Program Manager, Workforce Planning & Advisor Onboarding

11/26/2025

Address:

100 King Street West

Customer Solutions

This role focuses on executing workforce planning strategies and delivering a best-in-class onboarding experience in partnership with senior leaders across the country. You will oversee key projects from planning through implementation, manage reporting on hiring and pipeline activity, and provide tools and resources that support leaders throughout the recruitment and onboarding journey.

• Develop and execute workforce plans aligned with business growth targets and advisor distribution strategies.
• Support and guide leaders nationwide through the advisor offer and onboarding process, ensuring consistency and alignment with organizational standards.
• Collaborate with recruitment, finance, and regional leadership to forecast advisor hiring needs and optimize headcount planning.
• Design and manage a seamless onboarding experience tailored to financial advisors, ensuring regulatory compliance, cultural integration, and early productivity.
• Monitor talent pipeline, onboarding metrics and advisor ramp-up performance to continuously improve processes.
• Manage reporting related to new hire activity and advisor pipeline tracking, providing insights to inform workforce planning and recruitment strategies.
• Partner with Learning & Development to align onboarding content with advisor success drivers.
• Collaborate with the creation and maintenance of leader-facing tools and resources that support the advisor recruitment and onboarding journey.
• Provide support on program-related agreements and advisor compensation inquiries, working closely with internal partners to ensure clarity and alignment.
• Conducts independent analysis and assessment to resolve strategic issues on a range of complex tasks, which may include unique situations.
• Supports the execution of strategic initiatives, alignment and builds effective relationships in collaboration with internal and external stakeholders.
• 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.
• Provides input into the planning and implementation of operational programs.
• Acts as a relationship manager on assigned projects/programs and ensures alignment to overall enterprise and group goals.
• Drives cross business/group coordination and logistical support for the implementation of change.
• Focus is primarily on business/group within BMO; may have broader, enterprise-wide focus.
• Broader work or accountabilities may be assigned as needed.

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.
• Familiarity with advisor licensing, compliance, and regulatory onboarding requirements is a strong asset
• Broad knowledge of Bank products, services, and organization.
• In-depth knowledge of the wealth management and/or the financial industry
• 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.
• Microsoft Suite - In Depth

$56,000.00 - $103,500.00

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.