BMO Financial Group Senior Technology Officer, Wealth Planning Technology in Ontario, Canada



  • The Senior Technology Officer is accountable for managing in the analysis, design, development, implementation, and support of applications in Canada to ensure and/or maintain alignment with the requirements and strategies.

  • The Senior Technology Officer is also accountable for the on-time, on-budget completion of project deliverables, adhering to standards such as Capability Maturity Model Integration (CMMI), International Organization for Standardization (ISO), and Information Technology Infrastructure Library (ITIL).

  • As a member of the Wealth Management Technology team, you will be leading a team of development professionals in Toronto where you will be responsible for the development and support of the systems supporting BMO Private Bank Canada, Enterprise Wealth Planning, Private Client Division, and P&C Canada.

  • Significant leadership opportunity to work directly with US and Canadian Business partners and engage in delivering technology solutions and support.

  • Diverse aspects for the role, including Business partner relationship management, solution strategy and implementation, project financials, risk management, people management.

Key Accountabilities

  • Identifies opportunities and provides recommendations by communicating complex technical strategies and design to senior management. For example, this may involve creating a common framework or enforcing business rules dynamically using a database driven approach, or changing an application from client server to a web based application, which ultimately will contribute to improved efficiency, cost reduction, application stability, accessibility, etc.

  • Provides solutions to complex technical issues to ensure the optimal solution is recommended to the Technology Head, Technology Relationship Manager (TRM), and clients.

  • Takes a consultative approach with strong relationship building ability, coordination, and strategy development.

  • Prioritizes and coordinates development team activities for multiple initiatives of varying complexity in order to meet client demands while maintaining defined Service Level Agreements (SLAs) and technical stewardship over platform applications.

  • Leads the selection process of required development, testing, and implementation tools, involving input from relevant development support groups and, if required, Enterprise Architecture, in order to provide the final tool selection recommendation to the Technology Head.

  • Liaises with third party vendors to understand and validate the vendor technical architectures to ensure they are aligned with the Enterprise standards or, at minimum, are well understood by employees and have the necessary approvals from governing bodies within the Enterprise.

  • Leads project and team meetings, interacting, and collaborating with team members and other departments, when appropriate to define accountabilities, communicate the status of work items, and discuss barriers to the delivery of work.


Knowledge and Skills


  • Possesses a university degree/college diploma in applied technologies and/or 10 years of experience working in state-of-the-art technology environments primarily in financial services.

  • Possesses extensive practical experience in client solution delivery.

  • Demonstrates expert knowledge of design and analysis methodology processes from both an industry and BMO perspective.

  • Demonstrates broad understanding and knowledge of technologies – including infrastructure, networking, application, and mobile.

  • Able to review/ approve application design.

  • Able to review/ approve development estimates.

  • Exhibits expert understanding of Software Development Life Cycle (SDLC), Quality Assurance requirements, and software development control and release procedures.

  • Demonstrates expert understanding of relevant and emerging technologies and industry directions.

  • Possesses expert project management experience.


  • University degree in Computer Science.

  • Experienced in leading development teams of FTEs on-shore/off-shore resources through the analysis, design, development, implementation and support of software applications.

  • Have had experience as a developer in your career.

  • Experience with client server technologies such as .NET and Java.

  • Experienced in vendor management and software contract negotiations

  • Experience with Request for Proposals (RFP), developing contracts (Master Service Agreements), Service Level Agreements (SLA), and Statement of Work (SOW).

  • Experience with forecasting projects/ project financing.

  • Experience in working with senior management in the business.

  • Experienced in managing project financials, risk and people management.

  • Experience running systems and multi-million dollar projects.

  • Wealth Planning and Investment Management business knowledge (very nice to have).

  • Possesses expert communication skills, both written and verbal.

  • Demonstrates expert leadership/people management skills.

  • Possesses an expert ability to manage multiple projects high in complexity and of strategic importance.

  • Is highly detail-oriented.

  • Is capable of analyzing & resolving diverse, complex and ambiguous issues and situations.

  • Is able to manage change.

  • Is able to work independently.

  • Possesses strong coordination skills, relationship building skills, project management skills, and vendor management skills.

At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance.

To find out more visit our website at .

BMO Financial Group is committed to an inclusive, equitable and accessible workplace. By embracing diversity, we gain strength through our people and our perspectives. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.

Job Field:

Information Technology

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