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BMO Financial Group Practice Management Consultant, IA Programs in Toronto, Ontario

Address:

100 King Street West

Job Family Group:

Strategy & Change

This role will be a specialist in the Practice Management team, becoming the subject matter expert on conversations and implementation of IA-specific programs such as Teaming, Business Succession Agreements, Sponsorship Arrangements, Estate events, and the Family Care program. Foundational understanding of legal language, IA operational processes (codes, commission accounting) and navigating HR-related matters would be an asset.

Provides subject matter expertise and effective solutions within a professional practice area of the assigned portfolio to support business/group strategies. Ensures that initiatives and solutions, programs and processes are consistently and effectively implemented across the business/groups. Develops professional practices to scale and maturity for various roles through defined practice management tools & techniques, standards as well as the adoption of the associated behaviours. Conducts training, coaching, facilitation and applies change management expertise to drive business results.

  • Acts as a trusted advisor to assigned business/group.

  • Influences and negotiates to achieve business objectives.

  • Recommends and implements solutions based on analysis of issues and implications for the business.

  • Assists in the development of strategic plans.

  • Identifies emerging issues and trends to inform decision-making.

  • Observes and coaches individuals & teams to practice management standards & approaches to drive business results.

  • Executes individual/team evaluation process to identify improvements to current approach by identifying key issues, outlining alternatives and action plans.

  • Facilitates meetings and working sessions that leverage the practice management platform, tools and techniques to foster adoption.

  • Identifies emerging issues and trends to inform decision-making.

  • Helps determine business priorities and best sequence for execution of business/group strategy.

  • Recommends and implements solutions based on analysis of issues and implications for the business.

  • Influences and negotiates to achieve business objectives.

  • Assists in the development of strategic plans.

  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.

  • Provides advice and guidance to assigned business/group on implementation of solutions

  • Collaborates with internal & external stakeholders to successful implementation of practice management solutions

  • Provides input into the planning and implementation of practice management programs.

  • Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders.

  • Breaks down strategic problems, and analyses data and information to provide practice management insights and recommendations; includes recommendations across a wide of range of opportunities to drive business results.

  • Employs systems (e.g. customized exception reports, tracking reports etc.) to manage information.

  • Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting.

  • Acts as the day to day contact for vendors; supports the implementation, maintenance, and sustainment of vendor solutions

  • Executes work to deliver timely, accurate, and efficient service.

  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.

  • Provides specialized consulting, analytical and technical support.

  • Exercises judgment to identify, diagnose, and solve problems within given rules.

  • Works independently and regularly handles non-routine situations.

  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience.

  • Deep knowledge and technical proficiency gained through extensive education and business experience.

  • Verbal & written communication skills - In-depth.

  • Collaboration & team skills - In-depth.

  • Analytical and problem solving skills - In-depth.

  • Influence skills - In-depth.

  • Data driven decision making - In-depth.

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 https://jobs.bmo.com/ca/en.

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.

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