At a Glance
- Tasks: Lead wealth planning strategy and manage strategic projects at BMO.
- Company: Join BMO, a leading financial institution in Toronto.
- Benefits: Competitive salary, professional development, and a collaborative work environment.
- Other info: Bilingual candidates preferred; excellent career growth opportunities await!
- Why this job: Make a real impact on wealth management strategies and drive change.
- Qualifications: 5-7 years of experience in wealth management and strong communication skills.
The predicted salary is between 126099 - 154121 $ per year.
Lead wealth planning strategy at BMO in Toronto, applying project leadership and analytical problem-solving across strategic initiatives. As Senior Manager, you will guide assigned projects from business cases through execution while advising business groups across BMO. You will analyze strategic issues, recommend solutions, and coordinate stakeholders to support business priorities. The work includes data governance, change management, and operational program planning.
Key Responsibilities:
- Develop business cases and implement assigned strategic projects
- Analyze issues, data, and implications for recommendations
- Coordinate internal and external stakeholder alignment
- Build change management plans and lead implementation activities
- Monitor performance and address emerging issues
Requirements:
- Five to seven years of relevant experience
- Post-secondary degree or equivalent education and experience
- In-depth wealth management or financial industry knowledge
- Strong communication, collaboration, and influence skills
- English-French bilingual capability strongly preferred
Apply strategic analysis, stakeholder leadership, and change management expertise to wealth planning initiatives at BMO.
Senior Wealth Planning Strategy Manager in Toronto employer: BMO
BMO Financial Group is an exceptional employer, offering a dynamic work environment in the heart of Toronto where legal professionals can thrive. With a strong commitment to employee growth, BMO provides extensive training, mentorship, and opportunities for career advancement, all while fostering a culture of diversity and inclusion. Employees enjoy a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement savings plans, making it a rewarding place to build a meaningful career.
