BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking needs. Our teams work closely together to deliver a high‑touch, personalized experience, balancing strong investment discipline with proactive service and trusted advice.

• Acts as a designee for the Branch Operations Manager on compliance objectives within the branch.
• Works closely with Branch Operations Manager on all operational and regulatory responsibilities as per guidelines to ensure smooth operation of the business.
• Facilitates client transaction requests (e.g., wires and EFTs) for advisory teams in a timely manner, with strong attention to detail.
• Develops a rapport and instills confidence with advisory teams to develop credibility as a member of Branch Operations
• Works collaboratively with team members and branch management to fos...