee’s
Monitor & support the RIA’s and network with BMO partners
Identify & develop leaders to achieve their full potential and build strong, diverse and effective teams
Set high standards and clear expectations; hold leadership team accountable; conduct thorough performance assessments; coach and provide candid feedback
Provide development opportunities for individuals identified with upward growth potential
Sustain a culture that focuses on clients, growth and pace
Provides overall leadership and strategic direction to branch, by setting context and direction, defining accountabilities, tasks and assignments and establishing boundaries for decision-making and approvals
Provides leadership, direction and planning to align tasks and branch with division and overall organizational goals
Establishes and maintains managerial practices in order to build a high performance work environment within and across Investment Advisors.
Be a role model to all employees within the branch
Ensures consistent communication of PCD strategy and messaging
Change and Innovation
Increase the effectiveness and efficiency of existing operational methods and workflows by identifying, recommending and implementing process improvements
Knowledge and Skills
Able to role model client service expectations
Able to effectively communicate and implement ongoing changes
Proven supervisory/leadership capability and experience
Exceptional people skills and the ability to communicate with all types of individuals
Proven track record in developing and growing a related business preferred
Experience managing a team
Expertise in relationship building
BMO NB specific sales and service experience preferred
Prior management experience
Proven relationship management skills
Canadian Securities Course and RISR registered
Branch Manager license
Successful Completion of CSC and CPH and RISK registered
Minimum of 7 – 15 years of relevant professional experience
Must have all the same Proficiencies as those they are to Supervise such as Derivatives Fundamentals Course / Options Licensing & Options Supervision
Job Wealth Management
Primary Location Canada-Quebec-Montreal
Organisation BMO Wealth Management-X005000
Job Posting 12/23/16
Unposting Date 03/31/17
BMO Banque de Montréal, qui se classe parmi les premières institutions financières en Amérique du Nord, a été la première banque à s'établir au Canada. Depuis sa fondation, en 1817, elle a vu son actif passer à 230 milliard de dollars. Elle emploie aujourd'hui quelque 32 000 personnes au Canada, aux États-Unis et dans le monde.
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