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Director & Assistant Market Leader, BMO Private Wealth (Calgary)

Company

BMO

Location

calgary, ab

Posted

June 15, 2026

Position Overview

Overview

Supports the organization’s growth objectives by enhancing profitability, market share and loyalty of the assigned branch/market with a focus on recruitment, operational and sales compliance, and professional development of branch staff. Works collaboratively within the branch, BMO partners and the community to build relationships and deliver the desired customer experience.

Responsibilities

  • Builds and manages a network of referral sources, 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 and goal-setting framework.
  • Supports the achievement of Branch/market growth, profitability, assets under management, and other business unit objectives and key measures.
  • Provides day-to-day technical support to team members and manages client escalations. Role-models client service expectations.
  • Reinf...

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