Private Wealth Analyst

Address:

Supports the management & execution of the assigned business/group program or project including providing input to design development & execution. Supports the execution of program components working with internal & external stakeholders to ensure effective & seamless delivery.

• Supports the management of the program/project including developing program components promoting the program and ensuring the execution of all program components.
• Participates in the design development implementation and management of core program processes.
• Provides input to the program strategy by analyzing current operations & challenges researching best practices and understanding industry trends.
• Provides support for the investigation analysis & documentation of program risks.
• Analyzes data and information to provide program insights and recommendations.
• Collaborates with internal and external stakeholders in order to deliver on business objectives.
• Organizes work information to ensure accuracy and completeness (e.g. customized exception reports initiative tracking reports etc.).
• Communicates and reinforces program principles strategies processes and standards in all operational activities.
• Gathers and formats data into regular and ad-hoc reports and dashboards.
• Supports the execution of strategic initiatives; includes tracking metrics and milestones.
• Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities.
• Supports the development of tailored messaging which may include writing editing and distributing communications.
• Tracks exception requests and corresponding approvals.
• Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees.
• Analyzes issues and determines next steps.
• Broader work or accountabilities may be assigned as needed.

  Qualifications:

• Typically between 2 3 years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience.
• Specialized knowledge.
• Verbal & written communication skills - Good.
• Organization skills - Good.
• Collaboration & team skills - Good.
• Analytical and problem solving skills - Good.

The above represents BMO Financial Groups 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 Groups expected target for the first year in this position.

BMO Financial Groups 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: Us

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. Well 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 well help you gain valuable experience and broaden your skillset.

To find out more visit us at is committed to an inclusive equitable and accessible workplace. By learning from each others 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. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid written and fully executed agency agreement contract for service to submit resumes.