BMO Financial Group Business Project Manager- Wealth Management in Toronto, Ontario


Work in Wealth Management Project Delivery team (WMPD) relates to change management, implementation, project delivery and process improvement of business and organizational initiatives. WMPD is responsible for aligning the management of the Wealth Operations project portfolio to our strategic objectives by ensuring optimal portfolio management of the projects we are engaged in while ensuring best practices of team development and project management techniques are adopted. In addition, we provide project support and implementation of projects as well as supporting Business Managed Applications for Wealth Management Operations.

Key Accountabilities:

  • Has end to end accountability for the successful completion of the program/project including design and be accountable for the success of medium to large initiatives to achieve valuable business results.

Assemble and lead teams on complex engagements to deploy and integrate vendor products and in-house applications; lead initiatives supporting new technologies, product implementation and systems implementation of regulatory change and growth and business efficiency.

  • Rigorously manages project scope to ensure commitments are achieved within agreed on time, cost, and quality parameters, with an enterprise perspective.

  • Ensures end results are of the highest caliber with a clearly articulated scope and quantifiable business benefit, and oversees governance controls to ensure that projects/programs meet all the performance, quality and compliance standards and conforms to appropriate methodology.

Manage delivery risks and find solutions to problems.Identifies and tracks project risk and develops mitigation plans to manage risk (i.e. risk related to technology, change management, procurement, business process management, requirements management).

  • Supports project management activities following BMO’s project management methodology and practices.

  • Reports administrative and financial metrics back to Business Sponsors and related stakeholders to ensure transparency and accountability.

  • Establishes effective project or program oversight and other governance bodies, and engages the appropriate stakeholders to support the direction of the project or program and enable superior customer experience.

  • Contributes to the development of the seed funding request by ensuring project scope and benefits are clearly articulated and risks are identified.

  • Works in close partnership with Finance and key stakeholders for monthly reporting requirements (i.e. Finance, compliance, Status, Issues Management).

  • Manages and/or validate financial forecasts and provide on-going reconciliation of resources and other related project expenses.

  • Develops an understanding of organizational complexity to interact and engage with the appropriate matrix areas for the construction and delivery of the solution.

  • Develops innovative approaches to create solutions to resolve problems and significant issues within the project’s mandate.

  • Identifies, develops, and/or promotes best practices and applies learnings from the more fluid parts of the business.

  • Develops and recommends productivity aids in all aspects of assignments to accelerate delivery.

  • Seeks to integrate digital methods for agile, rapid prototyping, and for customer involvement.

  • Supports the execution of key improvement initiatives using data-driven insights to deliver positive financial and customer outcomes.

  • Continuously improves program/project processes in order to ensure the best possible deliverable outcome to improve overall efficiency and improve the bank.

Work with minimum supervision and full responsibility

  • Effective leadership, people management, coaching and team building skills with a superior ability to achieve successful results through the use of facilitation, negotiation and influencing skills.

  • Closes project or program spending accounts upon project closure

  • Identifies opportunities to strengthen the capability at BMO, such as: sharing expertise to promote technical development, mentoring employees, building communities of practice and networks across technology.

  • Stays abreast of industry technical and business trends through participation in professional associations, practice communities & individual learning


Core Knowledge:

  • Experience in the Financial Services industry, Operations; Wealth Management project experience is strongly preferred.

  • 4-7 years of experience managing complex projects ($250K-$1MM) as the accountable project leader, passion for delivery, and a track record of successful delivery

  • Core project management skills including multiple aspects of the PMBOK (i.e. Project Management Institute's PM Body Of Knowledge).

  • Knowledge and expertise in the use of project management methodologies and tools (e.g. Clarity, MS Project, SharePoint repositories, Systems Development Life Cycle (SDLC) if applicable).

  • Knowledge of waterfall and agile methodologies.

  • Sound business supported by previous technical experience.


  • Possesses an attitude for success, consulting skills and proactive approach to project management. Be proactive, self-managed

  • Possesses high quality presentation, written and exceptional verbal communication skills with attention to detail.

  • Possesses expert analytical and exceptional problem-solving skills, with ability to analyze a component or components of a process to optimize system functionality.

  • Demonstrates the ability to build and maintain strong relationships

  • Balances the demands of multiple concurrent project initiativesand satisfy stakeholders in a very complex and demanding business and technology environment.

  • Possesses change management skills, including identifying people, processes, and technology implications to various end users / stakeholders and designing the change and implementation plan.

  • Able to identify and/or recommend opportunities create/contribute to tactical and strategic vision.

  • Able to deal with complex business or technical issues and make appropriate trade-offs/escalations as required, while maintaining an overall project or program perspective

  • Able to translate technology issues into business terminology and visa-versa

  • Bachelor degree or equivalent experience; PM certifications would be considered an asset

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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.

Job Field:

Project Management

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