Role Overview

• Provide strategic input and recommendations to senior leadership
• Lead execution of strategic initiatives and practice management programs
• Develop and implement communication strategies to influence behavior
• Define business requirements for analytics and reporting
• Lead change management programs including planning, execution, and sustainment
• Collaborate across departments (marketing, legal, finance, sales leadership)
• Support and lead the development and execution of strategic initiatives
• Analyze data to provide insights and recommendations
• Integrate information from multiple sources to streamline reporting
• Ensure timely, accurate, and efficient service delivery
• Act as subject matter expert for internal and external stakeholders

Requirements

• 7+ years of relevant experience
• Post-secondary degree in a related field or equivalent combination of education and experience
• Proven track record in sales and strategic thinking
• Deep understanding of wealth management and competitive landscape
• Strong communication, collaboration, and influence skills
• Ability to manage ambiguity and confidential information
• Proficient in BMO Wealth Management sales tools
• Strong project management and organizational skills

Benefits

• Health insurance
• Tuition reimbursement
• Accident and life insurance
• Retirement savings plans