Bank of Montreal

Associate Director - Advisor Recruitment Operations, Governance & Strategy

Bank of Montreal$69K — $129K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of relevant experience in a related field or an equivalent combination of education and experience.
  • Experience in brokerage, wealth management, or financial services.
  • Strong analytical and advanced Excel skills for reporting and problem-solving.
  • Proven ability in program coordination and process improvement.
  • Excellent organizational skills with a focus on accuracy and multitasking in a fast-paced environment.
  • Effective verbal and written communication skills, fostering collaboration with senior leaders.
  • Sound judgment and resilience under pressure, with a mindset for continuous improvement.

Responsibilities

  • Lead recruitment operations to align with business priorities and ensure a consistent candidate experience.
  • Support financial reporting and analysis for informed business planning and decision-making.
  • Coordinate recruitment activities in collaboration with internal stakeholders and senior leaders.
  • Guide senior leaders in recruitment activities to promote business growth.
  • Provide governance and implement recruitment initiatives effectively.
  • Identify and recommend process improvements for enhanced program effectiveness.
  • Deliver reporting and insights that align with recruitment objectives and business plans.
  • Support onboarding during peak periods to maintain operational continuity.

Benefits

  • Health insurance coverage.
  • Tuition reimbursement for professional development.
  • Accident and life insurance for added security.
  • Retirement savings plans to support future financial goals.
Full Job Description

Application Deadline:

07/06/2026

Address:

100 King Street West

Job Family Group:

Customer Solutions

Role Purpose: The Associate Director, Advisor Recruitment Operations, Governance & Strategy is accountable for the design, coordination, governance and execution of advisor recruitment programs, financial processes and onboarding support within Private Wealth. The role provides strategic and operational leadership across recruitment initiatives, including deal structuring, program oversight, reporting, stakeholder coordination and executive due diligence activities. This position also plays a key role in identifying process improvement opportunities, strengthening program governance, and aligning recruitment operations to Market Leader business plans, broader workforce priorities and business growth objectives.

Key Accountabilities:

  • Lead recruitment operations and related processes to support business priorities and a consistent candidate experience.
  • Support financial tracking, reporting and analysis to provide insight for business planning and decision-making.
  • Coordinate recruitment activities and transitions in partnership with internal stakeholders and senior leaders to ensure effective execution.
  • Guide senior leaders in advancing recruitment activities and prospect opportunities to support business growth objectives.
  • Provide governance, program coordination and implementation support across recruitment initiatives.
  • Identify opportunities to improve processes, strengthen consistency and enhance program effectiveness.
  • Deliver reporting and insights aligned to business plans, priorities and broader recruitment objectives.
  • Support onboarding activities and provide coverage during peak periods to maintain operational continuity in a high-volume, fast-paced environment.
  • Coordinate meetings, materials and stakeholder communications to support recruitment-related activities and executive interactions.

Posting Overview: We are seeking a strategic and operationally strong leader to support advisor recruitment programs within Private Wealth. This role is responsible for driving recruitment operations, program governance, financial reporting, stakeholder coordination and onboarding support, while helping to strengthen processes, improve consistency and align recruitment activity to business priorities. The successful candidate will bring strong judgment, organizational effectiveness, relationship management capability and a continuous improvement mindset.

Qualifications:

  • Typically 5–7 years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
  • Experience in brokerage, wealth management, financial services and/or a related business environment.
  • Strong analytical, reporting and problem-solving skills, including advanced Excel proficiency.
  • Experience supporting business operations, program coordination and process improvement initiatives.
  • Strong organizational skills with the ability to manage multiple priorities, multitask effectively, and deliver with accuracy and attention to detail in a fast-paced environment.
  • Effective verbal and written communication skills, with the ability to build relationships, work collaboratively across teams, and partner effectively with senior leaders.
  • Sound judgment, resilience under pressure, a continuous improvement mindset, and the ability to translate data and insights into business recommendations.

Salary:

$69,000.00 - $129,000.00

Pay Type:

Salaried

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. 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 also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: 

About Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

Similar Jobs

More Jobs at Bank of Montreal

More Finance & Insurance Jobs

Find similar Associate Director - Advisor Recruitment Operations, Governance & Strategy jobs: