Jobs
>
Toronto

    Innovation Strategist, Wealth Management - Toronto, Canada - BMO

    BMO
    BMO background
    Full time
    Description

    Application Deadline:

    05/30/2024

    Address:

    100 King Street West

    Job Family Group:

    Customer Solutions

    Innovation Strategist, Wealth Management

    Reporting directly to the Head of Wealth Management Innovation Lab, the Innovation Strategist combines strategy and practical implementation of emerging technologies and trends, such as artificial intelligence (Traditional AI and Generative AI). The innovation Strategist will accelerate the strategic objectives of BMO Wealth Management Leadership and help BMO take a leadership position as the industry evolves.

    The Innovation Strategist provides 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.
  • Recommends and implements solutions based on analysis of issues and implications for the business.
  • Identifies emerging issues and trends to inform decision-making.
  • Helps determine business priorities and best sequence for execution of business/group strategy.
  • Conducts independent analysis and assessment to resolve strategic issues.
  • Supports the execution of strategic initiatives in collaboration with internal and external stakeholders.
  • 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.
  • 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.
  • Provides input into the planning and implementation of operational programs.
  • Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group 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.
  • Drives cross business/group coordination and logistical support for the implementation of change.
  • Works on initiatives with varied complexity, typically involving multiple stakeholders across BMO.
  • 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.
  • Qualifications:

  • Typically between 5 - 7 years of relevant experience (financial services or management consulting).
  • Previous business and/or enterprise Corporate Strategy experience leading projects/initiatives to support the company's strategic decisions, strongly desired.
  • Post-secondary degree in related field of study or an equivalent combination of education and experience (MBA, or master's degree in Statistics / Computer Science / Business Analytics / Economics or any other quantitative field)
  • Demonstrated experience leading complex initiatives.
  • Strong PowerPoint and modelling capabilities and ability to articulate complex subject matter
  • Broad knowledge of Bank products, services, and organization.
  • In-depth knowledge of the wealth management and/or the financial industry
  • 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 and Benefits:

    $68, $126,000.00

    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:

    We're here to help

    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 .

    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.



  • Scotiabank Toronto, Canada

    Requisition ID: 173669 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · The WMC serves as the single point of contact for referrals from Retail Banking into Scotia Wealth Management ("SWM"), and actively pursues wealth man ...

  • Equiton Partners Inc.

    Wealth Management

    22 hours ago


    Equiton Partners Inc. Toronto, Canada

    Wealth Management / Financial Investment Sales Administrator - Downtown Toronto About Equiton: Founded in 2015, Equiton is a recognized leader in private equity investments and is approaching half a billion in assets under management. Our exponential growth is a direct outcome of ...


  • Scotiabank Toronto, Canada

    Requisition ID: 183138 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose** · Contributes to the overall success of the Wealth AML team for Global Wealth Management (Canada) ensuring specific individual goals, plan ...


  • TD Bank Toronto, Canada

    **TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · - TD Wealth offers a full range of competitive wealth and asset management solutions to retail and institutional clients. We help individual and instituti ...

  • Scotiabank

    Total Wealth Manager

    22 hours ago


    Scotiabank Toronto, Canada

    Requisition ID: 162376 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose** · Contributes to the overall success of the Client Solutions group in Canada ensuring specific individual goals, plans, initiatives are ex ...


  • Scotiabank Toronto, Canada

    Requisition ID: 171433 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · Purpose · Contributes to the overall success of a Scotiatrust Taxation Services unit in Canada ensuring specific individual goals, plans, initiatives ...


  • CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...


  • Scotiabank Toronto, Canada

    Requisition ID: 176733 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **Purpose** · Contributes to the overall success of the Wealth AML team for Global Wealth Management (Canada) ensuring specific individual goals, plan ...


  • CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...


  • TD Bank Toronto, Canada

    400803BR · Audit · Toronto, ON · February 23, 2023 · Company Overview · Department Overview · Our team of trusted audit professionals interact with every part of the Bank to provide strategic guidance and independent oversight. Through due diligence, and with a strong sense of in ...


  • TD Bank Toronto, Canada

    400522BR · Audit · Toronto, ON · February 22, 2023 · Company Overview · Department Overview · Our team of trusted audit professionals interact with every part of the Bank to provide strategic guidance and independent oversight. Through due diligence, and with a strong sense of in ...


  • Royal Bank of Canada Toronto, Canada

    **Job Summary** · RBC Wealth Management Canada is seeking a dynamic and motivated Communications Intern to join our Communications team. As a member of RBC Wealth Management Canada's Communications team, you will get to work with a group of innovative communication professionals, ...


  • CIBC Toronto, Canada

    We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...


  • TD Bank Toronto, Canada

    415180BR · Wealth Management · Toronto, ON · July 31, 2023 · Hours · 37.5 · Workplace Model · Hybrid · Pay Details · Job Details · Reporting to the Senor Manager, Client Experience and Engagement, this role will lead the development and implementation of business-specific Advice ...


  • TD Bank Toronto, Canada

    **Investment Marketing Manager, Wealth Investment Office**: · BR · **Job Category - Primary** · - Wealth Management · **Work Location** · - TD Centre - South - 79 Wellington Street West · **Employment Type** · - Regular · **City** · - Toronto · **Time Type** · - Full Time · **Pro ...


  • Royal Bank of Canada Toronto, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...


  • Scotiabank Toronto, Canada

    Requisition ID: 196944 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · As the Executive Assistant, you will provide a high-level of administrative and organizational leadership, communications, and support to Executives w ...


  • TD Bank Toronto, Canada

    **TD Description** · Stay current and competitive. Carve out a career for yourself. Grow with us. · **Department Overview** · - The External Content Strategy Centre of Expertise (COE) supports the Corporate and Public Affairs (CAPA's) broader mission to inspire and connect our cu ...


  • TD Bank Toronto, Canada

    **Manager, Emerging Capabilities, TD Wealth Business Architecture**: · BR · **Job Category - Primary** · - Wealth Management · **Work Location** · - 161 Bay Street Corporate · **Employment Type** · - Regular · **City** · - Toronto · **Time Type** · - Full Time · **Province/State* ...


  • Royal Bank of Canada Toronto, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...