Regional Director, Investments

🕒 il y a 1 mois

🇨🇦 Canada – Télétravail

💵 $116 400 - $166 400 / an

⏰ Temps Plein

🔴 Expert

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 21%

Ce que ça veut dire : la probabilité que cette offre reste ouverte sans recrutement actif.Comment le lire : 60 % ou plus, on pense que c'est une offre fantôme. Un score plus bas est moins inquiétant.Comment on la calcule : ancienneté, republications, postes ouverts vs taille de l'équipe, rapidité de clôture, et si le salaire est indiqué.À noter : une estimation à partir de données publiques, pas un jugement sur l'entreprise. De vraies offres peuvent avoir un score élevé, alors prenez-le comme un indice, pas comme un fait.

Postuler Maintenant

Trouver des Emplois à Distance Similaires

Configurer une alerte email pour les nouveaux emplois

📊 Vérifiez votre score de CV pour ce poste

Améliorez vos chances d'obtenir un entretien en vérifiant votre score de CV avant de postuler.

Télécharger le CV

BMO U.S.

Site WebLinkedInTous les Emplois

5001 - 10000 employés

🛡️ Assurance

💼 Conseil

📦 Logistique

Insurance • Consulting • Logistics

Chez BMO, la banque est notre engagement personnel à aider les gens à chaque étape de leur vie financière. La vérité est que les besoins des gens évoluent : nous évoluons également. Mais nous ne changeons jamais qui nous sommes. Ce qui signifie que nous ne renoncerons jamais à offrir à nos clients la meilleure expérience bancaire possible dans l’industrie. Notre incroyable équipe de plus de 10 000 personnes, plus de 600 agences et 1300 distributeurs automatiques de billets, ne représente que la partie visible de l’iceberg. Vous devriez faire connaissance avec nous. Nous sommes là pour aider. Nos conditions d'utilisation des réseaux sociaux : https://www.bmo.com/socialmediatermsofuse BMO est un nom commercial utilisé aux États-Unis par BMO Bank N.A. Membre FDIC.

Description

• Actively supports regional and market-level business development efforts by partnering with Investment Counsellors, Market Leaders, Relationship Managers, and other business partners to identify growth opportunities, strengthen referral activity, and improve prospect conversion • Develops and maintains strong internal and external networks and referral sources to support growth across the assigned portfolio or jurisdiction • Enhances the firm’s presence in the marketplace by collaborating with internal experts and external partners to create integrated business development strategies • Provides investment expertise and strategic input for prospecting, discovery, proposal development, client reviews, and new business opportunities • Supports the delivery of compelling investment proposals, presentations, portfolio recommendations, and meeting materials for prospects and clients • Facilitates senior investment expertise, portfolio positioning, fiduciary insight, or market perspective for prospect and client meetings where it is required • Helps identify regional sales effectiveness gaps and partners with leaders and teams to develop practical action plans that support business results • Provides coaching, tools, and training to help Investment Counsellors and client-facing team members communicate investment value propositions clearly and confidently • Supports retention and growth by helping teams deepen client relationships, respond to complex client needs, and deliver a consistent, high-quality client experience

🎯 Exigences

• CFA designation preferred • Relevant Investment Management Experience (RIME) preferred • Typically 9+ years of relevant experience and post-secondary degree in a related field of study, or an equivalent combination of education and experience • MBA or finance-related certification considered an asset • Strong understanding of fiduciary responsibilities and their application to managed investment accounts • Strong knowledge of equity and fixed income markets • Understanding of tax-related issues affecting investments • Knowledge of the applicable regulatory environment • Demonstrated success supporting business development, client acquisition, referral growth, and sales enablement initiatives • Proven ability to partner with Investment Counsellors and market leadership teams to drive growth, improve prospect conversion, and strengthen client retention • Seasoned investment professional with credibility among investment professionals, client-facing teams, and senior leaders • Strong commercial acumen with the ability to balance investment expertise, risk management, and growth objectives • Excellent verbal and written communication skills, including the ability to translate complex investment concepts into clear, client-friendly messaging • Strong analytical, problem-solving, influencing, and relationship management skills • Demonstrated coaching and leadership capability • Expert collaboration and cross-functional partnership skills • Ability to manage ambiguity and navigate complex business, investment, and organizational issues • Strong data-driven decision-making capability.

🏖️ Avantages

• Health insurance • Tuition reimbursement • Accident and life insurance • Retirement savings plans