Group Product Manager, Savings – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $84000 – 156000 per year

Job date: Sat, 28 Jun 2025 22:14:30 GMT

Job description: Application Deadline: 07/26/2025Address: 33 Dundas Street WestJob Family Group: Customer SolutionsThe Group Product Manager (Senior Manager) of Savings reports to the Director of Chequing & Savings in Canadian Personal Banking. This role is responsible to manage acquisition and balance growth of savings products for retail customers.The Group Product Manager develops and implements product strategies to drive sales of existing banking products, grow balances, optimize profitability and improve customer experience. This role is responsible to optimize pricing and to manage campaigns to attract balances. The role also carries out competitive analysis, monitors product and system performance, and assesses problems to develop and implement solutions. The Group Product Manager has accountability for the P&L and for product risks.The Group Product Manager will collaborate with members of the Everyday Banking Products team, and with internal partners, such as Customer and Product Analytics, Customer Contact Optimization, Marketing, Digital, Technology, Operations and Customer Loyalty and Salesforce Enablement.Key Accountabilities1. Pricing and Campaign Management

  • Develop, launch and manage campaigns to attract balances
  • Optimize pricing to balance profitability and volume growth
  • Measure the impact of pricing changes and campaigns

2. Product Initiatives

  • Lead the implementation of complex projects with large multi-functional teams, through ideation, requirements, implementation and change management
  • Monitor progress against project plans to ensure completion
  • Proactively solve issues and eliminate obstacles

3. Product Strategy

  • Proactively identify and prioritize opportunities to improve the portfolio of products
  • Develop the overall strategy and roadmap to improve capabilities
  • Establish priorities and drive the evolution of capabilities with key partners

4. P&L and Risk Management

  • Explain financial results and forecast future performance
  • Drive actions to improve profitability through data-driven decisions
  • Manage risk, and support the evolution of policies, procedures, and controls

QualificationsExperience and knowledge

  • 7+ years of experience in retail product management, as a bank employee or consultant
  • Strong experience in product design, business casing, pricing, campaign management, technology project delivery, P&L and risk management
  • People management

Skills

  • Distinctive problem solving skills and ability to think strategically
  • Robust analytical skills
  • Proven project management and change management skills
  • Highly developed relationship management skills
  • Strong verbal and written communication

Salary: $84,000.00 – $156,000.00Pay Type: SalariedThe 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:About UsAt 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 .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 Group Product Manager (Senior Manager) of Savings at BMO Financial Group is responsible for managing the growth and acquisition of retail savings products. Reporting to the Director of Chequing & Savings, the role includes developing product strategies, optimizing pricing, managing campaigns, and monitoring product performance. Key responsibilities encompass pricing management, leading product initiatives, developing overall strategies, and overseeing P&L and risk management.

Candidates should have over 7 years of relevant experience in retail product management, strong analytical and problem-solving skills, and proven project management abilities. The salary range for the position is $84,000 to $156,000, with additional performance-based incentives and comprehensive benefits. BMO is committed to fostering an inclusive workplace and provides support for employee growth and development.

The application deadline is July 26, 2025.

Product Manager, Student Lending – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $68000 – 126000 per year

Job date: Sun, 29 Jun 2025 02:35:07 GMT

Job description: Application Deadline: 07/26/2025Address: 33 Dundas Street WestJob Family Group: Customer SolutionsThe Product Manager, Student Lending reports to the Director, Specialized Lending and is part of the Unsecured Lending Team. This role is responsible for managing the student lending portfolio of products with direct P&L (profit and loss) and customer experience accountability. The Product Manager develops, leads and implements initiatives to drive acquisition and balance growth, while managing product risk and optimizing profitability. The product manager maintains a pulse on the market, launches new features as required, optimizes profitability and improves the customer experience. This role is responsible to optimize campaign strategy, digging into policies and simplifying processes and collaborating cross-functionally with partners such as Frontline Effectiveness, Analytics, Segments, Credit Risk, Collections, Leads Management, Marketing, Digital, Technology, and Operations.Key Accountabilities1. Product Management

  • Proactively identify and prioritize opportunities to improve the portfolio of products, scope white spaces and product innovation opportunities that differentiates BMO in the market and bolsters our value proposition.
  • Execute on a 3-year product roadmap to improve capabilities simplify processes and launch new features to market to differentiate the value proposition.
  • Manage the day-to-day needs of the portfolio, including exception handling from the distribution teams and customers, consumer credit requests that involve requests for exceptions that fall outside product policy (e.g. credit limit, program eligibility etc.)
  • Work closely with consumer credit to align on a case-by-case basis and decision such requests in a timely manner to meet high customer experience standards (e.g. 24-hour SLA), and other ad-hoc requests as they arise.
  • Oversee operations to maintain and improve product systems and processes, and enhance infrastructure as needed to support product updates as required.
  • Partner closely with our Segments team to advance Student Strategy and leverage partnerships with various schools to further grow the student lending portfolio

2. Risk management

  • Proactively explore existing and potential risks and sources of risk, taking specific actions to more accurately and effectively identify and manage various forms of risk, timely escalating probable issues of materiality.
  • Proactively collaborate with Credit Risk and Analytics and Collections to monitor and manage leading indicators and anticipate impact to business
  • Manage risk, and support the required evolution of policies, procedures, and controls

3. Campaign Management

  • Ongoing market scans to ensure competitive pricing in the marketplace.
  • Develop, launch and manage initiatives to attract balances
  • Monitor the impact of pricing and campaign changes

4. P&L Management

  • Monitor and interpret product and campaign performance of various acquisition campaigns and recommend improvement strategies
  • Drive actions to improve profitability through data-driven decisions

Cross Functional Relationships

  • Partners with Unsecured Lending team, Risk, Fraud, Marketing, Analytics, Segments, Technology & Operations and Digital

Knowledge & Skills

  • 5+ years of experience in product management, marketing or strategy with strong business acumen
  • Prior Lending product experience would be an asset
  • Strong experience in business casing, acquisition, campaign management, analytics, project management, policy experience P&L and credit risk.

Skills

  • Distinctive problem-solving skills and ability to think strategically
  • Robust analytical skills and strong attention to detail
  • Proven project management and change management skills
  • Highly developed relationship management skills
  • Strong verbal and written communication

Salary: $68,000.00 – $126,000.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Summary

Position: Product Manager, Student Lending
Location: 33 Dundas Street West
Application Deadline: July 26, 2025
Salary Range: $68,000 – $126,000

Role Overview:
The Product Manager for Student Lending, reporting to the Director of Specialized Lending, is part of the Unsecured Lending Team. This role involves managing the student lending portfolio, focusing on direct profit and loss (P&L) accountability and enhancing customer experience. Key responsibilities include:

  1. Product Management:

    • Identify and implement opportunities for product improvement and innovation.
    • Execute a three-year product roadmap.
    • Handle day-to-day product needs and customer requests efficiently.

  2. Risk Management:

    • Proactively manage and assess risks, collaborating with various teams to monitor potential issues.

  3. Campaign Management:

    • Conduct market analyses for competitive pricing.
    • Launch initiatives to attract new balances and monitor their impact.

  4. P&L Management:

    • Analyze product performance and recommend strategies for profitability improvement.

Collaboration: The role requires working with multiple teams, including Risk, Marketing, and Technology.

Qualifications:

  • 5+ years in product management or strategy, preferably with lending experience.
  • Strong analytical, communication, and project management skills.

Company Mission: BMO aims to "Boldly Grow the Good," fostering positive change for customers and communities while ensuring an inclusive work environment.

Benefits: BMO offers a comprehensive benefits package that includes health insurance, tuition reimbursement, retirement savings plans, and performance-based incentives.

Diversity Commitment: BMO is committed to an inclusive workplace and will provide accommodations for candidates as needed during the selection process.

Senior Marketing and Communications Specialist – Sun Life Financial – Toronto, ON – York, ON

Company: Sun Life Financial

Location: Toronto, ON – York, ON

Expected salary: $58000 – 97000 per year

Job date: Sat, 26 Jul 2025 22:47:31 GMT

Job description: You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:This is an exciting opportunity for a creative marketing and communications professional who is passionate about transforming the group retirement services business. The Senior Marketing and Communications Specialist provides marketing and communications consulting, including research, writing, and timely delivery of marketing communications initiatives targeting Group Retirement Services (GRS) plan sponsors, plan members, plan advisors, consultants and Client-facing staff.Reporting to the Manager, Marketing and Communications the Senior Marketing and Communications Specialist will develop marketing and communications plans supporting GRS products and offerings, with a focus on creating engaging communications and marketing strategies.What will you do?As a Senior Marketing and Communications Specialist, you will:

  • Work with the Marketing team to create and activate marketing and communications plans, including project management.
  • Work with business partners across GRS, Market Development and Client Experience Office (CXO) (business development, shared services, product development, etc.) on communications initiatives.
  • Write and develop communications and marketing materials for different audiences about their group retirement workplace plans.
  • Manage the creation and maintenance of Client-facing content, presentation slides, templates, marketing collateral, and digital assets.
  • Measure the success of marketing campaigns and ensure target penetration and utilization rates are reached.
  • Work with designers, translation, legal, other internal business partners, and external agencies as appropriate.
  • Support with ad-hoc translation requests as required.
  • Develop strong relationships with internal key stakeholders across Sun Life to collaborate and drive successful campaigns that deliver results.

What do you need to succeed?

  • Post-secondary education in Marketing Communications, public relations, journalism and/or relevant experience
  • A minimum of 3-5 years experience in copywriting, business writing or content marketing, preferably in the financial services industry
  • Demonstrates ability to develop and implement communication and marketing plans (from assessing needs to formulating strategy, implementing tactics, and measuring results)
  • Strong writing, editing and production skills
  • Ability to adapt the style, tone and complexity of topics in simplified and engaging content terms
  • Strong project, time management and organizational skills – ability to manage multiple priorities
  • Results oriented and resourceful with strong analytical skills
  • Ability to work within tight deadlines with competing priorities
  • Ability to work independently and as a part of a team
  • SharePoint knowledge

What’s in it for you?

  • We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
  • Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Pension, stock and savings programs to help build and enhance your future financial security.

#LI-HybridThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to .We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range: 58,000/58 000 – 97,000/97 000Job Category: CommunicationsPosting End Date: 04/08/2025

The content presents an opportunity for a Senior Marketing and Communications Specialist at Sun Life, focusing on enhancing group retirement services. Candidates are encouraged to bring their unique backgrounds and perspectives, and they’ll work in a collaborative environment with experts and supportive leadership. Responsibilities include developing marketing and communications strategies, creating targeted materials across various platforms, managing content, and measuring campaign success.

Qualifications include a relevant degree, 3-5 years of experience in copywriting or content marketing, strong project management skills, and proficiency in SharePoint. The role offers flexible benefits, a supportive hybrid work environment, and a commitment to diversity and inclusion. The position offers a salary range of $58,000 to $97,000, with application accommodations for individuals with disabilities.

Senior Marketing and Communications Specialist – Sun Life Financial – Toronto, ON – York, ON

Company: Sun Life Financial

Location: Toronto, ON – York, ON

Expected salary: $58000 – 97000 per year

Job date: Sun, 27 Jul 2025 00:34:38 GMT

Job description: You are as unique as your background, experience and point of view. Here, you’ll be encouraged, empowered and challenged to be your best self. You’ll work with dynamic colleagues – experts in their fields – who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you’ll have new and exciting opportunities to make life brighter for our Clients – who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.Job Description:This is an exciting opportunity for a creative marketing and communications professional who is passionate about transforming the group retirement services business. The Senior Marketing and Communications Specialist provides marketing and communications consulting, including research, writing, and timely delivery of marketing communications initiatives targeting Group Retirement Services (GRS) plan sponsors, plan members, plan advisors, consultants and Client-facing staff.Reporting to the Manager, Marketing and Communications the Senior Marketing and Communications Specialist will develop marketing and communications plans supporting GRS products and offerings, with a focus on creating engaging communications and marketing strategies.What will you do?As a Senior Marketing and Communications Specialist, you will:

  • Work with the Marketing team to create and activate marketing and communications plans, including project management.
  • Work with business partners across GRS, Market Development and Client Experience Office (CXO) (business development, shared services, product development, etc.) on communications initiatives.
  • Write and develop communications and marketing materials for different audiences about their group retirement workplace plans.
  • Manage the creation and maintenance of Client-facing content, presentation slides, templates, marketing collateral, and digital assets.
  • Measure the success of marketing campaigns and ensure target penetration and utilization rates are reached.
  • Work with designers, translation, legal, other internal business partners, and external agencies as appropriate.
  • Support with ad-hoc translation requests as required.
  • Develop strong relationships with internal key stakeholders across Sun Life to collaborate and drive successful campaigns that deliver results.

What do you need to succeed?

  • Post-secondary education in Marketing Communications, public relations, journalism and/or relevant experience
  • A minimum of 3-5 years experience in copywriting, business writing or content marketing, preferably in the financial services industry
  • Demonstrates ability to develop and implement communication and marketing plans (from assessing needs to formulating strategy, implementing tactics, and measuring results)
  • Strong writing, editing and production skills
  • Ability to adapt the style, tone and complexity of topics in simplified and engaging content terms
  • Strong project, time management and organizational skills – ability to manage multiple priorities
  • Results oriented and resourceful with strong analytical skills
  • Ability to work within tight deadlines with competing priorities
  • Ability to work independently and as a part of a team
  • SharePoint knowledge

What’s in it for you?

  • We’re proud to be a Best Workplace for Hybrid Work by Great Place to Work® Canada
  • Be part of our continuous improvement journey in developing the next greatest digital enterprise experience that is united by our Purpose: to help Clients and Employees achieve lifetime financial security and live healthier lives.
  • Flexible Benefits from the day you join to meet the needs of you and your family.
  • Pension, stock and savings programs to help build and enhance your future financial security.

#LI-HybridThe Base Pay range is for the primary location for which the job is posted. It may vary depending on the work location of the successful candidate or other factors. In addition to Base Pay, eligible Sun Life employees participate in various incentive plans, payment under which is discretionary and subject to individual and company performance. Certain sales focused roles have sales incentive plans based on individual or group sales results.Diversity and inclusion have always been at the core of our values at Sun Life. A diverse workforce with wide perspectives and creative ideas benefits our Clients, the communities where we operate and all of us as colleagues. We welcome applications from qualified individuals from all backgrounds.Persons with disabilities who need accommodation in the application process, or those needing job postings in an alternative format, may e-mail a request to .We are proud to be a hybrid organization that offers our employees the choice and flexibility to work from both the office and virtually based on the needs of the business, our Clients and you! Several work options are available and can be discussed throughout the selection process depending on the role requirements and individual needs.We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.Salary Range: 58,000/58 000 – 97,000/97 000Job Category: CommunicationsPosting End Date: 04/08/2025

The job opportunity is for a Senior Marketing and Communications Specialist in the group retirement services sector. The role involves creating and implementing marketing and communications strategies targeting various stakeholders, including plan sponsors and members. Key responsibilities include project management, content development, and measuring campaign success, with collaboration among multiple internal and external partners. Candidates should have 3-5 years of relevant experience, strong writing and project management skills, and be adaptable. The position offers flexible benefits, a supportive work environment, and a hybrid work model. Sun Life values diversity and provides accommodations for applicants as needed. The salary range is between $58,000 and $97,000.

Digital Product Manager – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $75900 – 141900 per year

Job date: Tue, 22 Jul 2025 22:08:37 GMT

Job description: Application Deadline: 07/25/2025Address: 33 Dundas Street WestJob Family Group: Customer SolutionsDevelops and delivers the full product development lifecycle from setting strategic objective to bringing a product to market that delivers business value. Researches, investigates, selects and develops products and services bridging business requirements with technology capabilities. Drives end-to-end product lifecycle including the ‘why’, ‘when’ and ‘what’ of the product, persona development, proof of concepts, backlog management and product activation through to product retirement. Provides the voice of the business to cross-functional product teams to clarify feature, story and content requirements; create story acceptance criteria; prioritizes the product backlog; and translates the product vision into a roadmap and actionable tasks.

  • Identifies the overall goal of a product(s), drives engagement of stakeholders and leads the adoption of product.
  • Drives the overall customer experience definition and prioritization that enables a focus on what matters most to our customers.
  • Ensures product management and development teams are producing in parallel, and are working together effectively and efficiently.
  • Builds and sustains high performing cross-functional teams; Monitors and tracks performance, and addresses any issues.
  • Addresses blockers related to adoption and correct usage of the product- including communications, documentation and training.
  • Establishes the go-to-market, pricing and positioning strategies.
  • Plans & manages the budget, timeline, and tactical components, throughout the product lifecycle.
  • Identifies and analyzes market trends to update and improve product usability
  • Ensures that a new product in development, or a new feature of an existing product is proven to be desirable, viable and functional.
  • 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.

Qualifications:Foundational level of proficiency:

  • Marketing Analysis.
  • Creative thinking.

Intermediate level of proficiency:

  • Process Improvement and optimization.
  • Business Strategy.
  • Research and information synthesis.
  • Business Operations.
  • Financial & Risk Management.
  • Product Management.
  • Learning Agility.
  • Customer centricity.
  • Verbal & written communication skills.
  • Collaboration & team skills.
  • Analytical and problem solving skills.
  • Influence skills.
  • Data driven decision making.

Advanced level of proficiency:

  • Product Development.
  • Product Value Proposition and Go-to-Market Assets Definition, Design and Development.
  • Technology Business Requirements. Definition, Analysis and Mapping.
  • Product Lifecycle Management (Using Agile Methodologies).
  • Typically between 5 – 7 years of relevant experience and post-secondary degree in related field of study or an equivalent combination of education and experience
  • Deep knowledge and technical proficiency gained through extensive education and business experience.

Salary: $75,900.00 – $141,900.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary for Product Development Role at BMO Financial Group

Application Deadline: July 25, 2025
Location: 33 Dundas Street West
Job Family Group: Customer Solutions

Role Overview:
This position involves overseeing the entire product development lifecycle, from setting strategic objectives to market launch. The candidate will research and develop products that meet business needs while bridging technology capabilities. Responsibilities include persona development, proof-of-concepts, backlog management, and product retirement.

Key Responsibilities:

  • Clarify feature and content requirements for cross-functional teams.
  • Define overall product goals and drive stakeholder engagement.
  • Prioritize product features to enhance customer experience.
  • Monitor team performance and address issues affecting product adoption.
  • Establish go-to-market strategies and manage project budgets and timelines.
  • Analyze market trends to improve usability.
  • Ensure newly developed products meet desirability, viability, and functionality criteria.

Qualifications:

  • Foundational Level: Marketing Analysis, Creative Thinking.
  • Intermediate Level: Process Improvement, Business Strategy, Financial & Risk Management, Customer Centricity.
  • Advanced Level: Product Development, Agile Methodologies, Technology Business Requirement Mapping.
  • Typically requires 5-7 years of relevant experience and a degree in a related field.

Salary: $75,900 – $141,900 (based on skills and location) with performance incentives and benefits like health insurance and retirement plans.

About BMO:
BMO is committed to fostering a diverse and inclusive workplace, helping employees grow and make an impact. They offer training, resources, and support for personal and professional development.

Note for Recruiters: BMO does not accept unsolicited resumes and requires a valid contract for agency submissions.

For more information, visit BMO’s official site.

Customer Service Representative – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $34750 – 47250 per year

Job date: Sun, 06 Jul 2025 01:35:02 GMT

Job description: Application Deadline: 07/24/2025Address: 1700 Wilson AvenueJob Family Group: Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Identifies customer needs and initiates referrals to BMO colleagues.
  • Supports customer requests for banking services, including handling transactions and customer inquiries.
  • Welcomes customers warmly and meets their banking service and transactional needs with seamless execution.
  • Offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Escalates complex or unresolved customer situations to managers as required.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Manages, loads, and reconciles cash transactions between treasury and various branch units (e.g. CRU).
  • Executes routine tasks (e.g. service requests, transactions, queries, etc.) within relevant service level agreements.
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes standardized tasks under supervision.
  • Performs initial problem solving within given rules/limits & escalates when required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • No prior experience necessary; post-secondary degree or certification in related field of study is desirable.
  • High-level knowledge of personal, commercial and partner offers, and how each can best serve customers’ individual needs.
  • Confident and experienced in the use of social media, tablets, smart phones, online tools, and applications.
  • Highly skilled at helping people who don’t find digital applications intuitive to gain confidence in how to use them and to understand their benefits.
  • Projects a professional presence.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • A focus on delivering a personal experience to customers.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic knowledge learned on the job.
  • Verbal & written communication skills – Basic (in business environment).
  • Organization skills – Basic (in business environment).
  • Collaboration & team skills – Basic (in business environment).

Salary: $34,750.00 – $47,250.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Job Summary for BMO Retail Banking Role

Application Deadline: July 24, 2025
Location: 1700 Wilson Avenue
Job Focus: Retail Banking Sales & Service

Key Responsibilities:

  • Deliver exceptional customer service and identify customer needs.
  • Provide advice on financial solutions and promote BMO services collaboratively.
  • Handle transactions and customer inquiries effectively.
  • Initiate referrals to other BMO colleagues for complex needs.
  • Monitor cash transactions and manage operational tasks.
  • Ensure an excellent customer experience through personalized interactions.
  • Stay updated on banking products and compliance regulations.

Qualifications:

  • No prior experience necessary; post-secondary education preferred.
  • Familiarity with financial products and digital tools.
  • Strong interpersonal skills and ability to build rapport with customers.
  • Problem-solving and adaptability are essential.
  • Basic organizational and communication skills.

Salary & Benefits:

  • Salary Range: $34,750 – $47,250, with potential for commissions.
  • Comprehensive benefits include health insurance, tuition reimbursement, and retirement plans.

Company Values:
BMO aims to create positive change and values diversity and inclusion in the workplace, ensuring all employees feel valued and heard. Accommodations for candidates are available upon request.

Personal Banking Associate – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $36000 – 54500 per year

Job date: Thu, 10 Jul 2025 03:00:00 GMT

Job description: Application Deadline: 07/24/2025Address: 486 Front Street WestJob Family Group: Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction-based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) – as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic specialized knowledge.
  • Verbal & written communication skills – Good.
  • Organization skills – Good.
  • Collaboration & team skills – Good.
  • Analytical and problem solving skills – Good.

Salary: $36,000.00 – $54,500.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Summary

Application Deadline: July 24, 2025
Location: 486 Front Street West
Job Family Group: Retail Banking Sales & Service

The position focuses on delivering exceptional customer service at BMO by identifying customer needs, providing tailored financial solutions, and collaborating with branch partners. Key responsibilities include guiding customers in the lobby, recommending banking services, managing customer transactions, reviewing profiles for potential opportunities, and supporting operational activities.

Qualifications:

  • 1-2 years of relevant experience or equivalent education.
  • Registration to sell investment products (Canada only).
  • Proficiency in digital tools and customer service.
  • Strong interpersonal, communication, organization, and analytical skills.

Salary Range: $36,000 – $54,500 (varies by location and experience).

BMO offers a comprehensive benefits package, including health insurance, tuition reimbursement, and retirement plans. The company emphasizes inclusivity and seeks to foster a positive workplace culture.

For more details on benefits and the application process, candidates are encouraged to visit BMO’s website. Accommodations for applicants are available upon request.

Personal Banking Associate – BMO Financial Group – Toronto, ON

Company: BMO Financial Group

Location: Toronto, ON

Expected salary: $36000 – 54500 per year

Job date: Wed, 09 Jul 2025 07:09:35 GMT

Job description: Application Deadline: 07/24/2025Address: 518 Danforth AvenueJob Family Group: Retail Banking Sales & ServiceDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO partners to deliver the desired customer experience and achieve overall business objectives.

  • Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking.
  • Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance on available digital and self-serve options with the goal of making it easy, simple, and fast to bank with BMO.
  • As a lobby leader, assists in conducting client conversations about banking services to recommend alternative banking channels and provide personal banking and investment advice.
  • Meets customer transaction-based needs with seamless execution.
  • Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
  • Contributes to meeting branch business results and the customer experience.
  • Supports operational activities (e.g. inventory management, escalated service requests, following up on customer applications, filing, opening and closing activities).
  • Acts as a key member of a collaborative and versatile branch and market team.
  • Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
  • Organizes work information to ensure accuracy and completeness.
  • Takes the initiative to find creative approaches that make each customer’s experience feel personal.
  • Looks for ways to contribute to the ongoing improvement of the overall customer experience.
  • Contributes to business results and the overall experience delivered.
  • May work at multiple branches or through various channels based on market needs; work schedule may differ from week to week in terms of days worked, hours, and shifts.
  • Follows through on risk and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, and act in their best interest.
  • Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment to uphold the highest ethical requirements of our industry.
  • Maintains current knowledge of personal banking products, practices, and trends and integrates into customer conversations.
  • Identifies and reports suspicious patterns of activity that are suspected to be related to money laundering.
  • Complies with legal and regulatory requirements for the jurisdiction.
  • Protects the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
  • Completes complex & diverse tasks within given rules/limits.
  • Analyzes issues and determines next steps; escalates as required.
  • Broader work or accountabilities may be assigned as needed.

Qualifications:

  • Typically between 1 – 2 years of relevant experience and/or certification in related field of study desirable or an equivalent combination of education and experience.
  • Canada only: Registration to sell investment products completed or in progress (must be completed within 12 months) – as appropriate for the jurisdiction.
  • Confident and experienced in the use of social media, tablets, Smart phones, online tools, and applications.
  • Some experience in a consultative customer service or sales roles, with a drive to deliver a personal customer experience.
  • Basic knowledge of specialized sales and business banking solutions to refer to specialists.
  • Passionate commitment to helping customers.
  • Drive to deliver a personal customer experience.
  • A focus on results and the ability to thrive in a consultative sales and team-based environment.
  • Resourceful self-starter with courage and confidence to approach customers.
  • Readiness to collaborate and work in different capacities as part of a team.
  • Strong interpersonal skills, including the ability to build rapport and connections with customers.
  • An aptitude for listening, solving problems, and responding flexibly and creatively to new challenges.
  • Basic specialized knowledge.
  • Verbal & written communication skills – Good.
  • Organization skills – Good.
  • Collaboration & team skills – Good.
  • Analytical and problem solving skills – Good.

Salary: $36,000.00 – $54,500.00Pay Type: SalariedThe 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:About UsAt 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 .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.

Application Summary for BMO Retail Banking Role

Deadline: July 24, 2025
Location: 518 Danforth Avenue
Job Family: Retail Banking Sales & Service

Role Overview:

  • Deliver exceptional service to BMO customers and identify their financial needs.
  • Provide advice and guidance on financial solutions while collaborating with branch partners to enhance customer experience.
  • Act as a lobby leader, assisting customers with banking services, offering advice on digital options, and conducting needs-based conversations.
  • Support operational activities and maintain compliance with legal and regulatory standards.

Key Responsibilities:

  • Engage in client conversations about banking services and alternative channels.
  • Review customer profiles to identify banking and credit opportunities.
  • Drive branch business results and improve overall customer experience.
  • Stay informed about financial products, trends, and compliance requirements.
  • Identify suspicious activities and comply with regulatory standards.

Qualifications:

  • 1-2 years of relevant experience or equivalent education.
  • Familiarity with investment products (registration to sell is required in Canada).
  • Strong customer service and sales skills, along with interpersonal and problem-solving abilities.
  • Proficient in using technology and social media for customer interaction.

Compensation:

  • Salary range: $36,000 to $54,500, with potential variegation based on location, experience, and skills.
  • Additional benefits: health insurance, tuition reimbursement, retirement plans, and performance incentives.

Company Commitment:
BMO emphasizes inclusion, respect, and opportunity for growth among its team members. Accommodations are available during the selection process.

Note to Recruiters:
BMO does not accept unsolicited resumes and will not pay fees for candidates submitted without prior agreements.