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Added 13 mins ago
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BMO

Senior Director, Business Transformation, Trust Co.

Toronto, ON, Canada
FCP, Canada

$120,000.00 - $215,000.00 · Full-time

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Job details

Pay: $120,000.00 - $215,000.00
Job type: Full-time
Apply by: Nov 27, 2026
Experience: 9+ years of relevant experience in related field is required.
Posting language: English
Posted: Nov 5, 2026

Original job description

Application Deadline:

11/26/2026

Address:

100 King Street West

Job Family Group:

Wealth Sales & Service

BMO Trust Company is a leading provider of trust, estate, fiduciary, and wealth administration services, supporting high-net-worth and ultra-high-net-worth individuals, families, and business owners across Canada. As part of BMO Private Wealth, BMO Trust works closely with Wealth Planning, Investment Management, Private Banking, and Trust & Estate professionals to deliver integrated solutions that help clients preserve, grow, and transfer wealth across generations.

The Senior Director, Business Transformation, Trust Co., leads the Trust Company's strategic growth, innovation, and transformation agenda. Responsible for identifying and executing initiatives that enhance client experience, drive business growth, and ensure the Trust Company remains aligned with evolving client needs, market opportunities, and Private Wealth priorities.

Fosters a culture aligned to BMO purpose, values and strategy and role models BMO values and behaviors in all that they do.
Ensures alignment between values and behavior that fosters diversity and inclusion.
Regularly connects work to BMO’s purpose, sets inspirational goals, defines clear expected outcomes, and ensures clear accountability for follow through.
Builds interdependent teams that collaborate across functional and operating groups to create the highest value for all stakeholders.
Attracts, retains, and enables the career development of top talent.
Improves team performance, recognizes and rewards performance, coaches employees, supports their development, and manages poor performance.
Monitors performance results at the national, market and sales-Trust professional level..
Identifies opportunities to grow business
Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic initiatives.
Develops an expert understanding of business/group challenges.
Networks with industry contacts to gather competitive insights and best practices.
Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution.
Manages resources and leads the execution of strategic initiatives to deliver on business, technology and financial goals.
Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards.
Designs and produces regular and ad-hoc reports, financial reports and dashboards.
Leads change management programs of varying scope and type, including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Leads the development and execution of the BMO Trust Company (internal and external) communications strategy, creating clear, impactful messaging that supports business objectives, strengthens employee and stakeholder engagement, and positively influences behaviors.
Leads / participates in the management of governance meetings including Board reporting and maintenance of governing body mandates, oversight and approval guidelines.
Leads/participates in the design, implementation and management of core business/group processes and technology investments
Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials.
Operates at a group/enterprise-wide level and serves as a senior specialist resource across BMO.
Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to multiple, interdependent, complex problems.
Fosters strong internal and external networks and works with and across multiple teams to achieve business objectives.
Take measured risks while protecting the bank by applying our Risk Management Framework in the execution of your role, in line with our Risk Culture and within our approved Risk Appetite while making sound and risk informed decisions that align to business strategy. protect assets, and adhere to applicable policy documents (Frameworks, Policies, Standards, Procedures and Supporting documents), laws and regulations.

Qualifications:

9+ years of relevant experience in related field is required.
Professional Certifications and/or Advanced Degrees preferred: TEP.
Completion of the CFA, MBA, CA or LLB is an asset
Expert knowledge and technical proficiency related to private wealth management strategies, issues and trends
Broad and diverse background in financial service industry and expert knowledge of the banking services for the high net worth (HNW) markets
Expert knowledge of all applicable compliance and industry regulations.
Seasoned expert with extensive industry knowledge.
Technical leader viewed as a thought leader for innovation.
Verbal & written communication skills - Expert.
Analytical and problem solving skills - Expert.
Influence skills - Expert.
Collaboration & team skills; with a focus on cross-group collaboration - Expert.
Able to manage ambiguity.
Data driven decision making - Expert.

Salary:

$120,000.00 - $215,000.00

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 Senior Director leads the Trust Company's strategic growth, innovation, and transformation agenda to enhance client experience and business performance. They are responsible for managing strategic initiatives, overseeing governance, and fostering a collaborative culture across functional teams.

Requirements

Candidates must have 9+ years of relevant experience and expert knowledge in private wealth management and industry regulations. Professional certifications such as TEP, CFA, MBA, CA, or LLB are considered strong assets for this role.

Skills

Business transformation
Strategic planning
Wealth management
Change management
Data analysis
Financial reporting
Risk management
Leadership
Communication
Problem solving
Stakeholder management
Governance
Innovation
Team development
Regulatory compliance

Benefits

Health insurance
Tuition reimbursement
Accident insurance
Life insurance
Retirement savings plans

Visa sponsorship

Not detected in the job text

Keywords

Business Transformation
Wealth Management
Trust Services
Strategic Execution
Change Management
Risk Management Framework
Data Governance
Financial Reporting
TEP
CFA
MBA
CA
LLB
High-Net-Worth
Stakeholder Engagement
Regulatory Compliance
Strategic Roadmap
Innovation
Leadership
Performance Management
Business Growth
Client Experience
Private Wealth
Governance
Communication Strategy

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