Jobs in Canada

25+ jobs

Email me new jobs Save this search

Added 1 day ago
Manager, Mortgage Pricing Analytics
Scotiabank
Toronto, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
B
Administration Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
BMO Private Wealth is centered on long‑term client relationships. We support high‑net‑worth clients and families with tailored advice across investments, planning, and complex banking…
Added 1 day ago
AM
Specialist, Marketing Technology (12-month contract)
AGF Management
Toronto, ON
- Full-time
Reporting to the Senior Manager, Marketing Technology, this role is responsible for executing and supporting digital marketing operations, campaign enablement, reporting and platform…
Added 1 day ago
T
PIA Client Service Associate
TD
Toronto, 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 1 day ago
SW
Portfolio Administrator
Scotia Wealth Management
Toronto, ON
- Full-time
Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
Added 1 day ago
C
Trade Settlement and Private Wealth Manager
CGI
Toronto, ON
- Full-time
Oversee day-to-day operations related to Mackenzie products, including Private Wealth and Trade Settlement activities, in accordance with established policies and procedures.
Added 1 day ago
B
Client Service Assistant, Private Wealth (Contract)
BMO
Toronto, ON
- Full-time
The Client Service Assistant supports one or more Investment Advisors (IAs) and IA Team and staff, and private wealth branch operations with day-to-day administration and provides…
Added 1 day ago
Manager Credit Risk, Automotive
Scotiabank
ON · Mississauga, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
Senior Manager, GTB Financial Planning & Analysis - Finance
Scotiabank
Toronto, ON
…specific goals, plans, initiatives are executed / delivered in support of the team’s business strategies and objectives. Ensures all activities conducted are in compliance with governing…
Added 1 day ago
ScotiaHelps Advisor, Business Banking
Scotiabank
Toronto, ON · Ottawa, ON
Reporting and escalating any unusual occurrences or fraudulent activities evidenced through customer conversations and/or payment verification directly to the Team Lead, Manager or…
Added 1 day ago
Manager, Financial Planning & Analysis (GRM Finance)
Scotiabank
Toronto, ON
The Manager contributes to the overall success of the Global Risk Management (GRM) Finance team by ensuring that individual goals, plans, and initiatives are executed in support of the…
Added 1 day ago
R&
AML Operations Officer III
Robertson & Company Ltd.
Toronto, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 day ago
T
PIA Client Relationship Associate
TD
Concord, ON · Toronto, 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 1 day ago
Manager, Virtual Advice - Halifax, NS (Bilingual English/French)
Scotiabank
Halifax, NS
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
RJ
Compliance Associate
Raymond James
Vancouver, BC · Toronto, ON
- Full-time
Reporting to the Manager, RJLU Compliance, the Compliance Associate will support routine monitoring, administrative and documentation activities across the Institutional and Private Client…
Added 1 day ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 day ago
Portfolio Administrator
Scotiabank
Toronto, ON
Escalating issues to the Relationship Managers and or Governance & Operations Manager as appropriate
Added 1 day ago
T
Assistant Wealth Market Manager
TD
London, ON · Windsor, ON
- Full-time
In partnership with the Market Manager, the Assistant Wealth Market Manager supports daily business operations across Wealth Advisory Services, Private Trust, and Wealth Insurance Services.…
Added 1 day ago
Manager, Executive Compensation, Global Rewards
Scotiabank
Toronto, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…
Added 1 day ago
R&
Vendor Manager IV
Robertson & Company Ltd.
Mississauga, ON
- Contract
Our client is a top financial institution with significant North American holdings. They have operations across most major verticals, including institutional & corporate, wealth management,…
Added 1 day ago
QW
Head of Manager Research and Portfolio Manager
Q Wealth Partners
Toronto, ON
- Full-time
Q Wealth Asset Management is seeking a Head of Manager Research and Portfolio Manager to lead the firm’s manager research and approved-product functions. The successful candidate will also…
Added 2 days ago
Y
Head of Manager Research and Portfolio Manager
YouPotential
Toronto, ON · Greater Toronto Area, Canada
- Full-time
Q Wealth Asset Management is seeking a Head of Manager Research and Portfolio Manager to lead the firm’s manager research and approved-product functions. The successful candidate will also…
Added 2 days ago
AM
Manager, Organizational Capability - People & Culture
AGF Management
Toronto, ON
- Full-time
Founded in 1957, AGF Management Limited (AGF) is an independent and globally diverse asset management firm. Our companies deliver excellence in investing in the public and private markets…
Added 2 days ago
Manager, Strategic Insights
Scotiabank
Toronto, ON
The Manager, Strategic Insights, under the direction of their Senior Manager, is responsible for providing strategic, design and analytical support for the effective operation of Risk &…
Added 2 days ago
Manager, Small Business Deposits & Partner Offerings
Scotiabank
Toronto, ON
…purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and…

BMO

Associate Director, Investment Platform (Contract)

Toronto, ON, Canada

$70,000.00 - $150,000.00 · Full-time

Apply About employer

Applications open in a new tab.

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.

Apply About employer

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

Report this job