Associate director, salesforce, private wealth

BMO Financial Group; Toronto; On-site; CAD 75,000 - 142,000; Full time

Job summary

A leading financial services organization in Toronto is looking for a Salesforce Lead to serve as a liaison between technology and business units. You’ll oversee business operations for Salesforce, implement enhancements, and ensure data integrity. The ideal candidate has at least 5-7 years of Salesforce experience, strong leadership skills, and advanced Excel capabilities. The role offers competitive compensation ranging from $75,900 to $141,900, along with benefits including health insurance and a retirement savings plan.

Benefits

Health insurance

Tuition reimbursement

Retirement savings plans

Discretionary bonuses

Qualifications

• Minimum 5-7 years of relevant Salesforce experience acting as a lead/manager.
• Strong knowledge of discretionary, full-service investing, financial services industry and fintech.

Responsibilities

• Oversee business operations, change and incident management for Salesforce.
• Manage regular enhancements and systems upkeep with continuous improvements.
• Introduce innovation to impact results and enhance efficiency.

Skills

Salesforce FSC

Leadership

Written and oral communication

Analytical and problem-solving skills

Advanced Excel skills

Change management

Relationship management

Organizational skills

Education

Post-secondary education or equivalent experience

Job description

Application Timeline & Location

Application Deadline: 12/25/2025

Address: 100 King Street West

Role Overview

This position serves as a liaison between the business and technology. As the Salesforce Lead, you will be responsible for managing, implementing, and providing comprehensive support for the Private Wealth business. Although Salesforce will be the primary domain, managing and supporting other critical applications will be desired.

You will also serve as a point of escalation for any issues or concerns raised by Regional Branch Management, Leadership, and Advisor Teams. Your goal is to ensure exceptional technology support and adaptability across all branches. This role necessitates an in-depth understanding of business processes along with the skills required to enhance productivity, improve user experience, and drive business outcomes. Collaboration with BMO Technology & Operations, support teams, and vendors is essential in this position.

Key Responsibilities

• Oversee business operations, change and incident management for Salesforce.
• Manage regular enhancements and systems upkeep with continuous improvements to the business processes.
• Introduce innovation to impact results, enhance efficiency and assist the organization to meet its business objectives and goals.
• Maintain data integrity, including the upkeep of all manual and automated processes required to ensure accuracy and consistency.
• Support direction setting for platform enhancements and roadmap.
• Oversee major platform enhancements and alignment of release schedule as per business priority.
• Continuously recommend and deliver improvements and solutions.

Knowledge and Experience

• Minimum 5-7 years of relevant Salesforce experience acting as a lead/manager.
• Strong knowledge of discretionary, full-service investing, financial services industry and fintech.
• Post-secondary education or equivalent experience.

Must Have Skills

• Salesforce FSC
• Leadership
• Written and oral communication
• Decisive
• Analytical and problem-solving skills with the ability to resolve complex and/or ambiguous problems.
• Organizational
• Advanced Excel skills
• Knowledgeable with change management
• Proven track record of leading projects of all sizes from small initiatives to large-scale programs, ensuring successful delivery within scope, time, and budget.
• Relationship management and the ability to translate technology issues into business terminology and visa-versa.
• High proficiency in communicating to audiences at various levels in a clear and concise manner.
• Expert analytical and problem-solving skills with the ability to resolve complex and/or ambiguous problems.
• Able to deal with complex business or technical issues and make appropriate decisions/escalations as required.
• Ability to adapt in a fast-paced environment.

Compensation

Salary: $75,900.00 - $141,900.00

Pay Type: Salaried

Above represents BMO Financial Group’s pay range and type. Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure.

Benefits

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. For more details of our benefits, visit https://jobs.bmo.com/global/en/Total-Rewards.

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. 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.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.