Cindy Shearer

Director, Banking Initiatives - Private Wealth @BMO

Toronto, CA
MOBILE NUMBERS
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WORK HISTORY

Mar 2024 — Present

Director, Banking Initiatives - Private Wealth @BMO

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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

2009 — 2013

Western University

Bachelor of Arts (BA)

2015 — 2015

Canadian Securities Institute

Canadian Securities Certificate

2017 — 2018

BMO Institute for Learning

Branch Leadership Development Program

2017 — 2017

Canadian Securities Institute

Branch Compliance Officer

ABOUT CINDY SHEARER

Director, Private Wealth, BMO

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Cindy Shearer — Director, Banking Initiatives - Private Wealth at BMO in Toronto, CA | Unifers