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Added 2 hours ago
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PIA Client Service Associate
TD
Montreal, QC
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 9 hours ago
Customer Experience Associate - Parc & Fairmount, Montreal, QC - 22.5 hours/week
Scotiabank
Montreal, QC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 21 hours ago
T
PIA Client Service Associate
TD
Mississauga, ON
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 21 hours ago
T
PIA Client Service Associate
TD
Regina, SK
- Full-time
TD Private Wealth Management takes a sophisticated and holistic goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions, and service to…
Added 22 hours ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
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…
Added 1 day ago
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Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
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…
Added 1 day ago
Intern, Private Client Service
Connor, Clark & Lunn Private Capital Ltd.
Toronto, ON
…growth are abound. You will be a member of a collaborative and client-focused team. This is an opportunity to support our associate and Wealth Advisor teams with a variety of tasks and…
Added 1 day ago
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Administration Associate, Wealth Management, Nesbitt Burns
BMO
Quebec, QC
- Full-time
…roots dating back to 1912. Known for trusted advice, strong client relationships, and disciplined investment expertise, our teams combine deep market knowledge with the strength and…
Added 1 day ago
Trust Associate, Scotiatrust - Toronto, ON
Scotiabank
Toronto, ON
As a Trust Associate in a Scotia Wealth Management Office, you provide proactive administrative and client service support to a Trust Officer and their account portfolio of varying size and…
Added 1 day ago
Customer Experience Associate - Polo Park Shopping Centre, Winnipeg, MB (30 hours/week)
Scotiabank
Winnipeg, MB
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 1 day ago
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Private Banking Associate Co-op – Winter 2027
CIBC
Toronto, ON
- Full-time
You will provide administrative and sales support to one or more Private Banking Advisors. As an Associate Co-op, Private Banking, you will provide exceptional service to Private Banking…
Added 1 day ago
UL
Associate Lawyer - Corporate Securities
Urban Legal Recruitment Inc.
Vancouver, BC
- $145,000 to $185,000 CAD / year
- Full-time
We are currently seeking a talented Mid-Level Corporate Securities Associate to join the esteemed Corporate Securities practice group in Vancouver. This role offers an exceptional…
Added 1 day ago
T
Private Trust Client Service Associate - Indigenous Trust
TD
Sudbury, ON · Thunder Bay, ON
- Full-time
We are looking for a Private Client Services Associate, Indigenous Trust Services (ITS) to join our growing team. This is an opportunity to build a career in a highly specialized area of…
Added 1 day ago
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Compliance Manager - Wealth Management
Royal Bank of Canada
Toronto, ON
- Full-time
As an individual contributor, you will provide compliance support and advice to the Wealth Management Canada business, including RBC Phillips, Hager & North Investment Counsel, RBC Private…
Added 2 days ago
RB
Portfolio Management Assistant
Royal Bank of Canada
Toronto, ON
- Full-time
…on supporting the Investment Counsellor in the management of private client portfolios (primarily comprised of pooled funds), relationships, and meetings. It is not an asset selection or…
Added 2 days ago
Customer Experience Associate - Sherbrooke, QC - 37.5 hours/week
Scotiabank
Sherbrooke, QC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
R
Portfolio Management Assistant
RBC
Toronto, ON
- Full-time
…on supporting the Investment Counsellor in the management of private client portfolios (primarily comprised of pooled funds), relationships, and meetings. It is not an asset selection or…
Added 2 days ago
T
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
Vancouver, BC
- Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As a Private Trust Client…
Added 2 days ago
T
Private Trust Client Service Associate - Indigenous Trust Services (ITS)
TD
Vancouver, BC
- Full-time
Are you revered for your attention to detail and seamless service delivery to both client and your relationship manager? If so, then this can be perfect for you. As a Private Trust Client…
Added 2 days ago
S
Customer Experience Associate, Part-Time - Pilot Sound Branch, Edmonton, AB (11.25 Hours/Week)
Scotiabank
Edmonton, AB
- Part-time
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Analyst, Technology and Innovation Banking Roynat Capital - Montreal
Scotiabank
Montreal, QC
…products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital…
Added 2 days ago
Senior Credit/Client Service Associate, Agriculture Banking - (Contract/Temporary Assignment)
Scotiabank
Stratford, ON
Join a dynamic Agriculture Banking team and play a key role in delivering exceptional service to commercial clients across Canada's agriculture sector. As a Senior Client Service Associate…
Added 2 days ago
SW
ScotiaMcLeod Administrative Associate
Scotia Wealth Management
AB · Edmonton, AB
- Full-time
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 2 days ago
ScotiaMcLeod Administrative Associate
Scotiabank
Edmonton, AB
As an Administrative Associate you will be responsible for contributing to the overall success of one or more Wealth Advisors by ensuring a high level of client service achieved by…
Added 2 days ago
Credit Solutions Associate, Commercial Agriculture Banking - Saskatoon or Winnipeg
Scotiabank
Winnipeg, MB
Join Scotiabank's Commercial Agriculture Banking team as a Credit Solutions Associate (CSA). In this role, you will be a key partner to Client Relationship Managers, providing end-to-end…

BMO

Associate Director, Investment Platform (Contract)

Toronto, ON, Canada

$70,000.00 - $150,000.00 · Full-time

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Job details

Pay: $70,000.00 - $150,000.00
Job type: Full-time
Apply by: Nov 11, 2026
Experience: 5+ years of experience leading complex business, investment management, platform, or strategic initiatives from concept through implementation.
Posting language: English
Posted: Sep 16, 2026

Original job description

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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More about this job

Responsibilities

Leads investment platform and business transformation initiatives from concept through implementation, managing project scope, budgets, risks, governance, and delivery. Coordinates cross-functional stakeholders and teams, supports change adoption, and provides analysis and recommendations to improve investment programs and client and advisor outcomes.

Requirements

Typically requires at least seven years of relevant experience and a post-secondary degree in business, finance, economics, commerce, or equivalent education and experience, including five or more years leading complex initiatives. Candidates should have strong knowledge of investment products, wealth management operations, regulatory requirements, project delivery, risk and governance, and stakeholder leadership; a CFA, CSM, or similar designation is an asset.

Skills

Investment Management
Wealth Management
Strategic Planning
Business Transformation
Stakeholder Management
Project Leadership
Program Management
Governance
Risk Management
Regulatory Compliance
Business Case Development
Financial Management
Data Analysis
Change Management
Communication
Cross-Functional Team Leadership

Benefits

Health Insurance
Tuition Reimbursement
Accident Insurance
Life Insurance
Retirement Savings Plans
Performance-Based Incentives
Discretionary Bonuses

Visa sponsorship

Not detected in the job text

Keywords

Investment Management
Wealth Management
Investment Products
Managed Account Programs
Portfolio Construction
Advisor Platforms
Investment Governance
Wealth Management Operations
Strategic Planning
Business Transformation
Project Lifecycle
Project Management
Program Management
Change Management
Risk Management
Regulatory Compliance
Governance Frameworks
Business Case Development
Budget Management
Benefit Realization
Data Analysis
Key Performance Indicators
Vendor Management
Stakeholder Management
Cross-Functional Teams
CFA
Certified Scrum Master
Financial Services

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