Application Deadline: 04/30/2026 Address: 250 Yonge Street Job Family Group: Wealth Sales & Service Leads and develops a high-performing team by setting clear expectations, coaching, and providing regular feedback. Manages resourcing, workload planning, and performance to ensure service standards and business objectives are met. Conducts performance and development discussions, addresses performance or conduct issues as required, and fosters an inclusive, collaborative, and accountable team environment aligned with BMO values and risk culture. Identifies, assesses, and acts on opportunities to strengthen and expand business relationships. Serves as a first point of escalation for distributors and brokers complaints, independently managing and resolving complex inquiries related to insurance products and services. Develops recommendations and solutions grounded in a strong understanding of business strategy, operational priorities, and stakeholder needs. Provides advice and guidance to assigned business groups on the implementation of solutions and initiatives. Contributes to defining business priorities and sequencing activities to support execution of business strategies. Conducts independent analysis and assessment to resolve complex operational and strategic issues. Builds and maintains effective relationships with internal and external stakeholders to ensure alignment and successful outcomes. Decomposes complex problems, analyzes data and information, and delivers actionable insights and recommendations. Reviews operational performance data to identify trends and recommend process or service improvements. Leads or participates in change management initiatives of varying scope, including readiness assessments, planning, stakeholder engagement, execution, evaluation, and sustainment. Leads or contributes to the development of communication strategies designed to support change, influence behaviours, and ensure consistent messaging across stakeholders and distribution channels. Oversees and manages unit workflows to ensure service commitments are met within established service standards. Acts as a subject matter expert on technical, product, and process matters to support business effectiveness and client satisfaction. Ensures operations are conducted in compliance with regulatory requirements and internal policies. Defines, implements, and maintains operating procedures to meet compliance obligations and industry standards. Identifies process, control, and service gaps and recommends improvements. Reviews documentation and ensures appropriate authorizations and adherence to established guidelines prior to completing or approving required transactions. Leads or participates in the design, implementation, and ongoing management of core business processes. Identifies business needs and contributes to the design, development, and delivery of tools and training programs to support operational effectiveness. Exercises sound judgment to identify, assess, and resolve issues within established frameworks. Works independently on a broad range of complex activities, including non‑standard situations. Additional responsibilities may be assigned as required to support business objectives. Qualifications: Typically between 4 - 6 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. In‐depth knowledge about products, process, policies and practices. Working understanding of policy contract wording & interpretation. Technical proficiency gained through education and/or business experience. Verbal & written communication skills - In-depth. Collaboration & team skills - In-depth. Analytical and problem-solving skills - In-depth. Influence skills - In-depth. Data driven decision making - In-depth. Salary: $56,000.00 - $103,500.00 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. BMO is a leading bank driven by a single purpose: to Boldly Grow the Good in business and life. Everywhere we do business, we’re focused on building, investing and transforming how we work to drive performance and continue growing the good. Who we are We’re proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank in North America by assets, we provide personal and commercial banking, wealth management and investment services to more than 12 million customers. In Canada, the United States and across the globe, we’ll continue to build, invest and transform to drive performance that serves the good that grows.