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Manager, Strategy & Planning

Toronto, ON
Full Time
55 Bloor Street West

Job Family Group:

Strategy & Change

This role requires the ability to work well in a fast paced and fluid environment with competing priorities.

This role operates within normal office conditions with minimal exposure to health risks.

The Manager, Strategy & Planning is a key contributor across the various teams comprising the North America Data & Analytics Centre of Excellence ("DACoE"), which supports Personal and Business Banking across Canada and the US with rapid insights that propel our business forward and drive significant results to our P&L and customers. This individual is responsible for proactively translating analytical findings into simple and actionable ideas and recommendations, making the output our teams generate accessible to Leadership and business partners alike. They are a key part of the essential translation layer which sits between business need and analytical insight for the bank.

For the strategy portion of this role, the Manager, Strategy & Planning will help manage overall analytics strategy development and help plan and execute the communication of key insights. The individual will help manage and coordinate responses to ad-hoc strategy-related requests from Leadership and our business partners.

For the planning portion of this role, the Manager, Strategy & Planning will help manage the annual business planning process, and ensure we remain in sync through the year via ongoing DACoE team intake, workflow and business partner management. The individual will help manage and coordinate responses to ad-hoc planning-related requests from Leadership and our business partners.

The Manager, Strategy & Planning will provide regular support to the Strategy & Planning team's mandate to:

•Proactively deliver and manage strategic approaches and frameworks on behalf of the DACoE

•Continuously improve quality and format of output to ensure consistency and clarity across the DACoE

•Care for DACoE team members across our Talent Management spectrum by reviewing and improving how we recruit, onboard and train & develop our people (incl. managing our Analytics University and Competency Framework assets)

•Continually demonstrate and recognize the value of DACoE contributions within our team and beyond to BMO business partners

•Ensure consistent alignment of strategy and analytics initiatives with other LOBs

•Help us hunt for dollars by surfacing cross-team insights and stitching findings together

Key Accountabilities

Communication: communicate clearly and effectively -- in person or in written formats -- with people inside and outside of the DACoE. Listen effectively, articulate thoughts and ideas clearly, present information in a straightforward and logical way, and ensure that they are understood.

Planning and Organizing: Effectively organize and plan work according to organizational needs by defining objectives and anticipating needs and priorities. Efficiently manage time and the time of others and effectively handle multiple demands and competing deadlines. Identify goals, develop plans, estimate time frames and monitor progress.

Problem Solving and Analysis: solve problems through careful and systematic evaluation of information, possible alternatives and consequences.

Delivering Results: Maintaining a high level of commitment to personally getting things done.

Quality Focus: Promoting and maintaining high standards of quality at work

Teamwork & Collaboration: Effectively working and collaborating with others towards common goals

Influencing and Persuading: convincing others to adopt a course of action, without being excessively aggressive or pushy. Understand the audience and modify method of persuasion accordingly, with confidence and without giving up easily.

Relationship Management: Develop and maintain positive relationships with individuals outside their work group. Actively seek opportunities to build relationships important to their business. Stay in frequent contact with internal or external stakeholders. Consider how actions or decisions may impact other groups or departments and work collaboratively to accomplish goals.

Adapting to Change: Adapting to changing situations and restructuring tasks and priorities as changes occur within the business and organization.

Functional Acumen: Having the skills, knowledge and abilities necessary to be effective in the specific functional content of the job. In this role, effective communication and story-telling via powerpoint is especially critical.

Business Acumen: Understand general business and financial concepts, the company's business, and using both general and specific knowledge to be effective. Use this knowledge to understand important business issues relating to the work.

Knowledge & Skills


•University degree / college diploma

•Minimum 3 years of consistent progression in banking, strategy, consulting, analytics or other related fields

•Knowledge of strategic planning, framework development, structured thinking and communications

•General business/financial acumen is a requirement

•Previous consulting experience is an asset

•Previous financial services industry experience is an asset

•Previous experience in large, matrixed organizations is an asset


•Advanced communication skills (especially Powerpoint), and the ability to simplify complex content into clear, easily-digestible messages

•Advanced structured thinking and problem-solving skills

•Relationship management and consulting skills

•Experience leading projects and partnering to successfully deliver objectives

•Ability to isolate opportunities in data to find key issues and insights

•Influence and persuasion skills to drive results without having direct reporting relationships

•Able to deal with ambiguity, amongst multiple projects and competing priorities

•Ability to earn the trust/respect of our leadership and business partners

•Ability to lead and facilitate critical discussions, meetings and working sessions

•Deep experience with business software (Excel, PowerPoint); analytical software (SAS, SQL) experience nice-to-have

We're here to help

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 .

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.
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