BMO Financial

Managed Accounts Supervision Specialist, Private Wealth

Toronto, ON, CAN · Part-time

Sponsorship not specified$52k-$97kDetected 12 hours ago

ExcelCommunicationCollaborationProblem SolvingMentoringCFA

About the role

Application Deadline: 08/03/2026 Address: 100 King Street West Job Family Group: Business Management BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life.
We're proud to be fueling growth and expanding possibilities for individuals, families and businesses.
This job posting is for a current vacancy.

Provides support and guidance to branch supervision employees on supervision issues
Supports Regional Supervision team with managed account KYC review monitoring
Support the team with quarterly oversight to ensure that each managed account conforms to the account's Client Account Agreement ("CAA") investment guidelines, managed account programs and regulatory obligations.
As a member of the broader Supervision, Support and Governance team you will need to support various broader initiatives from time to time.
Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
Builds effective relationships with internal stakeholders.
Everywhere we do business, we're focused on building, investing and transforming how we work to drive performance and continue growing the good.
In Canada, the United States and across the globe, we'll continue to build, invest and transform to drive performance that serves the good that grows.
Performs supervision activities to meet regulatory requirements and maintain service level standards.

Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation is required.
Minimum 3-5 years of experience with managed accounts
Ability to work independently and with minimal guidance
Ability to work under time constraints in high volume situations
General knowledge of all supervision and industry regulations
Registered with CIRO as Supervisor responsible for supervision of managed accounts - or eligible to request registration.
Post-secondary education in related field of study or an equivalent combination of education and experience.
Technical proficiency gained through education and/or business experience.
Strong analytical skills in working with MS Excel
Thorough and detail-oriented
Excellent organizational, interpersonal, written and verbal skills
Flexible, team player
Verbal & written communication skills
Collaboration & team skills

$52,300.00 - $96,600.00
The above represents BMO Financial Group's pay range and type.
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 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
Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

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.

This listing is sourced directly from BMO Financial's careers page and normalized into a canonical job model.