Senior Wealth Planning Strategy Manager (Ontario)

Senior Wealth Planning Strategy Manager (Ontario)

22 Oct
|
BMO
|
Ontario

22 Oct

BMO

Ontario

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
Robust 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.

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

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