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Added 3 hours ago
AA
Consultant
Alpha Agency
Toronto, ON
- Full-time
…and roadmapping, business process transformation, technology enablement, and others to transform functions within insurance organizations. You may be leading a work stream within a larger…
Added 9 hours ago
T
Data Architect, Technology Data Management
TD
Toronto, ON
- Full-time
The role serves as the architectural authority for technology reference data, ensuring data consistency, interoperability, scalability, and traceability across systems of record, data…
Added 9 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
…projects deliver measurable business value, enhance client and advisor outcomes, and support the achievement of investment program objectives. Oversees the full project lifecycle, balancing…
Added 12 hours ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON
- Full-time
…projects deliver measurable business value, enhance client and advisor outcomes, and support the achievement of investment program objectives. Oversees the full project lifecycle, balancing…
Added 22 hours ago
HI
Lead, Infrastructure & IT Operations
Healthcare Insurance Reciprocal of Canada (HIROC)
Toronto, ON
- Full-time
Healthcare Insurance Reciprocal of Canada (HIROC) is a trusted healthcare safety advisor, committed to offering a full spectrum of insurance, risk and claims management products and support.
Added 1 day ago
B
Director, Journey Enablement, Self-Serve Onboarding & Servicing
BMO
Toronto, ON · BMOPLACE
- Full-time
Lead and align partners across Product, Business Governance, Digital, Technology, Operations, Analytics, PMO and frontline channels, while maintaining clear accountability for business…
Added 1 day ago
B
Director, Journey Enablement, Assisted Servicing & Collections
BMO
Toronto, ON · BMOPLACE
- Full-time
Support the roadmap and strategy for AI enablement across Business Banking, focus on scaling cale AI-driven automation, insights, and decision support to improve account servicing and…
Added 1 day ago
T
Manager, Performance Management & Strategic Enablement
TD
Toronto, ON
- Full-time
…support business outcomes. Within this department, Operations & Enablement provides the coordination, governance, reporting and project support needed to execute strategic priorities,…
Added 1 day ago
L
Transition Manager -Digital Workplace Solutions
Lenovo
Markham, ON
- $92,000 to $140,990 CAD / year
…transformation expertise, and the ability to leverage automation, analytics, and AI-enabled tools to improve delivery…
Added 1 day ago
BC
Equity Research Database & Development Associate
BMO Capital Markets
Toronto, ON
- Full-time
…Production team, to deliver Global Equity Products systems/reporting/analytics/CRM support and business insights to senior executives and front-line professionals to support publication,…
Added 1 day ago
K
Consultant, Financial Services-Insurance & Wealth & Asset Management
KPMG
ON · Toronto, Ontario
- Full-time
…financial services, insurance, wealth management, technology enablement, analytics, or a related…
Added 1 day ago
J
Sales Operations Manager
Jobber
Remote, Canada
- Full-time
- Remote
Then Jobber might be the place for you! We’re looking for a Sales Operations Manager to be part of our Sales Enablement department.
Added 2 days ago
M
Manager, Advisor Experience & Inforce Service Innovation
Manulife
Toronto, ON · Waterloo, ON · Montreal, QC · Halifax, NS
- Full-time
The Manager, Advisor Experience & Inforce Service Innovation defines and executes Specialized Lending’s post-funding service model. The role leads portfolio servicing and surveillance,…
Added 2 days ago
SP
Technical Architect Director - PubSec - Mulesoft Canada
Salesforce Partner Canada
Toronto, ON
- Full-time
Serve as trusted advisor to customer CxOs; shape data strategy and the business case
Added 2 days ago
Principal AI Platform Engineer
Compeer Financial
Compeer, Alberta
…responsible AI use across the organization. Sets enterprise AI Enablement Platform direction and partnering with Enterprise Architecture and AI Risk governance workgroup. Connects AI…
Added 2 days ago
MC
SOLUTION ARCHITECT TECHNICAL ARCHITECT (35734)
Myticas Consulting
Toronto, ON
- Full-time
Understand integration dependencies across core banking, CRM, digital banking/channels, general ledger, billing, workflow, data warehouse, analytics, and reporting platforms.
Added 3 days ago
Advisor, Data Governance (Temporary, 12 months)
BRP
Sherbrooke, QC
We are looking for a Senior Data Governance advisor who will report to the Enterprise Data Governance Manager, and who’ll be tasked with helping us to deploy data governance and enable the…
Added 3 days ago
TR
Associate Director, Artificial Intelligence
Thompson Rivers University
Kamloops, BC
- Full-time
…Rivers University. Reporting to the CIO and serving as a key advisor, this role supports TRU's AI and automation…
Added 3 days ago
B
Senior Lead, Site Reliability Engineering (SRE)
BMO
Toronto, ON · SCC
- Full-time
The successful candidate will serve as a senior technical leader and trusted advisor, driving reliability engineering practices, modernization, automation, observability, and operational…
Added 4 days ago
OR
Director, Information Technology and Digital Transformation
OSL Retail Services Inc
Mississauga, ON
- Other
Deliver scalable, integrated solutions that support analytics, reporting, and operational decision-making, in partnership with the Business Intelligence and Data Services teams.
Added 4 days ago
M
Senior Specialist, Organizational Effectiveness
Manulife
Toronto, ON
- Full-time
The Senior Advisor, Strategic Programs & Engagement is a highly visible role supporting strategic priorities across Canada Operations. Reporting to the Transformation Enablement Lead, this…
Added 4 days ago
NB
Senior Advisor, Governance and Strategic Initiatives
National Bank of Canada
Montreal, QC
- Full-time
A career as a Senior Advisor, Governance and Strategic Initiatives within the Governance and Leadership Enablement team at National Bank means acting as a strategic partner to the Senior…
Added 4 days ago
L
Forward Deployed Strategist
Lazer
Remote, Canada
- Full-time
- Remote
…record of owning projects end to end, ideally in a technology, data, or AI practice at an MBB, Big Four, or equivalent firm. Forward-deployed or AI startup experience is a strong…
Added 4 days ago
CS
Head of Marketing & Communications
Cameron Stephens
Toronto, ON
- Full-time
Monitor, analyze, and optimize digital performance using data and analytics tools
Added 4 days ago
SL
AVP Insurance Distribution
Sun Life
Toronto, ON · Waterloo, ON · Sun Life Toronto One York
- Full-time
…leader sets priorities, makes timely decisions, strengthens advisor and firm relationships, builds sales capability and enables sustainable life and health insurance growth anchored in…

BMO

Associate Director, Investment Platform (Contract)

Toronto, ON, Canada
FCP, 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: Oct 16, 2026
Experience: 5+ years of experience leading complex business, investment management, platform, or strategic initiatives from concept through implementation.
Posting language: English
Posted: Oct 2, 2026

Original job description

Application Deadline:

10/15/2026

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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More about this job

Responsibilities

The Associate Director leads strategic investment management and platform initiatives from concept through implementation to deliver measurable business value. They coordinate cross-functional teams and manage project lifecycles while ensuring compliance with regulatory requirements and internal governance frameworks.

Requirements

Candidates must have at least 7 years of experience in investment or wealth management and a post-secondary degree in a relevant field. Strong expertise in project delivery, business transformation, and stakeholder management is required, with professional designations like CFA or CSM considered an asset.

Skills

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

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 Platform
Wealth Management
Strategy & Change
Project Lifecycle
Regulatory Requirements
Business Transformation
Investment Solutions
Portfolio Construction
Advisor Platforms
Governance Frameworks
Vendor Management
Change Management
CFA
CSM
Financial Analysis
Risk Mitigation
Strategic Sourcing
KPIs
Business Case Development
Operational Efficiency
Investment Governance
Client Servicing
Cross-functional Leadership
Executive Reporting
Investment Programs

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