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Added 7 mins ago
Field Studies and Internship Officer
McGill University
Montreal, QC
Full-time
…Study Semesters as well as the Science Internship Program as part of program oversight. The Officer oversees undergraduate funding, Enriched Educational Opportunities (EEO), Declaration…
Added 7 mins ago
Access Services Advisor
McGill University
Sherbrooke, QC
Full-time
Under the supervision of the Associate Director, Advising and Learning Supports, the Access Services Advisor serves as a primary point of contact for students with disabilities experiencing…
Added 20 mins ago
Research Coordinator, Surgery
University of Calgary
Calgary, AB
Full-time
The Department of Surgery in the Cumming School of Medicine invites applications for a Research Coordinator. This Full-time Fixed Term position is for approximately 1 year (based on length…
Added 21 mins ago
Health, Safety & Environment Advisor
Black & McDonald Limited
Pickering, ON
Full-time
The Health, Safety, Environment Advisor is responsible for the implementation, administration and maintenance of the Black & McDonald Health, Safety/Environment programs within the Region.…
Added 21 mins ago
In-Store Credit Sales Advisor- Mississauga
Kognitive Sales Solutions
Mississauga, ON
Part-time
Permanent full-time or part-time positions so we can build careers, not just jobs
Added 21 mins ago
Senior Manager, Sales Effectiveness
BMO
Toronto, ON · BMOPLACE
Full-time
…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…
Added 21 mins ago
Bilingual Talent Acquisition Advisor (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 21 mins ago
Senior Talent Acquisition Advisor (12 Month Contract)
The Canada Life Assurance Company
Winnipeg, MB · London, ON · Toronto, ON · Montreal, QC
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 21 mins ago
Mail Clerk
Recrute Action
Halifax, NS
Contract
Manage outgoing advisor mail accurately and efficiently.
Added 21 mins ago
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 37 mins ago
Vice President & Managing Director Canada
HP
Mississauga, ON
Full-time
…other major organizational functions both across Canada and as part of the North American market. Responsible for one or more recognized professional disciplines. Fully accountable for the…
Added 37 mins ago
People Health Accommodation Advisor
Vancouver Coastal Health
Vancouver, BC
$46.39 to $66.68 CAD / hour
Full-time
Come work as a People Health Accommodation Advisor with Vancouver Coastal Health (VCH)!
Added 51 mins ago
Bilingual Talent Acquisition Advisor (12 Month Contract)
Canada Life
London, ON
Full-time
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 51 mins ago
Senior Talent Acquisition Advisor (12 Month Contract)
Canada Life
London, ON
Full-time
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 51 mins ago
Senior Talent Acquisition Advisor (12 Month Contract)
Canada Life
Toronto, ON
Full-time
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 51 mins ago
Senior Talent Acquisition Advisor (12 Month Contract)
Canada Life
Winnipeg, MB
Full-time
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 51 mins ago
Bilingual Talent Acquisition Advisor (12 Month Contract)
Canada Life
Winnipeg, MB
Full-time
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 51 mins ago
Senior Talent Acquisition Advisor (12 Month Contract)
Canada Life
Montreal, QC
Full-time
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 51 mins ago
Bilingual Talent Acquisition Advisor (12 Month Contract)
Canada Life
Montreal, QC
Full-time
We’re committed to supporting our employees through every stage of their career. Here’s what you can expect as a full-time or part-time permanent team member:
Added 1 hour ago
Senior Service Designer
Aviso Wealth
Remote, Canada
$95,000 to $105,000 CAD / year
Full-time · Remote
Serve as a role model and advisor, elevating customer centricity, inclusive design and design maturity across the organization
Added 1 hour ago
Investment Associate, Private Wealth
BMO
Markham, ON · UPMA
Full-time
…with the strength and stability of BMO Financial Group. As part of BMO Private Wealth, BMO Nesbitt Burns professionals operate within a collaborative, team based wealth management model…
Added 1 hour ago
Parts Advisor
Steele Auto Group
Kentville, NS
Full-time
We believe in rewarding hard work and supporting every part of your journey. That is why our Total Rewards package is built to help you thrive, physically, financially, and emotionally.…
Added 1 hour ago
Installateur en Système Sécurité CCQ (Compagnon/Apprenti) - Montréal
Siemens
Montreal, QC
…the ground to resolve any technical issues. You are a trusted advisor, a strong team player, and someone who gets things done. The word “unsolvable” is not part of your vocabulary - you see…
Added 1 hour ago
Senior Service Designer
Aviso
Toronto, ON
$95,000 to $105,000 CAD / year
Full-time
Serve as a role model and advisor, elevating customer centricity, inclusive design and design maturity across the organization
Added 1 hour ago
Senior Account Executive - Public Sector
Nakisa
Ottawa, ON
Full-time
How Nakisa sells to government is not fully written yet. You will write a meaningful part of it, and you will carry the number while you do.

BMO

Director, Investment Product Platform

Toronto, ON, Canada
FCP, Canada

Pay: $110,250.00 - $160,250.00
Job type: Full-time
Apply by: Oct 14, 2026
Experience: Typically 7+ years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
Posting language: English
Posted: Sep 29, 2026

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Original job description

Application Deadline:

10/13/2026

Address:

100 King Street West

Job Family Group:

Customer Solutions

Defines and implements the product development, sales, and marketing strategy for an Investment product or product portfolio, with P&L (profit and loss) accountability. Conducts market research, forecasting, pricing, and competitive analysis. Innovates to develop new products and enhancements to existing ones to improve the customer experience. Collaborates with internal partners across the organization to take products to market, and manages all risks associated with products to ensure compliance, including risk reporting.

Makes recommendations to senior leaders on strategy, product priorities, platform enhancements, pricing approaches, and new initiatives based on an in-depth understanding of the business, market dynamics, client needs, and competitive landscape.
Defines and implements product, investment platform, and managed accounts strategy for an individual product or product portfolio. Drives business case development, roadmap planning, and product lifecycle management by identifying business needs, evaluating options, assessing return on investment, and securing project and budget approval.
Oversees the development of business analytics and insights including portfolio profitability tracking, customer analytics, revenue forecasts, operational metrics, trend analysis, predictive modelling, and financial performance measurement to support strategic decision making.
Conducts complex market research, competitive intelligence, pricing analysis, revenue modelling, and business analysis. Develops frameworks for evaluating business challenges, defining research approaches, and identifying opportunities to improve growth, profitability, advisor experience, and client outcomes.
Leads pricing and fee architecture initiatives, including development of pricing models, relationship and household pricing frameworks, fee administration approaches, fee calculation methodologies, billing engine requirements, and assessment of advisor compensation impacts.
Acts as the prime subject matter expert for internal and external stakeholders on managed products, investment platforms, advisory programs, relevant regulations, policies, governance requirements, and industry best practices.
Leads large-scale change management initiatives and managed program enhancements, including readiness assessments, business impact analysis, planning, stakeholder management, delivery team coordination, execution, evaluation, and sustainment activities.
Leads the development and execution of communication strategies that support change initiatives, influence behaviours, drive adoption, and ensure alignment across stakeholder groups. Collaborates across BMO to ensure consistency of messaging and successful implementation of strategic initiatives.
Leads operational process design and continuous improvement initiatives focused on improving operational efficiency, standardizing and optimizing workflows, reducing manual processes, enhancing advisor and client experiences, improving service models, and addressing onboarding and processing challenges through root-cause analysis.
Identifies existing and emerging risks and develops governance frameworks, policy and control structures, risk management processes, and monitoring practices to ensure products, platforms, and business practices are appropriately governed and withstand scrutiny from Risk and Compliance stakeholders.
Develops and maintains directives, policies, standards, and supporting documentation for products, platforms, and advisory programs. Conducts risk/reward analyses and supports governance activities associated with strategic initiatives and product enhancements.
Optimizes the financial performance, scalability, and client value of the product portfolio while continuously identifying opportunities to enhance business effectiveness and the customer experience.
Works closely with internal stakeholders to develop materials, training, implementation plans, and adoption strategies for new products, platforms, and program enhancements. May support the sales team with client presentations, strategic opportunities, and development of client-specific solutions.
Develops and maintains relationships with internal partners, external vendors, and industry participants to identify emerging trends, competitive insights, and opportunities for innovation.
Facilitates discussions across diverse stakeholder groups, aligns priorities, obtains buy-in, negotiates competing interests, and influences decision making to advance strategic business objectives.
Applies expertise, sound judgment, and creative problem-solving to address unique, complex, and often ambiguous business challenges.
Take measured risks while protecting the bank by applying our Risk Management Framework in accordance with approved risk appetite, policies, procedures, standards, and regulatory requirements.

Qualifications:

Typically 7+ years of relevant experience and a post-secondary degree in a related field of study or an equivalent combination of education and experience.
Completion of relevant investment certifications or designations (e.g., CIM, CFA, MBA, or comparable industry credential).
Experience owning investment products, managed account programs, advisory platforms, investment platforms, or portfolio solutions.
Proven ability to define product strategy, develop business cases, and execute strategic roadmaps.
Strong understanding of managed accounts, SMA programs, investment products, advisory platforms, fee-based wealth programs, and unified wealth platforms.
Experience leading complex business, operational, and technology transformation initiatives.
Experience balancing advisor, client, operational, regulatory, and business requirements when designing solutions and implementing change.
Knowledge of pricing and fee architecture, including pricing frameworks, fee administration processes, fee calculation methodologies, advisor compensation models, and revenue modelling.
Experience with wealth technology platforms and translating business requirements into scalable platform capabilities and solutions.
Knowledge of Canadian wealth management regulatory requirements, governance frameworks, risk management practices, and policy development.
Strong analytical, financial modelling, problem-solving, and data-driven decision-making skills.
Exceptional communication, stakeholder management, influencing, and relationship-building skills, with the ability to align priorities and obtain buy-in across diverse stakeholder groups.
Demonstrated ability to manage ambiguity, exercise sound judgment, and navigate complex business challenges.
Knowledge of Microsoft Office Suite, including Excel, PowerPoint, Power BI, Copilot, and emerging AI-enabled productivity tools.

This job posting is for a current vacancy.

Salary:

$110,250.00 - $160,250.00

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 Director defines and implements product, investment platform, and managed accounts strategy while maintaining P&L accountability for the portfolio. They lead cross-functional teams to drive product development, pricing initiatives, and operational improvements while ensuring compliance with regulatory requirements.

Requirements

Candidates must have at least 7 years of relevant experience in investment products or advisory platforms and hold a post-secondary degree. Professional designations such as CIM, CFA, or an MBA are preferred to demonstrate expertise in wealth management and financial strategy.

Skills

Investment product strategy
P&L accountability
Market research
Product lifecycle management
Business case development
Financial modelling
Pricing architecture
Change management
Risk management
Governance frameworks
Stakeholder management
Data-driven decision making
Wealth management
Regulatory compliance
Strategic planning
Operational process design

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 Product Platform
Wealth Management
Managed Accounts
SMA Programs
Product Strategy
P&L Accountability
Financial Modelling
Pricing Models
Risk Management Framework
Governance
Change Management
Business Analytics
Revenue Modelling
Advisory Platforms
Unified Wealth Platforms
Regulatory Requirements
Operational Efficiency
Market Research
Competitive Intelligence
Microsoft Office Suite
Excel
PowerPoint
Power BI
Copilot
AI-enabled tools
CIM
CFA
MBA
Portfolio Solutions
Strategic Roadmaps

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