Senior Wealth Planning Strategy Manager (Toronto)

Senior Wealth Planning Strategy Manager (Toronto)

22 Oct
|
BMO
|
Toronto

22 Oct

BMO

Toronto

Lead wealth planning strategy at BMO in Toronto, applying project leadership and analytical problem-solving across strategic initiatives. As Senior Manager, you will guide assigned projects from business cases through execution while advising business groups across BMO. You will analyze strategic issues, recommend solutions, and coordinate stakeholders to support business priorities. The work includes data governance, change management, and operational program planning. Key Responsibilities:

Develop business cases and implement assigned strategic projects Analyze issues, data, and implications for recommendations Coordinate internal and external stakeholder alignment Build change management plans and lead implementation activities Monitor performance and address emerging issues Requirements:

Five to seven years of relevant experience Post-secondary degree or equivalent education and experience In-depth wealth management or financial industry knowledge Solid communication, collaboration, and influence skills English-French bilingual capability strongly preferred Apply strategic analysis, stakeholder leadership, and change management expertise to wealth planning initiatives at BMO.

📌 Senior Wealth Planning Strategy Manager (Toronto)
🏢 BMO
📍 Toronto

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