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Leads regional investment strategy, fiduciary oversight, portfolio guidance, regulatory compliance, business development, and growth enablement. Partners with Investment Counsellors and senior leaders to improve prospect conversion, client retention, performance, and investment outcomes. Provides market expertise, reporting and analytics, change management, training, governance, and strategic program leadership while supporting complex client and stakeholder needs.

The Senior Relationship Manager oversees business development and client relationship management to drive revenue growth, ensuring compliance and addressing complex client issues. Responsibilities include structuring deals, analyzing market trends, and collaborating across teams to optimize client satisfaction.

Advise customers on mortgage renewals and home financing to retain and grow business. Manage inbound/outbound contacts, present financing options, negotiate pricing, process transactions or refer to specialists, and ensure compliance with regulatory and risk requirements. Maintain product knowledge, integrate promotions, handle escalations, and collaborate with internal stakeholders to deliver a positive customer experience.

Drive sales of BMO Life Assurance products to managing general agencies (MGAs) and brokers across a region. Build and maintain relationships, provide case and quoting support, conduct seminars, manage large-case and special-quote processes, produce reporting and dashboards, analyze data to inform strategy, support strategic initiatives, deliver technical product guidance and training, and collaborate with internal stakeholders to grow regional business.

Provide high-level administrative, operational and strategic support to senior Capital Markets executives: manage complex calendars and travel, prepare presentations and reports, coordinate events, track budgets and expenses, maintain information systems, support office operations and compliance, mentor junior administrative staff, and drive continuous improvement of administrative processes.

Provide administrative and client-service support to Investment Advisors and the branch: coordinate marketing and client events, schedule meetings, process account requests and basic money movements, generate reports, maintain client files and databases, assist with technology issues, ensure compliance with risk and privacy policies, and escalate or analyze issues as required.

Client-facing role supporting Investment Advisors to grow and manage client relationships through financial planning, portfolio reviews, investment advice, prospecting, and business development. Prepares reports, conducts research, creates client proposals and financial plans, manages databases and compliance, and collaborates with internal partners to meet growth and service objectives while adhering to regulatory and risk frameworks.

Drive mortgage originations by building referral networks, marketing mortgage solutions, guiding customers through applications, collaborating with branch teams, ensuring regulatory compliance, and delivering strong customer service to meet sales and profitability goals.

Cultivate and manage referral networks to originate mortgage business, guide customers through application and processing, execute targeted marketing and sales programs, collaborate with branch teams, ensure regulatory compliance, analyze data and report on opportunities, and deliver exceptional customer service to grow mortgage share.

The Regional Director leads wealth planning and guidance for HNW/UHNW clients, collaborates with Investment Advisors, and implements strategies to enhance client investment experiences while driving business growth.