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BMO Financial Group Journey Lead, Branch Digital Sales in Toronto, Ontario


55 Bloor Street West

Job Family Group:

Customer Solutions

The Journey Lead, Digital Branch Sales will act as the overall Product Owner for the next generation platform supporting Needs Assessment, Sales Management and Account Fulfillment for Canadian Retail Products. This role will lead two self-managed Agile product teams to provide strategic vision, direction and champion delivery excellence. The Journey Lead represents the "voice of the customer" and is empowered to make product decisions through a disciplined approach focused on maximizing the value of the product. They own the product backlog and create & communicate the product roadmap. They are also accountable for KPIs and End to End product experience.

Planning and Roadmap Development

  • Defines the product vision, road-map, and growth opportunities by representing the customer to the product development team.

  • Represents the “voice of the customer”.

  • Develops the business case by identifying needs, analyzing potential options, and assessing expected return on investment.

  • Recommends business priorities, advises on resource requirements, and develops roadmap for strategic execution.

  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.

  • Defines, measures, and delivers end-to-end outcomes to maximize business value and return on investment.

  • Researches and analyzes competitor and industry products, markets, users, and roadmaps.

Product Delivery

  • Leads the planning of product releases and sets expectation for delivery of new functionalities.

  • Plans, prioritizes, and manages a product feature and development backlog to plan iterations and elaborate on user stories.

  • Leads the creation of product requirements and related business processes and technologies.

  • Provides approval for completed team deliverables to determine readiness for implementation (i.e. minimum viable product).

  • Monitors and tracks performance, and addresses any issues.

  • Assesses product value, develops cases, and prioritizes stories, epics, and themes to focus on products with maximum value and alignment with product strategies.

  • Defines business requirements for analytics and reporting to ensure data insights inform business decision making.

  • Establishes product risk mitigating controls and assesses their effectiveness within the risk appetite.

Agile Team Management

  • Provides vision and direction to the Agile product development team and its stakeholders within a defined customer portfolio.

  • Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.

  • Supports effective relationships across work groups to mitigate impediments, eliminate road blocks, and facilitate successful completion of team release / sprint goals.

  • Keeps abreast with Agile/Scrum trends and best practices.


  • 7+ years of relevant experience and post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.

  • Experience and knowledge with Customer and Account Onboarding & CRM - Required

  • Prior Product Owner experience in Financial Services considered a strong asset

  • Verbal & written communication skills - In-depth / Expert.

  • Analytical and problem solving skills - In-depth / Expert.

  • Influence skills - In-depth / Expert.

  • Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert.

  • Able to manage ambiguity.

  • Data driven decision making - In-depth / Expert.

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.