Job Family Group: Customer Shared Services Provides operations expertise in the design, development, management and implementation of assigned projects from business case development through to execution. Works across BMO to deliver specific project/program results in alignment with overall group goals. Builds 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.

Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.

Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues.

Drives cross business/group coordination and logistical support for the implementation of change. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. Provides specialized consulting, analytical and technical support.

Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.



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.

Data driven decision making - In-depth. 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. Commitment to Inclusion Accommodations are available on request for candidates taking part in all aspects of the selection process.

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good.

Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers.

In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows. #

📌 Associate Director, Strategic Initiatives, Wealth Planning (Toronto)
🏢 BMO U.S.
📍 Toronto