Associate Director - Advisor Recruitment Operations, Governance & Strategy

Address:

Role Purpose: The Associate Director, Advisor Recruitment Operations, Governance & Strategy is accountable for the design, coordination, governance and execution of advisor recruitment programs, financial processes and onboarding support within Private Wealth. The role provides strategic and operational leadership across recruitment initiatives, including deal structuring, program oversight, reporting, stakeholder coordination and executive due diligence activities. This position also plays a key role in identifying process improvement opportunities, strengthening program governance, and aligning recruitment operations to Market Leader business plans, broader workforce priorities and business growth objectives.

Key Accountabilities:

• Lead recruitment operations and related processes to support business priorities and a consistent candidate experience.
• Support financial tracking, reporting and analysis to provide insight for business planning and decision-making.
• Coordinate recruitment activities and transitions in partnership with internal stakeholders and senior leaders to ensure effective execution.
• Guide senior leaders in advancing recruitment activities and prospect opportunities to support business growth objectives.
• Provide governance, program coordination and implementation support across recruitment initiatives.
• Identify opportunities to improve processes, strengthen consistency and enhance program effectiveness.
• Deliver reporting and insights aligned to business plans, priorities and broader recruitment objectives.
• Support onboarding activities and provide coverage during peak periods to maintain operational continuity in a high-volume, fast-paced environment.
• Coordinate meetings, materials and stakeholder communications to support recruitment-related activities and executive interactions.

Posting Overview: We are seeking a strategic and operationally strong leader to support advisor recruitment programs within Private Wealth. This role is responsible for driving recruitment operations, program governance, financial reporting, stakeholder coordination and onboarding support, while helping to strengthen processes, improve consistency and align recruitment activity to business priorities. The successful candidate will bring strong judgment, organizational effectiveness, relationship management capability and a continuous improvement mindset.

Qualifications:

• Typically 5–7 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
• Experience in brokerage, wealth management, financial services and/or a related business environment.
• Strong analytical, reporting and problem-solving skills, including advanced Excel proficiency.
• Experience supporting business operations, program coordination and process improvement initiatives.
• Strong organizational skills with the ability to manage multiple priorities, multitask effectively, and deliver with accuracy and attention to detail in a fast-paced environment.
• Effective verbal and written communication skills, with the ability to build relationships, work collaboratively across teams, and partner effectively with senior leaders.
• Sound judgment, resilience under pressure, a continuous improvement mindset, and the ability to translate data and insights into business recommendations.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.