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Added 2 hours ago
WI
Information Security Operations Analyst (Toronto, Canada)
Women in Tech
Toronto, ON
- Full-time
…technology platform (Engine by Starling), alongside a growing portfolio of specialist financial and software…
Added 3 hours ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 5 hours ago
UO
Compensation Analyst
University of Victoria
Victoria, BC
- Full-time
The Compensation Analyst also provides budget administration and financial management support for executive portfolios including the Office of the President, the Office of the…
Added 6 hours ago
MJ
Financial Analyst - Mental Health & Addictions
Manufacturing Job Site
Thunder Bay, ON
- Full-time
Reporting to the Manager – Financial Services, the Financial Analyst – Mental Health & Addictions (MH&A) is responsible for supporting the MH&A portfolio through statistical data analysis,…
Added 10 hours ago
SG
Rating Analyst – Infrastructure & Project Finance Ratings, Toronto or Mexico City
S&P Global
Toronto, ON
- Full-time
Conduct portfolio, credit, and market analysis using large datasets to identify trends, risks, and insights that support rating quality, research, and decision-making
Added 14 hours ago
WG
Accounting Analyst
Walter Group
Westmount, QC
- Full-time
…seasoned financial experts, our teams oversee a substantial portfolio whose assets are managed largely…
Added 14 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 14 hours ago
SG
Rating Analyst – Infrastructure & Project Finance Ratings, Toronto or Mexico City
S&P Global
Toronto, ON
- Full-time
Conduct portfolio, credit, and market analysis using large datasets to identify trends, risks, and insights that support rating quality, research, and decision-making
Added 16 hours ago
T
Modelling / Forecasting Senior Analyst (Quants)
TD
Toronto, ON · Markham, ON
- Full-time
…used for risk, pricing, hedging, and capital evaluation for portfolio of financial products. This also includes validation of decision-making…
Added 20 hours ago
Financial Analyst - Phy. Compensation & Recon
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Vancouver, BC
WELL Health is seeking an experienced Physician Compensation & Reconciliation Analyst to support end-to-end administration, analysis and reconciliation of physician payment cycles across…
Added 23 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…
Added 1 day ago
TL
Freight Receivable Supervisor
Transx Ltd
Rosser, MB
- Full-time
The Freight Receivable Supervisor is a vital leader and analyst within our accounts receivable department, stepping in to support our team and operations wherever needed. Unlike traditional…
Added 1 day ago
GC
Senior Analyst, HRISNew
Glencore Canada
Vancouver, BC
- $108,000 to $127,000 CAD / year
- Full-time
EVR is proud to be part of the Glencore Group, contributing to a global portfolio of operations with a history that dates back more than 100 years in Canada.
Added 1 day ago
CB
Senior Financial Analyst
Canadian Blood Services
ON · Ontario, Canada
- Full-time
Canadian Blood Services is looking for a regular, full-time, Senior Financial Analyst to join our dynamic Financial Planning & Analysis team.
Added 1 day ago
R|
Clinical Trial Financial Control Analyst, Oncology Portfolio
RI-MUHC | Research Institute of the MUHC | #rimuhc
Montreal, QC
- Full-time
We are seeking a Clinical Trial Financial Control Analyst to provide independent financial control and reconciliation for Oncology-sponsored clinical research studies. Reporting within the…
Added 1 day ago
A
Investment Consulting Analyst
Aon
Vancouver, BC
- Full-time
As an Analyst in Investment Consulting your day will be divided between individual client performance reporting and portfolio analytics, and Consultant led special projects on a broad array…
Added 1 day ago
DM
IT Support Analyst II
Discovery Mining Ltd
South Porcupine, ON
- $87,000 to $90,000 CAD / year
- Full-time
Discovery is an Americas-focused precious metals company with a diversified portfolio. Our Mission is to deliver sustainable value for all stakeholders by operating in a safe and…
Added 1 day ago
NB
Senior Analyst Estates advisory
National Bank of Canada
Toronto, ON
- Full-time
A career as a Senior Analyst, Estates advisory in the Risk team at National Bank Independent Network (NBIN) means acting as a specialist in estate administration and advisory services. In…
Added 1 day ago
Quantitative Equity Analyst Intern
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Vancouver, BC
Portfolio Management consists of two functions: Portfolio Construction and Market Implementation.
Added 1 day ago
MF
Senior Portfolio Analyst
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Reporting to the Director, Portfolio Analytics, the Senior Portfolio Analyst will be a key contributor on the team responsible for delivering timely, accurate and scalable portfolio…
Added 1 day ago
CI
Analyst, Early Investor Program (September 2027)
CPP Investments | Investissements RPC
Toronto, ON
- Full-time
Join CPP Investments as an Analyst in our Early Investor Program, a full-time opportunity designed for exceptional new graduates to launch their career at a leading global investment…
Added 1 day ago
B
Associate Director, Investment Platform (Contract)
BMO
Toronto, ON · FCP
- Full-time
Strong understanding of investment products, managed account programs, portfolio construction, advisor platforms, wealth management operations, and regulatory requirements.
Added 1 day ago
DC
Project Controller
Dasro Consulting Inc.
Calgary, AB
- Contract
The Company’s Pipe Integrity Project Controls Group is seeking a Project Controls Analyst to join our team. The successful candidate will be reporting to the Manager, Project Controls Pipe…
Added 1 day ago
QP
Manager, AI Delivery
QuadReal Property Group
Calgary, AB · Vancouver, BC · Toronto, ON
- Full-time
…underneath it. What it needs is a manager who owns delivery of the portfolio end to end, makes the prioritization calls, and raises the technical bar without becoming the…
Added 1 day ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
Under the direction of the designated IT Manager, the Application and Integration Technical Analyst is a technical lead responsible for system architecture, data strategy, and integration…

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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