Bank of Montreal

Strategic Advisor - Client Onboarding

Bank of Montreal$69K — $129K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5-7 years of banking experience with knowledge of strategic initiatives and financial operations.
  • Bachelor's degree required; preferred fields include Business Administration, Finance, or Accounting.
  • Extensive education and business experience leading to deep industry knowledge.

Responsibilities

  • Act as a trusted advisor to business groups.
  • Influence and negotiate for business objectives achievement.
  • Assist in strategic plan development.
  • Identify emerging trends for informed decision-making.
  • Manage relationships on projects to ensure alignment with group goals.
  • Provide subject matter expertise in project design and implementation.
  • Analyze data to generate strategic recommendations.

Benefits

  • Health insurance.
  • Tuition reimbursement.
  • Accident and life insurance.
  • Retirement savings plans.
Full Job Description
Application Deadline:

07/23/2026

Address:
250 Yonge Street

Job Family Group:

Commercial Sales & Service

This is a hybrid role with 4 days in the office required.

Provides subject matter expertise in the design, development, management and implementation of assigned projects from business case development through execution. Works across BMO to deliver specific project/program business results in alignment with overall group goals.

  • Acts as a trusted advisor to assigned business/group.
  • Influences and negotiates to achieve business objectives.
  • Assists in the development of strategic plans.
  • Identifies emerging issues and trends to inform decision-making.
  • Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
  • Develops solutions and makes recommendations based on an understanding of the business strategy and stakeholder needs.
  • Participates in project/program design and provides advice & subject matter expertise to achieve required business results.
  • Conducts analysis required to inform strategic recommendations and considers the "big picture" when assessing whether or not a course of action is advisable in terms of the group and enterprise goals.
  • Collaborates with internal & external stakeholders to provide business context in the design, develop and implementation of programs & solutions.
  • May network with industry contacts to gather and identify competitive insights and best practices.
  • Breaks down strategic problems, and analyses data and information to provide insights and recommendations.
  • Monitors and tracks performance, and addresses any issues.
  • Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
  • Identifies enablers and key issues prior to and during implementation, raises issues with stakeholders and offers solutions to resolve issues or risks that jeopardize delivery.
  • Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
  • Provides specialized consulting, analytical and technical support.
  • Exercises judgment to identify, diagnose, and solve problems within given rules.
  • Works independently and regularly handles non-routine situations.
  • 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:
  • 5 - 7 years of relevant experience in bank with comprehensive knowledge of strategic initiatives, bank products, services, and financial operations are preferred.
  • Bachelor's degree required; Business Administration, Finance and Accounting preferred. Any other related discipline or commensurate work experience considered.
  • Deep knowledge and technical proficiency gained through extensive education and business experience.


Intermediate level of proficiency:
  • Change Management
  • Customer Service


Advanced level of proficiency:
  • Project Management
  • Strategic Thinking
  • Strategic Planning
  • Data Analysis Tools
  • Regulatory Compliance
  • Banking Operations
  • Process Improvements
  • Risk Management
  • Portfolio Management
  • Problem Solving
  • Collaboration


Salary:

$69,000.00 - $129,000.00

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 Bank of Montreal

The Bank of Montreal is a Canadian multinational investment bank and financial services company. It provides a wide range of personal and commercial banking, wealth management, and investment banking products and services. The bank had revenues of CAD 23.6 billion in 2020.
Learn more about Bank of Montreal
Size
45,454 employees
Market Cap
$60.9 billion
Industry
Founded
1817
5 Year Trend
+9.1%
NASDAQ

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