BMO

National Director, BPIC

BMO

2 months ago
Calgary, AB, Canada
Onsite
Full Time
Director
0 applicants
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BMO
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About this role

Senior investment specialist responsible for delivering high-quality sales and service to investment clients while providing technical expertise in investment management and administration. The role supports compliance and fiduciary oversight, develops investment proposals and model portfolios, and acts as a trusted advisor and strategic leader across the branch and regional teams. It also serves as a senior resource across the enterprise to influence strategy, lead initiatives, and support stakeholder relationships.

Skills

Qualifications

Post-Secondary Degree9+ Years ExperienceMBA (Preferred)Finance Certification (Preferred)
BMO

About BMO

bmo.com

BMO offers a wide range of personal and business banking services, including checking & savings accounts, loans, lines of credit, credit cards and more.

About BMO

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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