Transform BMO customer experiences with financial education, digital capabilities, and goal-based tools.

Shape Real Financial

Progress at 33 Dundas Street West.

As Director, Value Added Services and Beyond Banking, you will connect customer goals with relevant advice, products, and experiences. Your portfolio includes My Financial Progress, Credit Coach, SmartProgress, Zogo, and Beyond Banking Benefits. You will lead cross-functional execution across Product, Digital, Technology, Marketing, Analytics, Legal, Risk, Procurement, and frontline partners.

Key Responsibilities

Connect customer goals to advice, products, and experiences

Help customers build financial resilience and confidence

Own BMO’s financial education offering





Lead complex cross-functional initiatives across enterprise partners

Build, coach, and develop strategy and product professionals

Requirements

Undergraduate degree and MBA from a top tier school

10+ years in strategy, product, or customer experience

Robust analytical and structured problem-solving skills

Excellent executive communication and stakeholder management

Demonstrated people leadership and team development

Bring customer experience leadership, financial education expertise, and cross-functional execution to BMO’s Personal Banking portfolio.

📌 Director Personal Banking Customer Experience (Winnipeg)
🏢 BMO
📍 Winnipeg