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BMO Financial Group Business Consultant Customer Information & Data Governance in Toronto, Ontario


55 Bloor Street West

Job Family Group:

Data Analytics & Reporting


The Customer Information & Data Governance team strategically manages and administer customer data domain across the enterprise, while ensuring high levels of data quality, integrity, availability, accuracy, completeness, consistency and privacy. The team is responsible for standardizing data naming, establishing consistent data definitions, monitoring/auditing the data quality, and executing cleansing and policy agreements. The Customer Information team focuses on business benefits, fosters the goal of data re-use, upholds governance and regulatory agreements, and articulates the strategic significance of information to the organization.

The Business Consultant acts as the bank’s custodian of customer data and information across the Enterprise including the overseeing of governance processes that ensure data integrity and synergies with other information repositories including product and channel systems, frontline incentive portals, and financial management reporting.

The Business Consultant will be engaged as Subject Matter Expert of Enterprise Customer Information File ECIF and Customer Information and Access Management programs that is the key foundation for the delivery BMO Brand Promise and the Digital Strategy Program(s).

The Business Consultant will work closely with T&O partners and the Lines of Business in the delivery and maintenance of the Enterprise CIF and Data Governance Program(s) across BMO lines of business.


The Business Consultant will support project requirement gathering and solution discussions as it relates to the operational enterprise customer information file (ECIF) across BMO Financial Group allowing for:

  • Consistent Customer data collection across channels and (i.e. name, address, household, connections, channel preferences/permissions)

  • Establishment of Party Model logic & governance

  • Direct linkages of product systems to CIF platform as the front-end platform to launch into product open processes

  • Daily Customer information delivered to analytical data marts for use by businesses for insights, analytics and reporting

The role is also accountable for facilitating data clean-up and customer matching: matching customers for lines of business across BMO in Canada and the US, cross boarder:

  • Facilitate Business requirements for business matching rules for ECIF

  • Data aggregation across businesses and channels

  • Establish customer permissions and preferences across channels and LOB’s

  • Data definitions and cleansing of data rules

Business Consultant/Data Stewart for specific customer/non customer data domain

  • Facilitate the development of an integrated view of the data requirements for the Customer domain in partnership with Data Owners and Data Stakeholders:

  • Define enterprise standards for data quality with Chief Data Governance Program office

  • Determine key performance indicators and data quality metrics

  • Review data quality reports with Data Owners and Data Stakeholders to: Understand root cause of quality deficiencies

  • Formulate appropriate remediation plans with Data Owners and Technology

Support the implementation activities for the various project workstream including:

  • Data Acceptance Testing to ensure business requirements are

  • UAT Strategy and Planning

  • Project Implementation & Support

  • Collaborates with stakeholders, including senior management, to define business objectives, process, and requirements

  • Within the context of the project, leads discussions with business stakeholders and technology partners to better understand the business environment, to determine potential impacts on the project scope and objectives, and to modify the requirements management plan, if required

  • Builds, sustains, and leverages relationships with individuals within his/her area of immediate responsibility when gathering, validating, and approving requirements to establish a comfort level in managing relationships and understanding business needs and assurance that a quality result will be delivered

  • Determines the best approach for eliciting, analyzing, validating, and prioritizing requirements to ensure that the necessary information is captured from the relevant stakeholders to address the business needs

  • Ensures all necessary stakeholders are engaged in communications between the Information Technology (IT) project team and the business to help identify who should be involved in the identification and development of the requirements

  • Participates in the development of strategic and tactical Data Governance and CIF plans to help inform future project work of the direction of the business

  • Provides coaching, professional guidance, and support to Business Analysts, as required, in order to foster professional development



  • Possesses a university degree/college diploma and/or 7 to 10 years progressive business analysis experience, supporting medium- to large-size projects

  • Demonstrates solid business knowledge of Banking industry processes and operating procedures

  • Possesses solid business understanding and knowledge of the use of technology, assisted/self-serve platforms used by employees and customers in the Banking industry

  • Understands and is familiar with the application of techniques associated with data modeling, process modeling, and user-centred design


  • Demonstrates advanced writing and documentation skills

  • Possesses advanced problem-solving and analytical skills

  • Displays solid interviewing and facilitation skills

  • Advanced understanding and use of tools associated with the role (e.g. Visio)

  • Can communicate with varying stakeholders in different situations (e.g., one-on-one interviews, formal requirements gathering sessions, etc.)

  • Possesses solid influencing and negotiating skills


The working environment provides minimal exposure to discomfort or risk to safety.

We’re here to help

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. We’ll 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, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s 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.

BMO Financial Group Serving customers for 200 years and counting, BMO is a highly diversified financial services provider – the 8th largest bank, by assets, in North America. With total assets of $728 billion as of October 31, 2018, and a team of diverse and highly engaged employees, BMO provides a broad range of personal and commercial banking, wealth management and investment banking products and services to more than 12 million customers and conducts business through three operating groups: Personal and Commercial Banking, BMO Wealth Management and BMO Capital Markets.We serve Canadian clients through BMO Bank of Montreal®, our personal and commercial banking business, BMO Nesbitt Burns®*, one of Canada's leading wealth management firms, and BMO Capital Markets™, our North American investment and corporate banking division.In the United States, clients are served through BMO Harris Bank, a major U.S. Midwest personal and commercial bank, and BMO Private Bank, with wealth management offices across the United States, as well as BMO Capital Markets™, our North American investment and corporate banking division.We help our customers make money make sense by delivering the broadest range of financial services through a single point of contact. Our financial service professionals provide access to any services our customers require across the entire enterprise.