Cindy Shearer
Director, Banking Initiatives - Private Wealth @BMO
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WORK HISTORY
Director, Banking Initiatives - Private Wealth @BMO
Toronto, ON, CA
Nesbitt Burns Deposits 20••••26Grand Ovation Award 2026Owner of the Nesbitt Burns GIC and Cash business. From automation & optimization, relationship management, managing concentration risk, to analysis and economic review for pricing. Private Banking20••••25Private Wealth Annual Achievement Award 2024Grand Ovation Award 2024Owner of registered investment and credit card business across Private Banking. Director of sales campaigns supporting payment and deposit business growth in the Private Bank. Provide expertise in the design, development, management, and implementation of assigned projects from business case development through to execution. Working across BMO to deliver specific project/program results in alignment with overall group goals.
EDUCATION
Western University
Bachelor of Arts (BA)
Canadian Securities Institute
Canadian Securities Certificate
BMO Institute for Learning
Branch Leadership Development Program
Canadian Securities Institute
Branch Compliance Officer
ABOUT CINDY SHEARER
Director, Private Wealth, BMO
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