02/26/2026

Address:

VIRTUAL59 - REMOTE/TELETRAVAIL - ON - BMO

Customer Shared Services

The Wealth Operations Strategic Initiatives team supports the delivery of all initiatives impacting BMO Wealth Management Operations. Our Business Analysts and Consultants play a critical role in driving successful implementation of a wide range of initiatives, from large-scale transformations to smaller operational enhancements. We partner closely with Technology, Business, and Operations teams to ensure changes are well understood, effectively executed, and seamlessly implemented.

As a Business Analyst, you will act as a strategic partner and liaison between Wealth Operations, Business, and Technology teams. You will be responsible for analyzing current-state processes, eliciting, and defining Wealth Ops requirements, supporting user acceptance testing, and continuing to change management activities that enable successful project outcomes. You will contribute directly to initiatives that improve operational efficiency, reduce risk, and support the strategic direction of Wealth Operations.

Key Responsibilities

Business Analysis & Requirements

• Act as a liaison between Business, Operations, and Technology teams, to ensure alignment and effective communication throughout the full project lifecycle.
• Perform system and stakeholder impact analysis, identifying affected groups and stakeholder responsibilities, including the development of RACI matrices.
• Analyze and document business and system requirements; understand the current-state Wealth Ops processes, define the scope of change, and design the future-state processes.
• Develop detailed business analysis plans aligned with overall project timelines; proactively manage risks, assumptions, issues and dependencies, escalating timely and appropriately.
• Facilitate workshops with Wealth Ops SMEs to identify pain points, evaluate solutions, align on future-state process and solution design; elicit, document, and validate Wealth Ops requirements.
• Create business cases supported by data-driven insights and operational impact analysis.

Data Analysis

• Leverage data to validate assumptions, identify risks, support recommendations, and evaluate solution options.
• Analyze, interpret, and summarize data to provide actionable insights, support decision-making and requirements clarity.

Testing Support (UAT & PIV)

• Support or lead UAT and PIV planning and execution.
• Develop or contribute to UAT/PIV deliverables, including documentation of test plans, test cases, and exit reports.
• Support defect management including triage, prioritization, and root-cause analysis.
• Clarify requirements for testers and ensure alignment with business expectations.

Change Management & Operational Readiness

• Support or lead the creation and updates of Wealth Ops Standard Operating Procedures (SOPs).
• Contribute to change management deliverables such as communications, training materials, and process documentation.
• Ensure stakeholders are prepared for operational changes and that processes are transitioned smoothly.

Qualifications

Required

• 5–7 years of Business Analysis experience in Wealth Management or Operations in a Financial Services settings (e.g., account onboarding, trade processing, corporate actions, settlements, client reporting, etc.).
• Knowledge of industry platforms and systems used in Wealth Management.
• Strong understanding of project delivery methodologies (Agile, Waterfall, or hybrid).
• Demonstrated experience in requirements elicitation, process mapping, and impact analysis.
• Strong analytical and critical-thinking skills, including comfort working with data.
• Excellent verbal & written communication skills, facilitation, and stakeholder engagement skills with ability to lead meetings and present findings to stakeholders at various levels.
• Experience with UAT planning, test case creation, and managing test execution.
• Familiarity with change management best practices
• Ability to manage multiple priorities in a fast-paced environment.

• Business Analyst certification or equivalent
• Project Management certification or demonstrated experience
• Completed Post-Secondary education in a relevant field of study
• Collaboration & team skills - In-depth.
• Analytical and problem-solving skills - In-depth.
• Influence skills - In-depth.
• Data driven decision making - In-depth.

$69,000.00 - $129,000.00

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.