Branch Operations Manager

BMO U.S.

. Support the branch and/or region in achieving business objectives through operational support and management of sales compliance and regulatory requirements .

Posted 11/9/2026full-timeSaint John • CanadaMid-LevelSenior💰 CA$65,000 - CA$115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong operational management capabilities, including compliance monitoring, risk assessment, and performance improvement. Possesses in-depth knowledge of financial planning products and the ability to lead teams while fostering a culture aligned with organizational values.

Highest-signal resume keywords

Operational Compliance ManagementRisk Assessment and MonitoringFinancial Planning Products ExpertiseTeam Leadership and DevelopmentData-Driven Decision Making

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Operational SupportSales ComplianceRisk Management FrameworkPerformance MonitoringData AnalysisChange ManagementFinancial ProcessingDocumentation ComplianceRegulatory RequirementsBusiness Development Planning

Soft Skills

CoachingCollaborationCommunicationProblem-SolvingInfluence

Certifications & Qualifications

Licensing Requirements

Industry Keywords

Sales and Service ExperienceBranch PoliciesData Governance StandardsClient Concerns ManagementOperational Controls

About the role

Key responsibilities & impact

Support the branch and/or region in achieving business objectives through operational support and management of sales compliance and regulatory requirements
Foster a culture aligned with BMO’s purpose, values, and strategy
Build interdependent teams and develop top talent
Improve team performance, coach employees, and manage performance
Provide input to market business development plans and strategic plans
Address client concerns and escalations
Perform risk assessments and compliance monitoring
Recommend and implement solutions based on analysis of business and client issues
Support strategic initiatives and coordinate implementation activities, metrics, and milestones
Act as prime contact for internal and external stakeholders, including regulators
Analyze data and information to provide insights and recommendations
Coordinate databases in accordance with data governance standards
Monitor performance, produce reports and dashboards, and address issues
Build and execute change management and communication plans
Prepare compliance monitoring and risk assessment documentation
Execute administrative reviews, filings, and financial and transactional processing
Supervise cash and securities responsibilities and operational compliance
Maintain branch policies and procedures
Lead operational programs and ensure quality execution
Monitor operational controls and initiate corrective actions
Source sales and service candidates
Support trainee mentorship and supervise performance during and after the 18-month training period
Develop and manage business/group programs, tools, and training
Provide administrative and operational support for account processing, documentation, and compliance
Escalate irregularities and discrepancies
Safeguard customers’ assets, privacy, and best interests while protecting the Bank’s assets
Apply BMO’s Risk Management Framework and make risk-informed decisions

Requirements

What you’ll need

Typically 5–7 years of relevant experience
Post-secondary degree in a related field of study or equivalent combination of education and experience
Sales and service experience preferred
In-depth operational experience
Supervisory/leadership experience
In-depth experience with financial planning products and related technologies
Must meet licensing and certification requirements for the team, branch, and jurisdiction where the mandate is fulfilled
Deep knowledge and technical proficiency gained through extensive education and business experience
In-depth verbal and written communication skills
In-depth collaboration and team skills
In-depth analytical and problem-solving skills
In-depth influence skills
In-depth data-driven decision-making skills

Benefits

Comp & perks

Performance-based incentives
Discretionary bonuses
Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
In-depth training and coaching
Manager support
Network-building opportunities
Tools and resources to reach new milestones
Accommodations available on request during the selection process