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MF
Senior manager, Investment Specialist
Mackenzie Financial Corporation
Toronto, ON · Greater Toronto Area, ON
- Other
Mackenzie Investments, founded in 1967, is a key part of IGM's business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.
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AG
Superviseur média
Adelphi Group
Montreal, QC
- Full-time
Added just now
WT
Senior Data Scientist, Banking Data
Wealthsimple Technologies
Remote, Canada
- $151,200 to $189,000 CAD / year
- Full-time
- Remote
The Banking Data Science team powers the product roadmap for Wealthsimple’s retail and business banking offering, ranging from Chequing & Savings accounts, Lending, Money Movement,…
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S
Project Manager
SECURE
Calgary, AB
- Other
You will join a diverse, driven, and innovative team of technology professionals who partner closely with the business and are committed to delivering meaningful solutions. The team values…
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RB
Client Advisor
Royal Bank of Canada
Orangeville, ON
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
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RB
Client Advisor Intern
Royal Bank of Canada
London, ON
- Part-time
…individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver…
Added 15 mins ago
Finance Director
Lakeside Book Company
Toronto, ON · Louiseville, QC
Corporate Finance organization to support consolidated reporting, planning, financial governance, and cross-border business initiatives · Serve as a key finance partner in the cross-border relationship with Lakeside Book U.S
Added 15 mins ago
Finance Director
Lakeside Book Company
Toronto, ON · Louiseville, QC
Corporate Finance organization to support consolidated reporting, planning, financial governance, and cross-border business initiatives · Serve as a key finance partner in the cross-border relationship with Lakeside Book U.S
Added 15 mins ago
P
Business Planning, Analysis & Insights Manager
PwC
Toronto, ON
- Full-time
Act as the strategic finance partner and primary point of contact for Line of Service (LoS) Leadership and Partners, delivering high-impact financial guidance and insight
Added 15 mins ago
TC
Future Opportunities: Product Supply Finance & FP&A
The Clorox Company
ON · Ontario, Canada
- Other
We are continuously building relationships with talented finance professionals who combine strong financial and analytical capabilities with curiosity, a bias for action, and the confidence…
Added 15 mins ago
AC
Senior Corporate Accountant
Arkfield Capital
Toronto, ON
- Full-time
…information packages, reviewing the drafts against the books and partner records, and getting every return and slip out the door on…
Added 15 mins ago
PI
Senior Procurement Manager
PeopleToGo Inc.
Mississauga, ON
- Contract
Partner with Digital, Marketing, IT, Data, Finance, Operations, Legal and Procurement leaders to define project objectives, scope, requirements and deliverables.
Added 30 mins ago
T
Foire TAD du Cégep Limoilou- November 18th 2026 - Future Opportunities - Customer Experience Associate
TD
Quebec, QC · Ste.-Foy, QC
- Part-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 30 mins ago
T
Contact Center Rep II- Bilingual English/ French
TD
Markham, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 30 mins ago
T
Personal Banking Associate
TD
Ottawa, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 30 mins ago
Director, Client Enablement Analytics
BMO
Toronto, ON · FCP
Partner with senior stakeholders to lead requirements gathering, with a focus on delivering desired business outcomes.
Added 30 mins ago
M
Third Party Risk Senior Analyst
Manulife
Toronto, ON
- Full-time
· Partner with business units, Procurement, Contract Owners, and Risk and Control functions.
Added 44 mins ago
CO
Project Manager (Two-Year Term)
Commissionaires Ottawa
Ottawa, ON
- Temporary
…budget, including the implementation of enterprise solutions for finance, workforce management, and HR. You will direct cross-functional teams of internal specialists, business subject…
Added 44 mins ago
Senior Manager, Strategic Sourcing Capital Markets & Wealth Systems
Scotiabank
Toronto, ON
You'll partner with Technology, Risk, Legal, Finance, and senior business leaders to unlock enterprise value across SaaS, cloud & hyperscalers, infrastructure, software, networks. This is a…
Added 44 mins ago
Manager, Strategic Sourcing Capital Markets & Wealth Systems
Scotiabank
Toronto, ON
You'll partner with Technology, Risk, Legal, Finance, and senior business leaders to unlock enterprise value across SaaS, cloud & hyperscalers, infrastructure, software, networks. This is a…
Added 44 mins ago
Senior Manager, Third Party Risk Management - Subject Matter Expert
Scotiabank
Toronto, ON
Partner with control functions and business stakeholders to resolve assessment challenges, clarify accountabilities, and support timely completion of risk activities.
Added 59 mins ago
RB
Financial Planner
Royal Bank of Canada
Calgary, AB
- Full-time
· Cultivate relationships with service partners and local markets to optimize business opportunities and referrals
Added 59 mins ago
RB
Assistant Branch Manager
Royal Bank of Canada
Port Coquitlam, BC
- Full-time
· Partner with your manager to ensure operational effectiveness of the branch and maximize the performance of the team
Added 59 mins ago
RB
Associate Portfolio Manager, Asset Allocation
Royal Bank of Canada
Toronto, ON
- Full-time
Partner with Product, Pricing, ALM, Actuarial, and Finance to assess new products through asset sourcing, portfolio construction, and investment assumptions
Added 59 mins ago
RB
Financial Advisor
Royal Bank of Canada
Barrie, ON · Innisfil, ON
- Full-time
Use your own advice capabilities, and those of the right partner in the RBC ecosystem to meet our clients entire suite of financial needs, both personal and business

Director, Client Enablement Analytics

Toronto, ON, Canada
FCP, Canada

The salary range for this role is $150,000 up to $170,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

Apply on bmo.wd3.myworkdayjobs.com About employer

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Job details

Pay: The salary range for this role is $150,000 up to $170,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)
Apply by: Jan 31, 2027
Posting language: English
Posted: Nov 13, 2026

Original job description

Application Deadline:

01/30/2027

Address:

100 King Street West

Job Family Group:

Capital Mrkts Sales & Service

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around the world. #bmocapitalmarkets

Mandate:

We are looking for an individual who has built out a metrics and reporting program for a client onboarding function that enabled removing bottlenecks and unlocking revenue.

The Client Enablement team is responsible for onboarding new clients and enabling them to successfully transact quickly and accurately, with high-touch service both internally and externally. The Client onboarding process encompasses Intake, Regulatory/Jurisdictional/Product Approval Compliance, Trade Reporting Compliance, Credit Line Setup, Legal Agreement (e.g. ISDA) Negotiation, Account Opening, and Electronic Setups. The group fulfills key governance requirements and plays a central role in how quickly and effectively clients are onboarded and enabled to transact with BMO Capital Markets.

Reporting to the Managing Director & Head of Client Onboarding, Client Tax Governance, and Client Operations, the Director is a senior leader who will build and lead the onboarding analytics and reporting agenda for Capital Markets, bringing a proven track record of turning operational data into commercial insight in this space. The role links client onboarding and client enablement processes to revenue, connecting onboarding milestones such as KYC, legal documentation, credit, and account set-up to client activation and revenue outcomes, and delivers the insights needed to speed up and improve the end-to-end client experience. The role will also report on selected cross sell analytics. The Data and Analytics team aggregates data from across Capital Markets systems into outcome-driven visualizations and reporting that drive insights, enable day-to-day evidence-based decision making, and support targeting for increased revenue generation.

This role will:

Working with senior leadership, set the vision and roadmap for onboarding and client enablement analytics, defining the metrics, KPIs, and reporting that matter most to senior business and operations leaders.
Provide hands-on leadership of a small team as people manager while building reports.
Link onboarding and client enablement processes to revenue, quantifying the commercial impact of cycle time, bottlenecks, and backlog on client activation and revenue realization.
Deliver insights that accelerate onboarding, reduce friction for clients and Front Office partners, and prioritize process, data, and technology improvements.
Lead stakeholder engagement with senior leaders across Front Office, Operations, AML/KYC, Legal, and Technology, translating business questions into automated reporting and data visualizations.
Provide data analytics, data governance, and data tools and technology leadership that will support Capital Markets, Client Enablement, and strategic transformation initiatives.

Key Accountabilities:

Lead the onboarding analytics and reporting strategy, establishing an end-to-end view of the client onboarding and client enablement lifecycle from client request through account activation.
Build and maintain an onboarding-to-revenue framework that links onboarding milestones (KYC, legal documentation, credit, and new accounts) to client activation, trading activity, and revenue.
Define, capture, measure, and report KPIs and SLAs (e.g., cycle time, aging, backlog, throughput, and first-time-right) that support defined business objectives.
Deliver executive-ready dashboards and data visualizations that provide actionable insights to senior business partners and governance forums.
Use data to identify bottlenecks, root causes, and improvement opportunities, and recommend solutions that speed up and improve onboarding and the client experience.
Partner with senior stakeholders to lead requirements gathering, with a focus on delivering desired business outcomes.
Provide subject matter and technical leadership in data profiling and analysis that supports Client Data Strategy and enterprise initiatives.
Champion data governance so that data is fit for purpose and meets business, usability, and data quality requirements and standards.
Drive the maturation of operational process efficiencies using automation, AI, and technology.
Mentor and develop analytics talent, fostering a culture of curiosity, accountability, and continuous improvement.
Ensure adherence to BMO privacy and confidentiality requirements (legal, compliance and operational risk).

Authorities:

Accountable for the onboarding analytics and reporting roadmap, including prioritization of reporting and insight requests.
Accountable for defining and governing onboarding KPIs, metric definitions, and the onboarding-to-revenue methodology.
Responsible for providing insightful data visualizations and executive reporting.
Responsible for BAU oversight; ensuring reports are built and breaks/issues with existing reports and/or processes are addressed in a timely manner.
Make recommendations on, and lead implementation of, process automations and improvements.

Scope & Impact:

This role has direct or indirect impact on the following:

Client Onboarding
AML/KYC
New Accounts
Legal
Tax Operations
Front Office groups

Client Enablement and client experience
Data Governance

Cross Functional Relationships:

Lines of business in Capital Markets (Global Markets and I&CB)

Front Office coverage and sales leadership; Business Management and Finance (revenue and client activity data)

Capital Markets Client Static Data, Client Onboarding, KYC/AML

Operations: Middle and Back Office teams

Corporate Support: Compliance, Legal, Technology

Knowledge & Skills:

Knowledge:

Completion of an applicable university degree and/or relevant professional designation is required.
10+ years of data, analytics, and reporting experience within the financial services industry, including progressive leadership responsibility (Data Visualization, Data Analysis & Profiling, Reference & Master Data).
Proven track record of building analytics and reporting capabilities that link operational processes to revenue and business outcomes.
Strong understanding of Capital Markets client onboarding, KYC/AML, legal documentation, credit, and account set-up processes.
Experience leading business process automation and transformation initiatives.
Solid understanding of data management practices (data visualization, data analysis, data profiling, matching, cleansing, mastering, and exception management).

Skills:

Proven ability to translate complex data into clear, executive-ready insights and recommendations that drive decisions.
Strong stakeholder management and influencing skills with senior leaders across business lines.
Experience with analyzing and manipulating data sets using data analytics tools and technologies.
Experience applying AI tools (e.g., Copilot) to analytics and reporting.
Experience using a variety of reporting and analytics tools (e.g., Power BI, DAX, M, Python, Splunk, Dataiku, Databases)
Excellent communication skills – written and verbal, including presenting to senior executives.
Ability to maintain strong attention to detail while meeting deadlines.
Collaborative leader who demonstrates initiative, is proactive, and client-focused.
Strong troubleshooting, analysis and problem-solving skills.
Proven ability to collaborate and build strong relationships with colleagues across business lines.

Working Conditions:

This role operates within an office environment with minimal exposure to discomfort or risk of ill health.

Fast paced and dynamic – work to deadlines.

Manage multiple tasks and work streams concurrently.

Salary:

The salary range for this role is $150,000 up to $170,000 CAD (subject to the candidate meeting the specific skills, experience, education, and qualification requirements)

Salary:

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 on bmo.wd3.myworkdayjobs.com About employer

More about this job

Responsibilities

The Director will lead the onboarding analytics and reporting strategy to link operational processes with revenue outcomes. They are responsible for building executive-ready dashboards, defining KPIs, and driving process improvements through automation and data-driven insights.

Requirements

Candidates must have 10+ years of experience in data, analytics, and reporting within the financial services industry. A university degree is required, along with strong expertise in Capital Markets client onboarding processes and data management practices.

Skills

Data analytics
Reporting
Capital markets
Client onboarding
KYC/AML
Data visualization
Stakeholder management
Process automation
Data governance
Power BI
Python
DAX
Data profiling
Strategic planning
Leadership

Benefits

Health insurance
Tuition reimbursement
Accident and life insurance
Retirement savings plans
Performance-based incentives
Discretionary bonuses

Visa sponsorship

Not detected in the job text

Keywords

Data analytics
Reporting
Capital markets
Client onboarding
KYC
AML
Data visualization
Power BI
Python
DAX
Data governance
Process automation
AI
Copilot
Data profiling
Master data
Reference data
KPIs
SLAs
Investment banking
Treasury management
Strategic transformation
Stakeholder engagement
Dataiku
Splunk
Business intelligence
Operational efficiency
Revenue generation
Financial services
Management

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