BMO Financial Group Senior Operations Support Analyst in Ontario, Canada


The role requires supporting and partnering with BMO Private Banking (BPB) & Private Client Division (PCD) Headquarters (HQ), and various functional partners and their Leadership Teams to successfully identify, innovate, and execute transformational new business development opportunities (mandatory due to regulatory change or discretionary due to business process improvement).

The individual will provide initiative leadership to cross functional teams and effectively utilize change management techniques to plan, organize, and execute solutions and initiatives while meeting or exceeding timelines. Moreover, this role will support and execute change management activities and associated communication programs.

The individual will have an analytical mindset and will look to data to define a problem and recommend solutions to improve the situation. In addition, the individual needs to be comfortable working with various tools, systems and processes, must be detail-oriented, and have passion for change. Finally, the individual will need to have exceptional communication skills, so that they can help articulate voice of the customer, the needs of the business, effectively facilitate meetings, follow-up with action items and ensure all appropriate stakeholders are informed of the progress reports in a timely manner.

NOTE: We are hiring for 2 - 1 year temporary contracts


  • Lead the successful implementation of BPB & PCD Business Solutions and Service Delivery projects, and various projects involving different business partners , providing consultative advice to project teams to ensure that design and planning are appropriately customized where necessary to meet the unique business needs

  • Provide information and advice to BPB & PCD HQ and partners to ensure their understanding of the BPB & PCD Branch process and practice and the uniqueness of their business requirements, and contributing to the identification and sharing of best practices related to project planning and implementation

  • Manage the effective planning, implementation, evaluation and sustainment of BPB & PCD Business Solutions and Service Delivery specific initiatives to ensure the achievement of anticipated benefits, using standard project and change management methodology

  • Integrate data analysis and feedback channels into the evaluation, prioritization, development, and monitoring of improvement initiatives


  • The impact of this role will be supporting BPB & PCD HQ’s revenue and efficiency goals through successful implementation of projects that will make it easier for BPB & PCD’s clients to meet their business needs through the services provided by our employees

  • Monitor the project sustainment plan, which would ensure that project benefits are realized, and facilitate the process of implementing this plan within all impacted areas


  • Ensures project issues and risks are identified, quantified, managed and tracked. Uses past experience to proactively "anticipate" risk and develop appropriate mitigation strategies and plans.

  • Ensures risks, assumptions and constraints are appropriately communicated and escalated when necessary

  • Maximize the quality and relevance of BPB & PCD Business Solutions and Service Delivery’s employees’ input into project design and planning, while effectively minimizing disruption to the business

Change and Control

  • Execute the change management activities of the project by carefully and holistically managing, monitoring and reporting on the impact to the business and employees

  • Enhance understanding and adoption of desired outcomes of change initiatives within BPB & PCD Branches and HQ, communicating project information and preparing and disseminating learning materials where necessary

  • Monitors and controls the project.

  • Proposes recommendations and adjustments to the overall Accountable Leader, as applicable, and publishes periodic project status reports

  • Ensures the mechanisms of change management (plans, processes, tools) are in place and effectively executed on all projects



  • Post-secondary education and 2-3 years of relevant experience Operational Process Change management and liaison in the financial services industry;

  • Canadian Securities Course (strongly preferred) or other industry certification

  • Good knowledge and understanding of the retail investment industry and practices

  • Strong understanding of Canadian securities regulations and their application to the business


  • Exceptional ability to identify risk and/or gaps and employ appropriate procedures to mitigate regulatory, reputation and financial risk to the firm

  • Ability to adopt a risk-based approach in making decisions or recommendations to implement practical policies and procedures

  • Exceptional ability to remain detail-oriented, productive and take initiative in a fast-paced environment

  • Strong written and oral communication skills

  • Exceptional negotiation, change management and relationship management skills

  • Ability to work with various stakeholders at different levels in multiple groups across the enterprise

  • Ability to translate technology issues into business terminology and visa-versa

  • Solid problem-solving, critical and creative-thinking skills

  • Pulls together ideas, issues and observations into a clear and useful presentation. Organizes information to make content or concept clearer, distilling meaningful business implications. Integrates data into a structure of useful and presentable information Superior client service skills

We’re here to help

At BMO we have a shared purpose; we put the customer at the centre of everything we do – helping people is in our DNA. For 200 years we have thought about the future—the future of our customers, our communities and our people. We help our customers and our communities by working together, innovating and pushing boundaries to bring them our very best every day. Together we’re changing the way people think about a bank.

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

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.

Job Field:

Wealth Management

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