Associate Director, Strategic Initiatives, Wealth Planning

BMO U.S.; Toronto; On-site; CAD 100,000 - 213,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

BMO Financial Group seeks a role overseeing operations design, development and implementation of projects from business case to execution. The role partners across BMO to deliver results aligned with group goals and acts as trusted advisor to the business.

You will lead change management activities, craft communications, manage stakeholders, and develop strategies that support enterprise objectives while breaking down problems and providing data-driven recommendations.

Qualifications

• Subject matter expertise in required business domain.
• Deep knowledge and technical proficiency gained through education and business experience.
• Verbal & written communication skills in-depth.
• Collaboration & analytical abilities in-depth.

Responsibilities

• Lead project design, development and execution across BMO.
• Act as advisor, influence outcomes and negotiate with stakeholders.
• Develop change management plans and readiness assessments.
• Ensure alignment with enterprise goals and monitor performance.
• Provide data-driven insights for strategic decisions.

Skills

Verbal & written communication

Analytical thinking

Problem solving

Influence skills

Data driven decision making

Collaboration & teamwork

Education

Post-secondary degree

Job description

Application Details

Application Deadline: 10/18/2026

Address: 100 King Street West

Job Family Group: Customer Shared Services

Role Overview

Provides operations expertise in the design, development, management and implementation of assigned projects from business case development through to execution. Works across BMO to deliver specific project/program results in alignment with overall group goals. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Identifies emerging issues and trends to inform decision-making. Assists in the development of strategic plans. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Participates in project/program design and provides advice & subject matter expertise to achieve required business results. Conducts analysis required to inform strategic recommendations and considers the “big picture” when assessing whether or not a course of action is advisable in terms of the group and enterprise goals. Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. Drives cross business/group coordination and logistical support for the implementation of change. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO. Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery. Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus. Provides specialized consulting, analytical and technical support. Exercises judgment to identify, diagnose, and solve problems within given rules. Works independently and regularly handles non-routine situations. Broader work or accountabilities may be assigned as needed. Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite, making sound and risk informed decisions that align to business strategy, protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications

Typically between 5 - 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Subject matter expertise in required business domain - In-depth. Deep knowledge and technical proficiency gained through extensive education and business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth.

Compensation

Salary: $70,000.00 - $150,000.00

Pay Type: Salaried

The 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. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position. 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. To view more details of our benefits, please 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.

Commitment to Inclusion

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.

Company Overview

BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.