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 Advantages. 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 experiencesHelp customers build financial resilience and confidenceOwn BMO’s financial education offeringLead complex cross-functional initiatives across enterprise partnersBuild, coach, and develop strategy and product professionalsRequirements:

Undergraduate degree and MBA from a top tier school10+ years in strategy, product, or customer experienceStrong analytical and structured problem-solving skillsExcellent executive communication and stakeholder managementDemonstrated people leadership and team developmentBring customer experience leadership, financial education expertise, and cross-functional execution to BMO’s Personal Banking portfolio.

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