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Provide comprehensive financial and investment planning and advice, sell managed and fee-based products, acquire new clients, build and manage relationships, develop financial plans, produce reports and dashboards, support strategy execution and change management, analyze data to inform decisions, coach teammates, and ensure regulatory and risk compliance.

Provides comprehensive financial and investment planning advice, sells managed investment products, and develops client relationships to achieve asset and fee-based sales targets. Conducts business development, referrals, seminars, and joint appointments while coordinating with banking partners. Creates financial plans, analyzes data, tracks performance, develops reports and dashboards, supports strategic initiatives, and ensures compliance with regulatory and risk-management requirements. Requires securities and insurance licenses plus strong financial industry expertise.

Provides financial and investment planning advice, sells managed investment products, insurance, annuities, and retirement solutions, and develops client relationships through consultative sales. Acquires new business through outreach, seminars, and referrals while coordinating with banking partners. Builds financial plans, supports sales targets, ensures regulatory compliance, analyzes performance data, and contributes to strategic initiatives, reporting, training, and client experience improvements.

Manages enterprise-wide intraday liquidity and funding risk frameworks, including risk measurement, stress testing, modeling assumptions, regulatory reporting, dashboards, and balance-sheet usage. Advises business groups on liquidity risk mitigation, product pricing, funding strategies, recovery and resolution planning, and regulatory developments. Partners with Market Risk Management, Finance, business stakeholders, executives, regulators, and external groups to implement risk solutions and strategic initiatives.

Provides second-line oversight of Finance operational and non-financial risks, including governance, controls, regulatory compliance, risk assessments, monitoring, reporting, and remediation. The role independently challenges senior stakeholders, interprets regulations, manages risk frameworks and reporting, leads strategic initiatives, supports audits and examinations, and advises executives on emerging risks and governance improvements.

Supports quantitative structural market risk modeling, liquidity and balance-sheet risk analysis, stress testing, treasury performance reporting, and risk governance. Develops analytical models, dashboards, and structured datasets using financial and statistical techniques. Monitors market and portfolio risk metrics, evaluates hedging and funding activities, improves data acquisition and reporting processes, and collaborates with stakeholders to implement risk-management solutions.

Leads private equity, venture capital, direct equity, and subordinated debt transactions from origination through closing. Responsibilities include due diligence, valuation, investment committee presentations, legal negotiations, portfolio monitoring, relationship development, investment thesis creation, and collaboration across BMO. The Director also mentors associates, supports commercial banking referrals, evaluates opportunities, and assists with special projects.

Provides second-line oversight of Finance operational risk, controls, governance, regulatory compliance, and remediation. Advises senior leaders, evaluates emerging risks, interprets regulations, manages risk frameworks and reporting, supports audits and examinations, and leads strategic initiatives, change programs, governance meetings, attestations, and regulatory sign-offs. The role requires expert operational risk, regulatory, quantitative, communication, analytical, and stakeholder-influence skills.

Leads equipment finance business development and strategic client relationship management for the bank. Structures complex transactions, secures credit approvals, negotiates high-value deals, and cross-sells financial products. Expands client portfolios through market strategies, segment analysis, and share-of-wallet opportunities while monitoring returns and compliance. Acts as an escalation point, advises strategic clients, collaborates with internal stakeholders, and reports performance and market insights to senior leadership.

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.