Branch Supervision Specialist

Branch Supervision Specialist

• Company website link – https://www.bmo.com

• Company name – Bank of Montreal

• Location – Montreal, Quebec, Canada

• Postal Code – H3B 0A2

• Region – Quebec

• Company Office local Address – 1290 Sherbrooke St W, Montreal, QC

• Contact info – +1 514-877-8000

• email address – careers@bmo.com

• Country – Canada

• Job Type – Full-Time

• Job Average Salary rate – CAD 65,000 – 75,000 yearly

• Currency – CAD

Job description

Application Deadline:

10/17/2025

Address:
1501 McGill College Avenue

Job Family Group:

Business Management

Monitoring of a designated branch’s investment transactions.

Supports sales supervision activities and regulatory activities for designated branches to meet all regulatory requirements.
• Evaluates the strength and effectiveness of supervision and adoption of policies, processes at the branch level and develops actions plans to improve supervision.
• Acts as a designee on supervision objectives for the branch.
• Provides ongoing supervision education to assigned branch / portfolio.
• Provides support and guidance to branch employees on supervision issues.
• Conducts independent analysis and assessment to resolve strategic issues.
• Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
• Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
• Provides approvals for new and updated account, trade transactions and trade amendments.
• Conducts reviews of insiders, social media, and outgoing correspondence.
• Acts as an escalation point for supervision issues/concerns within the branch.
• Manages the registration requirements as required by regulators/ legislation.
• Provides input into the planning and implementation of operational programs.
• Leads/participates in the design, implementation and management of core business/group processes.
• Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences.
• Performs required supervision reviews (delegated tasks) such as Global Relay Email Review, Gateway Message Review, Daily Trade Review, Monthly Activity Review, Quarterly Meridian Report Review, Outstanding Documentation Review. Query and Request for Information (RFI) and follows up on outstanding issues.
• Performs supervision activities to meet regulatory requirements and maintain service level standards.
• Builds effective relationships with internal/external stakeholders.
• Ensures alignment between stakeholders.
• Follows through on risk and supervision processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
• Protects the Bank’s assets and complies with all regulatory, legal and ethical requirements.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Exercises judgment to identify, diagnose, and solve problems within given rules.
• Works independently on a range of complex tasks, which may include unique situations.
• Broader work or accountabilities may be assigned as needed.

Qualifications:
• Typically between 4 – 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.
• Knowledge of all supervision and industry regulations – In-depth.
• Must meet the licensing and certification requirements for the branch / jurisdiction where the mandate is being fulfilled.
• Canadian Securities Course (CSC), Conduct and Practices Handbook Exam (CPH) already completed.
• Investment Dealer Supervisors Course (IDSC) within 2 months of your start date.
• Derivatives Fundamentals and Options Licensing Course (DFOL) within12 months of your start date
• Options Supervisors Course (OPSC) within 12 months of your start date
• Technical proficiency gained through education and/or business experience.
• Verbal & written communication skills – In-depth.
• Collaboration & team skills – In-depth.
• Analytical and problem solving skills – In-depth.
• Influence skills – In-depth.
• Data driven decision making – In-depth.

You’re fluent in French and English to support business operations outside the province of Quebec.

“Excerpt from the official job listing”

See full job description from the company website.

Job Summary

The Branch Supervision Specialist ensures daily operations run efficiently, oversees staff performance, and implements bank policies. This role supports customer service excellence, maintains compliance standards, and collaborates with management to enhance operational productivity and client satisfaction.

About Us

Bank of Montreal (BMO) is a leading financial institution committed to delivering exceptional banking services. We drive innovation in personal, commercial, and wealth management, combining expertise, technology, and trusted relationships. Our teams focus on sustainable growth, operational efficiency, and providing clients with tailored financial solutions that support their goals. With a rich history spanning over 200 years, BMO empowers communities and employees to thrive in a dynamic and evolving financial landscape. Visit https://www.bmo.com.

Culture and Work Environment

BMO cultivates a collaborative and inclusive culture that emphasizes professional development, mentorship, and teamwork. Employees are encouraged to contribute ideas, take initiative, and grow their skills while maintaining a strong focus on compliance, ethical practices, and community engagement.

Why Work With Us

Working at BMO offers opportunities to develop your career in a supportive and innovative environment. Employees gain exposure to diverse banking operations, professional growth programs, competitive compensation, and a culture that values integrity, collaboration, and delivering excellence to clients.

Key Responsibilities

• Supervise daily branch operations and staff.

• Ensure compliance with banking regulations and policies.

• Support customer service excellence and resolve escalations.

• Assist management in process improvement initiatives.

• Prepare reports and monitor branch performance metrics.

Key Qualifications

• Bachelor’s degree in Finance, Business, or related field.

• Previous experience in banking supervision or management preferred.

• Strong leadership, communication, and problem-solving skills.

• Knowledge of banking regulations and operational procedures.

• Ability to work collaboratively and adapt to change.

Benefits & Perks

• Competitive annual salary with performance incentives.

• Comprehensive health, dental, and retirement plans.

• Professional development and career advancement programs.

• Supportive and inclusive work environment.

• Employee recognition programs and community involvement initiatives.

Location Insights

Montreal is a major financial hub with robust banking operations, diverse professional networks, and a high quality of life. Employees benefit from public transport, cultural diversity, and opportunities for career growth within the finance sector.

Job Summary Table Category Details Job Title Branch Supervision Specialist Company Bank of Montreal Location Montreal, Quebec, Canada Salary CAD 65,000 – 75,000 yearly Type Full-Time Common 5 Interview Questions and Tips

Describe your experience supervising banking staff. – Provide specific examples.

How do you ensure compliance with regulations? – Highlight knowledge and attention to detail.

Explain how you resolve customer escalations. – Showcase problem-solving and client focus.

How do you motivate and lead your team? – Emphasize leadership and mentoring skills.

Why do you want to join BMO? – Align personal goals with BMO’s values.

Market-Based Salary Overview and Analysis

Branch supervision roles in Montreal typically range from CAD 60,000 to 78,000 annually. BMO’s offering is competitive, reflecting responsibilities in operations, staff management, and compliance oversight.

Disclaimer

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Explore Branch Supervision Specialist and banking roles in Montreal. BMO offers competitive pay, career growth, and opportunities to lead operational excellence in financial services.

Bank of Montreal is hiring a Branch Supervision Specialist in Montreal, Quebec. Oversee operations, lead staff, ensure compliance, and enhance customer experience in a dynamic banking environment.

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