Data Analytics & Reporting This role leverages analytics, client insights, market intelligence, and emerging AI capabilities to identify growth opportunities and shape strategies that drive client acquisition, engagement, retention, and revenue growth. Working closely with business, marketing, digital, technology, and operations partners, the Director translates insights into action, influences strategic decisions, and leads a high-performing team focused on delivering measurable business outcomes.

Growth

Strategy & Commercial Performance Develop fact-based growth strategies informed by client insights, business performance, market trends, and competitive dynamics. Identify priority growth opportunities and translate them into strategic recommendations, investment priorities, business cases, and roadmaps. Partner with senior business leaders to influence strategic and commercial decisions through data-driven insights and recommendations.

Define client segmentation, targeting, personalization, and engagement strategies that improve client experience and commercial outcomes. Leverage client, behavioural, financial, and digital engagement data to identify opportunities to improve acquisition, conversion, retention, and product penetration. Working in partnership with campaign execution, marketing, and digital teams, establish strategies for client journeys, lead programs, and personalized engagement.

Performance

Measurement & Optimization Establish growth measurement frameworks that connect initiatives to acquisition, engagement, retention, asset growth, revenue, and profitability outcomes. Lead performance reviews, identify growth drivers and performance gaps, and recommend actions to improve results. Apply forecasting, experimentation, scenario analysis, and business case modelling to evaluate opportunities and investments.





Foster a disciplined test-and-learn culture that supports continuous improvement and business performance optimization. Champion advanced analytics, predictive modelling, AI-enabled decisioning, and insight generation capabilities that improve business performance and client understanding. Prioritize analytics investments based on business value, strategic relevance, feasibility, and organizational readiness.

Ensure insights are embedded into strategic planning, decision-making, client engagement strategies, and performance management processes. Build trusted relationships with senior leaders across Wealth and key enterprise functions. Influence executive decision-making through data-driven storytelling, opportunity assessments, business cases, and recommendations.

Lead cross-functional initiatives that require alignment across business, data, technology, marketing, digital, and operations teams. Foster a culture of accountability, innovation, collaboration, continuous improvement, and measurable business impact. Develop future leaders and succession pipelines within the Growth & Analytics function. 10+ years of experience in analytics, strategy, management consulting, wealth management, insurance, digital financial services, marketing, or related disciplines. ~ Demonstrated success partnering with senior leaders to shape business strategy, investment decisions, and growth priorities. ~ Proven track record delivering measurable results in client acquisition, engagement, retention, revenue growth, marketing effectiveness, or business performance. ~ Experience leveraging analytics,



client insights, and performance measurement to influence business decisions and outcomes. ~ Strong strategic thinking, commercial acumen, and problem-solving skills.

Ability to translate complex data and insights into clear business recommendations and actions. Executive presence with the ability to build trust and influence at senior levels. Technical & Analytical Capabilities Strong knowledge of analytics, performance measurement, experimentation, segmentation, forecasting, and business case development.

Experience with modern analytics tools, platforms, and data environments. Knowledge of data governance, privacy, risk management, and regulatory considerations within financial services. Salaries for part time roles will be pro-rated based on number of hours regularly worked.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. It calls on us to create lasting, positive change for our customers, our communities and our people.

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.

Accommodations are available on request for candidates taking part in all aspects of the selection process. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.

📌 Wealth Management Advisor (Toronto)
🏢 BMO Financial
📍 Toronto