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BMO Financial Group Senior Advisor, Diversity Equity and Inclusion, Wealth Management in Toronto, Ontario


176 Yonge Street

Job Family Group:

Human Resources

This Senior Advisor, Diversity, Equity & Inclusion (DEI) position will support the BMO Wealth Management business group. BMO Wealth Management serves a full range of clients from individuals and families to business owners and institutions. It offers a wide spectrum of asset, wealth management and insurance products and services aimed at helping clients plan, grow, protect and transition their wealth. The asset management business is focused on making a positive impact and delivering innovative client solutions. BMO’s Wealth Management businesses include BMO Private Wealth, BMO InvestorLine, BMO Wealth Management U.S., BMO Global Asset Management and BMO Insurance. BMO Private Wealth, consisting of BMO Nesbitt Burns Inc. and BMO Private Banking, provides full-service investing, private banking, trust and wealth advisory services through our securities registrants, Bank of Montreal and BMO Trust Company. BMO InvestorLine's highly ranked platform for self-directed investors, as well as our cutting-edge digital hybrid advice services adviceDirect and SmartFolio, continue to accelerate online investing.

Reporting to the Chief Inclusion Officer and the Head People, Process & Change, Wealth Management Human Resources, the Senior Advisor leads the design and execution of BMO’s Wealth Management DEI Human Resources strategy in alignment with business/group strategy. The incumbent is accountable to deliver on specific key objectives to support Wealth Management’s objective to foster a high performance culture, underpinned by BMO’s values of integrity, diversity, empathy, and responsibility, with a specific focus on eliminating barriers to inclusion.

Responsibilities Include:

  • Provides strategic input into business decisions as a trusted advisor.

  • Makes recommendations to senior leaders on strategy, new initiatives and resource requirements, based on an in-depth understanding of the business/group.

  • Acts as a subject matter expert on relevant DEI regulations and policies.

  • Recommends measures to improve organizational effectiveness to eliminate barriers to inclusion.

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

  • Monitors and tracks performance on applicable indicators and address any issues.

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

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

  • Manages resources and leads the execution of strategic DEI initiatives to deliver on business and financial goals.

  • Assists in the development of DEI enterprise strategic plans.

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

  • Acts as the prime DEI subject matter expert for internal/external stakeholders.

  • Ensures alignment between stakeholders.

  • Designs and produces regular and ad-hoc reports, and dashboards.

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

  • Conducts independent analysis to resolve DEI strategic issues.

  • Leads the development of the DEI communication strategy focusing on positively influencing or changing behaviour.

  • Collaborates across BMO to develop consistent DEI communications strategies.

  • Leads DEI change management programs of varying scope and type, including readiness assessments, planning, execution, evaluation and sustainment of initiatives.

  • Builds DEI change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.

  • Directs the planning & implementation of DEI programs & solutions and executes within required service level agreements and standards.

  • Leads the execution of DEI programs; assesses and adapts as needed to ensure quality of execution.

  • Provides thoughtful and effective DEI coaching to senior leaders to maximize skills/capabilities of the group and creates an environment of high performance and openness.

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

  • Provides DEI advice and guidance to assigned business/group on implementation of wide range of HR topics & solutions.

  • Analyzes data and information to provide insights and recommendations. Gathers and formats data into regular and ad-hoc reports, and dashboards.

  • Builds effective relationships with internal/external stakeholders.

  • May network with industry contacts to gather and identify competitive insights and best practices.

  • Provides input into the planning & implementation of programs & solutions and executes within required service level agreements and standards.

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

  • Operates at a group/enterprise-wide level and serves as a DEI specialist resource to senior leaders and stakeholders.

  • Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine.

  • Implements changes in response to shifting trends.

  • Broader work or accountabilities may be assigned as needed.


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

  • Appropriate HR designation (i.e. CHRP, ADR) preferred.

  • Knowledge in HR disciplines – Expert.

  • Risk mindset - Expert.

  • Systems thinking & agility - Expert.

  • Seasoned professional with a combination of education, experience and industry knowledge.

  • 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.