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Added 30 mins ago
GC
AI Engineer
GEI Consultants, Inc.
Markham, ON
- $110,000 to $150,000 CAD / year
- Full-time
Maintain and optimize Power BI dashboards that support AI-enabled workflows and insights.
Added 3 hours ago
PC
Transaction Services Manager - Financial Services (Bilingual FR/EN)
PwC Canada
Toronto, ON
- Full-time
Data analytics experience, using tools such as Alteryx, Power BI and Tableau (desirable)
Added 5 hours ago
W
Data Analyst, Reporting
Wiraa
Canada
- Full-time
Working knowledge of SQL and Power Query in Excel
Added 6 hours ago
SC
Supply Chain Intern
Savaria Corporation
Brampton, ON
- Up to $23.5 CAD / hour
- Temporary
Develop and maintain an end-to-end Supply Chain Control Tower dashboard using tools such as Power BI and Excel to provide real-time visibility into key supply chain metrics.
Added 7 hours ago
TC
Data Scientist
Tech Consulting
Vancouver, BC
- $30 to $35 USD / hour
- Full-time
Exposure to data visualization tools such as Matplotlib, Seaborn, Tableau, or Power BI.
Added 9 hours ago
K
Senior Manager, Transaction Services
KPMG
Vancouver, BC
- Full-time
Experience working with private equity investors, corporate development teams or in another transaction-focused role is an asset. Experience with financial modelling, Power BI or simi
Added 10 hours ago
B
AI Specialist
BrainFinance
Montreal, QC
- Full-time
Develop dashboards and performance metrics (Power BI is considered an asset);
Added 10 hours ago
LM
Senior Accountant
LifeSavvy Media
Montreal, QC
- Full-time
Experience with financial reporting tools (Power BI, etc.) is an asset
Added 10 hours ago
CO
Application & Integration Technical Analyst
City of Saint John
Saint John, NB
- Full-time
BI/Reporting platforms: Power BI, Tableau, Looker, SSRS, Cognos, Crystal Reports
Added 12 hours ago
M
Senior Data Analyst I, Product
Mistplay
Toronto, ON
- Full-time
Added 12 hours ago
AI
Manager, Performance Analytics & Insights
Ainsworth Inc
Mississauga, ON
- Full-time
…team while driving reporting strategy, analytics governance, Power BI platform standards, roadmap development, and performance measurement frameworks that support business…
Added 12 hours ago
AI
Data Analyst (Contract, 6 months)
Ainsworth Inc
Mississauga, ON
- Full-time
Proficiency with Microsoft Excel, SQL, Power BI, Tableau, or similar analytics tools.
Added 14 hours ago
SM
Power Builder Developer - 29954-RFR-DTS-074
S M Software Solutions Inc
Winnipeg, MB
- Contract
We are seeking an experienced PowerBuilder Developer to work with one of our Public Sector clients located at 215 Garry Street, Winnipeg, Manitoba. The successful candidate will be…
Added 14 hours ago
SM
Power Builder Developer - 29954-RFR-DTS-074
S M Software Solutions Inc
Winnipeg, MB
- Contract
We are seeking an experienced PowerBuilder Developer to work with one of our Public Sector clients located at 215 Garry Street, Winnipeg, Manitoba. The successful candidate will be…
Added 14 hours ago
SM
Power Builder Developer - 29954-RFR-DTS-074
S M Software Solutions Inc
Winnipeg, MB
- Contract
We are seeking an experienced PowerBuilder Developer to work with one of our Public Sector clients located at 215 Garry Street, Winnipeg, Manitoba. The successful candidate will be…
Added 14 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate, Azure services, Azure Attachment Storage, C# plugin development, and…
Added 14 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate, Azure services, Azure Attachment Storage, C# plugin development, and…
Added 14 hours ago
SM
RQ11431 - Specialized IT Consultant – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
…experience in Microsoft Dynamics 365 CRM, Model-Driven Apps (MDA), Power Pages Portal development, Power Automate, Azure services, Azure Attachment Storage, C# plugin development, and…
Added 14 hours ago
SM
RQ11635 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – ETL with strong experience in data warehousing, business intelligence, reporting, ETL development, Oracle SQL/PL/SQL, Informatica, Crystal…
Added 14 hours ago
SM
RQ11635 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – ETL with strong experience in data warehousing, business intelligence, reporting, ETL development, Oracle SQL/PL/SQL, Informatica, Crystal…
Added 14 hours ago
SM
RQ11635 – Software Developer – ETL – Senior
S M Software Solutions Inc
Toronto, ON
- Internship
We are seeking a Senior Software Developer – ETL with strong experience in data warehousing, business intelligence, reporting, ETL development, Oracle SQL/PL/SQL, Informatica, Crystal…
Added 15 hours ago
EP
Technical Sales Representative - Laval
East Penn Canada: Backup Power Division
Montreal, QC
- Full-time
…sales team supports customers across transportation, motive power, backup power, and consumer markets, creating ongoing demand and long‑term account relationships. We support our sales…
Added 16 hours ago
NP
Director, New Business Dev - Garage Doors
NewAge Products Inc
Canada
- $130,000 to $190,000 CAD / year
- Full-time
Proficiency in data analysis using tools such as Excel, Tableau, Power BI or similar.
Added 17 hours ago
A
Cost Controller
AtkinsRéalis
Mississauga, ON
- Full-time
Proficient in MS office suite of software, especially in Microsoft Word, Excel, Power Query and Power BI.
Added 17 hours ago
C
Analyst, Sales and Marketing (French Services) (Hybrid/Telework)
CBC/Radio-Canada
Montreal, QC
- Full-time
You will design, develop, and optimize dynamic reports and dashboards using IBM Cognos Analytics and Power BI Desktop. Using the Cognos Analytics environment, you will handle the…

BMO

Director, Investment Product Platform

Toronto, ON, Canada
FCP, Canada

$110,250.00 - $160,250.00 · Full-time

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Applications open in a new tab.

Job details

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

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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