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(CAN) Senior Manager, Business Development
Walmart Canada
Mississauga, ON
Full-time
This role acts as a key connector across Marketing, Store Operations, Finance, Walmart Connect, Product, Technology, and external partners to turn business opportunities into clear plans,…
Process Design Manager (Operations)
goeasy Ltd.
Mississauga, ON
Full-time
Work across teams: partner with Operations, Risk, Compliance, Product, Analytics, and Technology to make customer journeys easier and support automation or workflow redesign opportunities.
ServiceNow Administrator, BA Enablement Associate
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Vancouver, BC
Full-time
RSM's Business Applications (BA) practice is seeking an Associate to join our D365 Enablement team in Canada. This individual will support the administration, enhancement, and adoption of…
Associate, GMO Securitization
BMO
Toronto, ON · FCP
Full-time
The BMO CM Technology & Operations (T&O) group provides end-to-end support for the global Capital Markets business lifecycle from origination to settlement. Through partnership with members…
(CAN) Senior Manager, Ad Partnership Management (IC)
Walmart Canada
Mississauga, ON
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Develop and execute joint business plans with partners to drive revenue growth, adoption, and pipeline expansion.
(CAN) Senior Manager, Ad Partnership Management (IC)
Walmart
Mississauga, ON
Full-time
Develop and execute joint business plans with partners to drive revenue growth, adoption, and pipeline expansion.
Analyst, Walmart Services - Sellar Enablement
Walmart Canada
Mississauga, ON
Full-time
…sellers across the Walmart Marketplace ecosystem. This role partners closely with Business Development, Strategic Account Management, Operations, Product, Marketing, and other internal…
(CAN) Senior Manager, Business Development
Walmart
Mississauga, ON
Full-time
This role acts as a key connector across Marketing, Store Operations, Finance, Walmart Connect, Product, Technology, and external partners to turn business opportunities into clear plans,…
Director, Legal Talent - Corporate
Gowling WLG
Hamilton, ON · Toronto, ON · Ottawa, ON · Kitchener, ON · Vancouver, BC · Calgary, AB
$165,000 to $205,000 CAD / year
Full-time
…collaborates with our other shared services functions (Finance, other People & Culture teams, Business Development & Marketing, Information Technology & AI, Innovation & Knowledge and…
Director, Legal Talent (Disputes)
Gowling WLG
Hamilton, ON · Toronto, ON · Ottawa, ON · Kitchener, ON · Montreal, QC · Vancouver, BC · Calgary, AB
$165,000 to $205,000 CAD / year
Full-time
…collaborates with our other shared services functions (Finance, other People & Culture teams, Business Development & Marketing, Information Technology & AI, Innovation & Knowledge and…
B2B Salesforce Business Analyst
Staples Canada
Richmond Hill, Ontario
Full-time
Partner with Sales, Marketing, Service, and Operations teams to identify business needs and translate them into clear, actionable requirement
Senior Financial Analyst
Staples Canada
Richmond Hill, ON
Full-time
Work closely with Business Operations and other finance teams as a trusted business partner to develop reporting on KPIs, EBITDA and profitability measures for the program.
Program Manager, New Branch Manager Training
RBC Dominion Securities
Toronto, ON
Full-time
Execute a Strategic Curriculum - Provide comprehensive training for Associate Branch Managers on key priorities including people management, team development, business…
Program Manager, New Branch Manager Training
Royal Bank of Canada
Toronto, ON
Full-time
Execute a Strategic Curriculum - Provide comprehensive training for Associate Branch Managers on key priorities including people management, team development, business…
Program Manager, New Branch Manager Training
RBC
Toronto, ON
Full-time
Execute a Strategic Curriculum - Provide comprehensive training for Associate Branch Managers on key priorities including people management, team development, business…
Associate Director, Workplace Consulting
Avison Young Canada
Toronto, ON
Full-time
…organization.Real estate can have an enormous positive impact on people’s lives – and we’re in the business of making spaces and places work better for people. Our purpose is to create real…
Onshore Project Manager
Cyient
Montreal, QC
$90,000 to $95,000 USD / year
Full-time
…support customer delivery, workforce coordination, governance, associate engagement, talent fulfillment, and business growth activities in the Montreal and Longueuil…
Senior Analyst, Seller Planning
Walmart Canada
Mississauga, ON
Full-time
…processes that reduce seller launch cycle time. This role will partner closely with Business Development, Walmart Fulfillment Services (WFS), Product, Technology, Operations and other…
Lead, Client Experience - Alberta or British Columbia
IX Solutions Ltd.
Remote, Canada
$90,000 to $115,000 CAD / year
Full-time · Remote
IX Solutions is your trusted IT partner, connecting people with technology tailored to meet their business needs. We help our clients effectively leverage modern technology and embrace…
Lead, Client Experience - Alberta or British Columbia
IX Solutions Ltd.
Remote, Canada
$90,000 to $115,000 CAD / year
Full-time · Remote
IX Solutions is your trusted IT partner, connecting people with technology tailored to meet their business needs. We help our clients effectively leverage modern technology and embrace…
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
Full-time
The Associate Director, Investment Platform leads strategic investment management and platform initiatives from concept through implementation, ensuring projects deliver measurable business…
Manager- IT Field Support
Canadian Blood Services
Calgary, AB · Edmonton, AB · Vancouver, BC · Winnipeg, MB · Saint John, NB · St. John's, NL · Dartmouth, NS · Brampton, ON · Hamilton, ON · London, ON · Ottawa, ON · Sudbury, ON · Toronto, ON · Ancaster, ON
Reporting to the Associate Director, IT Infrastructure Operations & Delivery, you will provide national leadership for the delivery of Information Technology services to Canadian Blood…
Associate Director, OTC Derivatives Confirmations
BMO
Toronto, ON · FCP
Full-time
The Associate Director is a senior member of Capital Markets Operations, accountable for the strategic oversight and governance of the trade confirmations and affirmations function across…
Senior Analyst, Walmart Services (Strategy Analyst)
Walmart
Mississauga, ON
Full-time
Partner across Finance, Supply Chain, E-commerce, Product, and other teams to drive execution of WFS strategic priorities and resolve business challenges.
Associate Director, CRM Development
TripleLift
Toronto, ON
You will partner closely with Revenue Operations, Sales leadership, IT, and BI/Data teams to translate business strategy into scalable technical solutions - ensuring our systems evolve in…

BMO

Associate Director, Investment Platform (Contract)

Toronto, ON, Canada
FCP, Canada

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Sep 27, 2026

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At a glance

Automatically prepared from the listing. Check the original description for the full requirements.

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Responsibilities

The Associate Director leads strategic investment management and platform initiatives from concept through implementation to deliver measurable business value. They serve as a key liaison between cross-functional teams including technology, operations, and compliance to ensure project objectives are met.

Requirements

Candidates must have 7+ years of experience in investment or wealth management and a post-secondary degree in a relevant field. A strong understanding of investment products, managed account programs, and regulatory frameworks is required.

Experience

5 to 10 years

Education

bachelor degree

Working hours

40 hours per week

Work arrangement

On-site

Skills

Investment management
Wealth management
Strategic planning
Business transformation
Project management
Stakeholder management
Risk management
Regulatory compliance
Financial analysis
Data analysis
Vendor management
Change management
Portfolio construction
Governance
Problem-solving
Communication

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Investment Platform
Wealth Management
Strategic Planning
Business Transformation
Project Lifecycle
Regulatory Requirements
Governance
Risk Management
Portfolio Construction
Managed Account Programs
Vendor Management
Change Management
CFA
CSM
Data Analysis
KPIs
Business Case Development
Financial Management
Stakeholder Engagement
Operational Efficiency
Investment Solutions
Advisor Platforms
Cross-functional Leadership
Strategic Sourcing
Implementation Planning
Executive Reporting
Business Acumen
Analytical Skills
Problem Solving
Investment Governance

Original job description

Application Deadline:

09/27/2026

Address:

100 King Street West

Job Family Group:

Strategy & Change

BMO Private Wealth is one of Canada's leading wealth management businesses, serving affluent individuals, families, business owners, and institutions. The Investment Platform team is responsible for advancing the investment solutions, programs, and platform capabilities that support investment professionals and enhance client outcomes across the wealth business.

The Associate Director, Investment Platform leads strategic investment management and platform initiatives from concept through implementation, ensuring projects deliver measurable business value, enhance client and advisor outcomes, and support the achievement of investment program objectives. Oversees the full project lifecycle, balancing investment management priorities, regulatory requirements, operational considerations, and stakeholder expectations to deliver successful outcomes on time, within budget, and in accordance with quality standards. Proactively identifies and mitigates execution, business, and implementation risks to achieve desired investment and business results. Serves as a key liaison between investment management, product, operations, technology, compliance, and other stakeholders, facilitating effective communication and alignment across functions. Directs, manages, and coordinates cross-functional teams, including project managers, investment professionals, business and technology resources, user groups, internal and external consultants, vendors, and regulatory bodies, to drive the successful delivery of complex investment initiatives and strategic business change.

Supports initiatives primarily within Wealth Management and Investment Management while contributing to broader business and enterprise objectives.
Partners with stakeholders across investment management, technology, operations, compliance, and governance teams to advance business and project objectives.
Provides specialized consulting, analytical, and project leadership expertise in support of investment management programs and business initiatives.
Works independently while managing multiple priorities and navigating complex or ambiguous situations.
Supports the development and execution of strategic plans, investment platform initiatives, and business transformation programs.
Leads small to medium-scale investment management, platform, and business transformation initiatives involving multiple stakeholder groups.
Helps define business priorities, initiative roadmaps, and execution plans to support the achievement of investment and organizational objectives.
Conducts analysis of business, operational, and investment-related issues, providing insights and recommendations to support strategic decisions.
Supports and manages project budgets, forecasts, business cases, and benefit realization tracking.
Analyzes data and key performance indicators to identify opportunities, risks, and areas for optimization.
Monitors project performance against established objectives, timelines, budgets, and quality standards, and addresses issues proactively.
Coordinates and influences cross-functional teams, including business, technology, operations, compliance, and external partners, to achieve project outcomes.
Supports vendor management activities, including contract oversight, resource planning, and delivery management in partnership with Strategic Sourcing.
Provides project sponsors and business leaders with recommendations regarding implementation approaches, risks, dependencies, and sustainment plans.
Manages all phases of the project lifecycle, ensuring delivery of business, operational, regulatory, and technology-related objectives.
Partners with stakeholders to develop and execute change management plans that support adoption of new investment solutions, processes, and capabilities.
Ensures projects comply with established governance frameworks, risk management standards, regulatory requirements, and internal policies.
Develops and maintains project management deliverables, executive reporting materials, governance documentation, and implementation plans.
Monitors project risks, dependencies, and interconnections and implements mitigation strategies to support successful delivery.
Evaluates project health, business case assumptions, expected benefits, and performance metrics throughout the project lifecycle.
Builds strong relationships with sponsors and stakeholders through effective communication, collaboration, and transparency.
Demonstrates accountability and ownership by identifying and resolving project issues and escalating concerns when appropriate.
Leads or represents initiatives in governance committees, working groups, cross-functional teams, and stakeholder forums.
Applies sound judgment to identify, assess, and resolve business, operational, project, and investment management challenges.
Takes measured risks while protecting the organization by applying risk management principles and ensuring decisions align with business strategy, regulatory requirements, and organizational policies.

Qualifications:

Typically 7+ years of relevant experience in investment management, wealth management, product management, business transformation, strategy, project delivery, or a related field, and a post-secondary degree in Business, Finance, Economics, Commerce, or an equivalent combination of education and experience.
5+ years of experience leading complex business, investment management, platform, or strategic initiatives from concept through implementation.
Strong understanding of investment products, managed account programs, portfolio construction, advisor platforms, wealth management operations, and regulatory requirements.
Chartered Financial Analyst (CFA), Certified Scrum Master (CSM), or similar designation is considered an asset.
Knowledge of investment management operating models, investment governance, client servicing models, and business transformation methodologies.
Strong business acumen with the ability to assess investment, operational, regulatory, and technology impacts across initiatives.
Exceptional stakeholder management skills with the ability to build trusted relationships and influence decision-making across multiple levels of the organization.
Proven ability to navigate ambiguity, manage competing priorities, and effectively lead through change.
Strong analytical and problem-solving capabilities, with experience leveraging data and business insights to drive recommendations and decision-making.
Demonstrated experience managing project risks, dependencies, budgets, business cases, and benefit realization activities.
Strong understanding of governance, risk management, regulatory compliance, and control frameworks within a financial services environment.
Excellent verbal, written, presentation, and executive communication skills.
Strong collaboration and relationship management skills, with the ability to work effectively across investment management, product, operations, technology, compliance, legal, and external partner groups.
Sound judgment and critical thinking skills, with the ability to make informed decisions and recommendations in complex business environments.
Results-oriented with a demonstrated ability to deliver high-quality outcomes while balancing strategic priorities, client needs, operational efficiency, and risk considerations.
Entrepreneurial mindset with a focus on innovation, continuous improvement, and identifying opportunities to enhance investment programs, advisor experiences, and business performance.

Core Competencies

Investment Management & Wealth Management Knowledge - In-depth
Strategic Planning & Business Transformation - In-depth
Stakeholder Management & Relationship Building - In-depth
Project & Program Leadership - In-depth
Governance, Risk & Regulatory Management - In-depth
Business Case Development & Financial Management - In-depth
Data-Driven Decision Making - In-depth
Analytical & Problem-Solving Skills - In-depth
Communication & Presentation Skills - In-depth
Influence & Negotiation Skills - In-depth
Collaboration & Team Leadership - In-depth
Change Management & Organizational Enablement - Working to In-depth

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.

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.

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