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BMO Financial Group Senior Manager, Financial Planning Program Office in Toronto, Ontario


55 Bloor Street West

Job Family Group:

Customer Solutions

Job Description

This position will support Retail Wealth strategies and Financial Planning Program Office Wealth Distribution initiatives for Personal Banking by providing analytical insight of our Retail Wealth network.

We are looking for a strategic thinker that will play pivotal role in the design, development & execution of Retail Wealth Strategies. The incumbent will analyze, and synthesize, and define business requirements for reporting using high-quality data insights to inform fact-based business decisions relative to goals and objectives . They will support the development of the strategy and roadmap for Retail Wealth.


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

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

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

  • Network with industry contacts to gain competitive insights and best practices.

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

· 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.

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

· Defines business requirements for analytics & reporting to ensure data insights inform business decision making.

· Develops and applies the framework for databases; oversees database management in adherence with data governance standards.

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

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

· Collaborates across BMO to develop communications strategies and ensure consistency of messaging, in order to positively influence or change behaviour.

· Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution.

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


· 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

· 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.

· Operates at a group/enterprise-wide level and serves as a 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.

· Specific designations may be required e.g. Six Sigma, PMP, Agile Scrum Master.

· 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.

· Job Category

Job Category

· Individual Contributor / Collaborator

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.