Manager Salesforce Effectiveness, Financial Planner Program

BMO•Toronto, ON

3d•CA$69,000 - CA$129,000•Onsite

About The Position

The Manager, Salesforce Effectiveness is accountable for accelerating performance, productivity, and coaching capability across the Financial Planning salesforce and its leaders. This role designs and executes comprehensive learning, training, and development strategies translating business priorities into practical, behavior‑changing programs that build sales capability, strengthen frontline coaching, and simplify how work gets done across the field. The Manager partners closely with frontline leaders and key head‑office partners to identify skill gaps, performance barriers, tool adoption challenges, and process inefficiencies, and delivers innovative enablement solutions (workshops, interactive skill builders, coaching programs, continuous communications, and salesforce effectiveness tools) that drive measurable outcomes and consistent execution. Acts as a trusted advisor to assigned business/group. Influences and negotiates to achieve business objectives. Recommends and implements solutions based on analysis of issues and implications for the business. Assists in the development of strategic plans. Identifies emerging issues and trends to inform decision-making. Conducts independent analysis and assessment to resolve strategic issues. Helps determine business priorities and best sequence for execution of business/group strategy. Builds effective relationships with internal/external stakeholders. Ensures alignment between stakeholders. Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. 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. Leads or participates in defining the communication plan designed to positively influence or change behaviour; develops tailored messaging; and identifies appropriate distribution channels. Provides input into the planning and implementation of operational programs. Leads/participates in the design, implementation and management of core business/group processes. Identifies business needs, designs/develops tools and training programs; may include delivery of training to audiences. Breaks down strategic problems and analyzes data and information to provide insights and recommendations. Monitors and tracks performance and addresses any issues. Gathers and formats data into regular and ad-hoc reports, and dashboards. Develops and manages a business/group program. Prepares or leads execution of communications and change management plans to implement new processes, products, and sales campaigns into the sales force. Acts as a single point of contact during implementation to prioritize and manage workflows. Reviews the program for effectiveness, considers industry trends, and recommends enhancements; implements changes. Develops sales force and marketing programs tools and delivers training programs. Coaches employees to drive the most business value from sales force and marketing programs. 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.

Requirements

Typically between 5 - 7 years of relevant experience
Post-secondary degree in Business or a related field of study or an equivalent combination of education and experience.
Program management skills - In-depth.
Change management and leadership skills - In-depth.
Deep knowledge and technical proficiency gained through extensive education and 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.

Nice To Haves

Building Marketing material/presentation
Social media strategies (Sprinklr)
Data analysis and insights
WealthPath and financial planning
Business development strategies
Story telling
Virtual and live presentation skills
Financial planning designation / FP-enabled an asset

Responsibilities

Accelerate performance, productivity, and coaching capability across the Financial Planning salesforce and its leaders.
Design and execute comprehensive learning, training, and development strategies.
Translate business priorities into practical, behavior‑changing programs.
Build sales capability, strengthen frontline coaching, and simplify how work gets done across the field.
Partner closely with frontline leaders and key head‑office partners to identify skill gaps, performance barriers, tool adoption challenges, and process inefficiencies.
Deliver innovative enablement solutions (workshops, interactive skill builders, coaching programs, continuous communications, and salesforce effectiveness tools) that drive measurable outcomes and consistent execution.
Act as a trusted advisor to assigned business/group.
Influence and negotiate to achieve business objectives.
Recommend and implement solutions based on analysis of issues and implications for the business.
Assist in the development of strategic plans.
Identify emerging issues and trends to inform decision-making.
Conduct independent analysis and assessment to resolve strategic issues.
Help determine business priorities and best sequence for execution of business/group strategy.
Build effective relationships with internal/external stakeholders.
Ensure alignment between stakeholders.
Coordinate the management of databases; ensure alignment and integration of data in adherence with data governance standards.
Break down strategic problems, and analyze data and information to provide insights and recommendations.
Monitor and track performance, and address any issues.
Build change management plans of varying scope and type; lead or participate in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.
Lead or participate in defining the communication plan designed to positively influence or change behaviour; develop tailored messaging; and identify appropriate distribution channels.
Provide input into the planning and implementation of operational programs.
Lead/participate in the design, implementation and management of core business/group processes.
Identify business needs, design/develop tools and training programs; may include delivery of training to audiences.
Gather and format data into regular and ad-hoc reports, and dashboards.
Develop and manage a business/group program.
Prepare or lead execution of communications and change management plans to implement new processes, products, and sales campaigns into the sales force.
Act as a single point of contact during implementation to prioritize and manage workflows.
Review the program for effectiveness, consider industry trends, and recommend enhancements; implement changes.
Develop sales force and marketing programs tools and deliver training programs.
Coach employees to drive the most business value from sales force and marketing programs.
Provide specialized consulting, analytical and technical support.
Exercise judgment to identify, diagnose, and solve problems within given rules.
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.