Project Manager Salesforce Effectiveness Financial Planning Program

Bank of Montreal; Toronto; On-site; CAD 70,000 - 150,000; Full time

Benefits offered by this job

Health insurance

Tuition reimbursement

Accident and life insurance

Retirement savings plans

Job summary

Bank of Montreal is seeking a seasoned leader to drive strategic initiatives that improve Financial Planner productivity and salesforce effectiveness. You will translate priorities into scalable solutions, manage end-to-end delivery, and collaborate with HQ and field partners to improve client engagement and performance.

In this role you will build change management plans, develop communications, and train teams while leveraging data to inform decisions.

Qualifications

• Understanding of FP business model.
• Proven ability to lead complex, cross-functional initiatives from concept to rollout.
• Ability to interpret performance data and translate insights into actionable strategies.
• Deep understanding of productivity drivers and behavioural change in a sales environment.
• Strong storytelling skills with ability to influence senior leaders and frontline teams.
• Experience working across HQ and field with ability to influence without authority.
• Ability to drive adoption and sustain behavioural change at scale.
• Strong bias for action with ability to operate in a fast-paced, evolving environment.

Responsibilities

• Lead and execute project and strategic initiatives that improve Financial Planner productivity and salesforce effectiveness.
• Translate priorities into practical, scalable solutions that drive behaviour change and enhance client engagement.
• Manage end-to-end delivery from design and pilot to national rollout with strong adoption.
• Coordinate data governance and ensure data alignment across systems.
• Develop change management plans, communications, and training to support new processes and campaigns.
• Provide analytical support and insights to inform decision-making and prioritise initiatives.

Skills

Financial Planning

Project Management

Data & Analytics

Practice Management

Communication & Presentation

Stakeholder Management

Change Management

Execution Focus

Job description

Application Deadline: 09/29/2026 Address: 33 Dundas Street West Job Family Group: Customer Solutions

This role is responsible for leading and executing project and strategic initiatives that improve Financial Planner productivity and salesforce effectiveness within the Financial Planning Program. The incumbent will translate head office and FPs priorities into practical, scalable solutions that drive behaviour change, enhance client engagement, and improve sales outcomes. Working closely with cross-functional partners and field leaders, this role will manage end-to-end delivery of key initiatives from design and pilot to national rollout ensuring strong adoption and measurable impact on performance. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Monitors and tracks performance, and addresses any issues. 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. Provides input into the planning and implementation of operational programs. Leads/participates in the design, implementation and management of core business/group processes. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Breaks down strategic problems and analyzes data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Gathers and formats data into regular and ad-hoc reports, and dashboards. Develops and manages a business/group program. Prepares or leads execution of communications and change management plans to implement new processes, products, and sales campaigns into the sales force. Acts as a single point of contact during implementation to prioritize and manage workflows. Reviews the program for effectiveness, considers industry trends, and recommend enhancements; implements changes. Develops sales force and marketing programs tools and delivers training programs. Coaches employees to drive the most business value from sales force and marketing programs. 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.

Skills & Experience

• Financial Planning : Understanding of FP business model
• Project Management: Proven ability to lead complex, cross-functional initiatives from concept to rollout
• Data & Analytics: Ability to interpret performance data and translate insights into actionable strategies
• Practice Management: Deep understanding of productivity drivers and behavioural change in a sales environment
• Communication & Presentation: Strong storytelling skills with ability to influence both senior leaders and frontline teams
• Stakeholder Management: Experience working across HQ and field with ability to influence without authority
• Change Management: Ability to drive adoption and sustain behavioural change at scale
• Execution Focus: Strong bias for action with ability to operate in a fast-paced, evolving environment

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

• BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans.

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.

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.