Senior Manager, Financial Planning Programs

Application Deadline: 08/28/2026 Address: 33 Dundas Street West Job Family Group: Human Resources Provides subject matter expertise in developing the workforce strategy required to enable the Financial Planning Program (FPP) to achieve it's business objectives. Leads portfolio analysis and onboarding, governance, policy, regulatory and designation oversight for the FP Salesforce. Supports the development of business intelligence that informs current and future impact of the external and internal environment. Works with internal stakeholders including Operations, Product, Governance and Compliance teams to support strategies and tactics to advance the FP Program. Leads and provides oversight for the Financial Planning Program including portfolio analysis, policy, designations and governance functions. Leads the salesforce expansion and onboarding efforts to enable an exceptional employee and Leader experience. Provides strategic input into business decisions as a trusted advisor. Makes recommendations to senior leaders on strategy and new initiatives, based on an in-depth understanding of the industry. Acts as a subject matter expert on relevant regulations and policies, including FP title usage and designations. Influences and negotiates to achieve business objectives. Assists in the development of strategic plans that support the advance of FPP's goals. Recommends business priorities, advises on resource requirements and develops roadmap for strategic execution. Acts as the prime subject matter expert for internal/external stakeholders, including designation course providers. Designs and produces regular and ad-hoc reports, and dashboards. Leads the execution of operational programs; assesses and adapts as needed to ensure quality of execution. Develops and manages information management systems including an internal designation database; designs and/or leads initiatives to improve processes, oversight, analysis and reporting. Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs. Provides advice and guidance to FPP and senior distribution leaders on workforce planning strategies & tactics. Breaks down strategic problems, and analyses data and information to provide insights and recommendations. Conducts independent analysis and assessment to resolve strategic issues. Monitors and tracks performance, and addresses any issues. Gathers and formats data into regular and ad-hoc reports, and dashboards. Supports development and execution of strategic initiatives in collaboration with internal and external stakeholders. Applies expertise and thinks creatively to address unique or ambiguous situations and to find solutions to problems that can be complex and non-routine. Implements changes in response to shifting trends. Broader work or accountabilities may be assigned as needed. 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, 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: Typically 7+ years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience. Knowledge of workforce planning strategy & execution - In-depth/Expert. Seasoned professional with a combination of education, experience and industry knowledge. Verbal & written communication skills - In-depth / Expert. Analytical and problem solving skills - In-depth / Expert. Influence skills - In-depth / Expert. Collaboration & team skills; with a focus on cross-group collaboration - In-depth / Expert. Able to manage ambiguity. Data driven decision making - In-depth / Expert. Salary: $86,000.00 - $160,000.00 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.

The Senior Manager leads workforce strategy, portfolio analysis, and governance for the Financial Planning Program to achieve business objectives. They act as a subject matter expert, providing strategic recommendations to senior leadership while overseeing Salesforce expansion and operational execution.

Candidates typically require 7+ years of relevant experience and a post-secondary degree in a related field. Expert-level skills in workforce planning, data-driven decision-making, and cross-group collaboration are essential for this role.

• Health insurance • Tuition reimbursement • Accident insurance • Life insurance • Retirement savings plans • Performance-based incentives • Discretionary bonuses

• Problem solvingPreferred
• Data analysisPreferred

Identified from the job description. Confirm important requirements above.

• Workforce planning
• Financial planning
• Portfolio analysis
• Governance
• Regulatory oversight
• Business intelligence
• Strategic planning
• Data analysis
• Stakeholder management
• Salesforce
• Policy development
• Reporting
• Dashboard design
• Risk management
• Communication skills
• Problem solving
• Ad Hoc Reporting
• Influencing Skills
• Portfolio Analysis
• Influencing Without Authority
• Business Objectives
• Human Resource Strategy
• Business Decisions
• Data-Driven Decision Making
• Business Intelligence
• Dashboard
• Strategic Planning
• Communication
• Economic Growth
• Financial Planning
• Leadership
• Information Management
• Problem Solving
• Operations
• Coaching
• Risk Appetite
• Risk Management Framework
• Business Strategies
• Workforce Planning
• Process Improvement
• Dealing With Ambiguity
• Business Priorities

• Management & Leadership
• Finance & Accounting
• Human Resources
• Data & Analytics
• Financial Planning and Analysis Manager
• Financial Planning Manager
• Financial and Investment Advisers
• Financial Managers

Minimum education

Bachelor’s degree

Minimum experience

5+ years

Apply by

Aug 29, 2026

Posting language

English

Working hours

40 hours per week