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BMO Financial Group Senior Consultant in Toronto, Ontario


55 Bloor Street West

Job Family Group:

Strategy & Change


  • Maintain standards for electronic forms including pre-filled forms, fillable Smart forms, letters and other collateral.

  • Ensure governance to form standards for digitization projects, act in an advisory role and provide subject matter expertise for all inquiries.

  • Develop new standards based on new business requirements and enterprise updates/changes.

  • Review and approve form Wireframes & Mock-ups, Data Field Requirements (DFR) and Form Specifications Document (FSD) for digitization projects within specified timeframes.

  • Define and contribute to implementation of internal processes and standardization such as Change Framework, Intake, Onboarding, SharePoint, Confluence Page and various internal department processes.

Key Accountabilities

  • Provide subject matter expertise, guidance and support for existing forms relating to standards, regulatory and compliance matters e.g. regulatory changes, legal disclosures, trademarks and attributions, etc.

  • Attend daily stand ups, project meetings, status meetings, manage issues and risks.

  • Manage form change control process, analyze impact of form changes and review and validate form iterations.

  • Lead and/or contribute to the form rationalization process, internal processes and procedures.

  • Ensure reviews of forms mock-ups and specifications documents are completed within specified timeframes and appropriate coverage is maintained.

  • Provide constructive input with regards to new forms and designs from a standards and regulatory perspective while being aware of potential impacts and line of business requirements.

  • Responsible for the review of complex templates providing appropriate guidance to the business analysts and technical development teams.

  • Ensure effective use of judgement, knowledge and skills in the application of standards and regulations that affect Lines of Business while seeking effective solutions and alternatives where required.

  • Provide direction as well as contribute to informing or coaching new resources within the internal team.

  • Develop and maintain currency of the policies and procedures.

  • Complete analysis of Intake requests (complexity of change, impact to existing templates) to facilitate creation of cost and effort estimates for the requested change.

  • Review requirements documents (high level requirements document, detailed requirement specifications) created during projects and assess impact to form templates.

  • Mentor/coach Business Analysts (Stakeholders management, elicitation of requirements, effective meeting facilitation, and documentation standards).

  • Provide subject matter expertise to Business stakeholders related to form changes.

  • Provide guidance and clarification on form changes and defects to developers and Quality Assurance (QA) teams.

  • Work collaboratively with project managers, business analysts, consultants, developers, solution architects, vendors and other business and technical teams to successfully deliver on key initiatives.

  • Possesses an understanding of multiple lines of business (Wealth, Everyday Banking) and coordinate with business and technology resources, user groups, internal and external consultants, and contractors and vendors.

  • Establish relationships with all project stakeholders, technology, vendor and consulting partners.


  • Must have a good understanding of enterprise branding and be able to apply that knowledge to internal standards and processes.

  • Must have a detailed understanding of industry rules and regulations and apply that knowledge to form standards and guidelines.

  • Exceptional knowledge and understanding of form designs or layout for clarity of information and great customer experience.

  • Strong understanding of business processes and improvements.

  • Must have good understanding of electronic forms architecture.

  • Must be familiar with fundamentals of Project Management (Waterfall and Agile approach).

  • Must be familiar with Business Analysis methodology.

  • Must have strong knowledge and experience with Wealth Management in US & Canada


  • Ability to establish priorities, work independently and proceed with objectives without supervision.

  • Analytical skills, problem solving and good judgement are extremely important.

  • Organized and be able to work to very tight time schedules and multiple projects.

  • Attention to detail and focus on quality of input and output.

  • Must have excellent written and verbal communication skills.

  • Must have good personal computer skills and use of software (Excel, Word and PowerPoint).

  • Ability to interpret customer business needs and translate them into requirements.

  • Ability to communicate business information to a technical audience and vice versa.

  • Demonstrate good negotiation and conflict management skills.

  • Critical thinking and ability to challenge status quo.

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.