Retail CSR at Park Insurance providing personal lines insurance in Burnaby. Responsible for sales, customer service, and insurance evaluation duties.
About the role
- Branch Supervision Specialist supporting sales supervision and regulatory activities for private wealth branches at BMO. Evaluating supervision effectiveness and providing ongoing education to branch employees.
Responsibilities
- Supports sales supervision activities and regulatory activities for designated private wealth branches
- Evaluates the strength and effectiveness of supervision and adoption of policies
- Develops action plans to improve supervision
- Provides ongoing supervision education to assigned branch
- Conducts independent analysis and assessment to resolve strategic issues
- Supports the execution of strategic initiatives in collaboration with stakeholders
- Provides approvals for new and updated account, trade transactions and trade amendments
Requirements
- Typically between 4 - 6 years of relevant experience
- Post-secondary degree in related field of study or equivalent combination of education and experience
- Knowledge of all supervision and industry regulations – In-depth
- CIRO registrant in good standing and meets proficiency requirements to supervise IRs, RRs, Securities, and Options (Retail) (required)
- Chartered Investment Manager (CIM) or Chartered Financial Analyst (CFA) designation preferred
- Technical proficiency gained through education and/or business experience
Benefits
- Health insurance
- Accident and life insurance
- Retirement savings plans
- Tuition reimbursement
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