Sr. Specialist, Coaching and Development- 18 months secondment

BMO•Calgary, AB

14h•Remote

About The Position

The Senior Specialist, Coaching & Development (SSCD) enables Ambition 2030 by accelerating frontline capability, productivity, and consistency through structured coaching, applied skill development, and leader enablement. The SSCD supports net client growth, deeper client relationships, and disciplined revenue growth (ROE) by strengthening bankers’ confidence, execution quality, and ability to deliver holistic advice across Everyday Banking, Investments, and Home Financing. Operating in a remote capacity, the SSCD translates enterprise strategy into frontline execution, ensuring business priorities are embedded in day-to-day customer interactions and leader coaching practices.

Requirements

Strong, end-to-end understanding of Personal Banking, including Everyday Banking, Investments, and Home Financing as well as Business Banking.
High proficiency across personal banking products, tools, and platforms, with the ability to translate tool usage into effective customer conversations
Demonstrated experience facilitating skill builders, workshops, or group learning sessions
Proven ability to operate with executive presence, engaging credibly with Branch Managers, Regional Vice Presidents (RVPs), and senior stakeholders
Experience in performance driven environments requiring accountability, prioritization, and execution discipline
Advanced coaching and facilitation skills across 1:1 and group settings
Excellent verbal and written communication skills, with the ability to influence action across stakeholder levels
Confidently engages senior leaders to share insights, provide perspective, and influence decisions and outcomes.
Ability to influence without formal authority
Data‑driven decision making, using metrics and scorecards to guide coaching priorities
Analytical and proactive problem‑solving capability, identifying root causes and adjusting approach as needed
Models and reinforces effective use of digital tools and data to enhance coaching quality, customer experience, and banker productivity.
Effectively manages multiple priorities and competing scheduling demands
Sound professional judgment, adaptability, and accountability
Coaches frontline bankers and leaders across assigned markets
Partners closely with Branch Managers, RVPs, and regional leaders
Collaborates with national program and functional partners to align execution with enterprise priorities

Responsibilities

Deliver structured 1:1 coaching aligned to enterprise growth priorities
Prepare bankers for real customer appointments, reinforcing: Goal‑based needs discovery, Holistic advice and relationship expansion, Confident, professional investment and home financing conversations, Use of tools
Drive SMART action commitments that translate skill development into measurable outcomes (appointments, sales credit, balances, onboarding needs met)
Partner with Branch Managers to support side‑by‑side observations between coaching sessions
Provide actionable feedback on execution quality, customer conversations, and use of enterprise tools
Identify execution gaps (e.g., preparation, follow-up, prioritization) and adjust coaching focus accordingly
Enable Branch Managers to reinforce coached behaviors through effective action‑and‑accountability coaching
Support leaders in using performance data and scorecards to prioritize their coaching focus
Model strong coaching practices that promote consistency, accountability, and a performance‑oriented culture
Encourage adoption of our Coaching Framework and related activities (Previews, Observations, Huddles, etc.)
Lead execution of enterprise coaching programs (e.g., PBA Accelerator, Home Financing Accelerator, Branch Elevation)
Ensure strong participant engagement, readiness, and accountability throughout program delivery
Partner with RVPs and national stakeholders to share results, insights, risks, and best practices
Use data and observation to identify skill gaps or capability barriers impacting results
Adapt coaching strategies proactively to address performance opportunities or execution risks
Provide feedback to enterprise partners to continuously improve program design, tools, and coaching effectiveness
Provide feedback on change management initiatives and learning materials